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Compare · FGB vs NEA

FGB vs NEA

Side-by-side comparison of First Trust Specialty Finance and Financial Opportunities Fund (FGB) and Nuveen AMT-Free Quality Municipal Income Fund (NEA): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both FGB and NEA operate in Finance/Investors Services (Finance), so they compete in similar markets.
  • NEA is the larger of the two at $4.19B, about 73.2x FGB ($57.2M).
  • Over the past year, FGB is up 0.2% and NEA is up 6.7% - NEA leads by 6.5 points.
PerformanceFGB+0.24%NEA+2.70%
2025-06-10+0.00%2025-06-27
MetricFGBNEA
Company
First Trust Specialty Finance and Financial Opportunities Fund
Nuveen AMT-Free Quality Municipal Income Fund
Price
$4.15+1.22%
$11.59+1.49%
Market cap
$57.2M
$4.19B
1M return
+0.24%
-0.39%
1Y return
+0.24%
+6.72%
Industry
Finance/Investors Services
Finance/Investors Services
Exchange
NYSE
NYSE
IPO
2007
2002
News (4w)
0
0
Recent ratings
0
0
FGB

First Trust Specialty Finance and Financial Opportunities Fund

First Trust Specialty Finance and Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Confluence Investment Management LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating in the specialty finance and other financial sectors. The fund primarily invests in value stocks of companies, as well as in Business Development Companies, REITs, and other mortgage related securities. It employs fundamental analysis to create its portfolio. The fund benchmarks the performance of its portfolio against a composite benchmark comprised of 70% Wells Fargo BDC Index, 20% FTSE NAREIT Mortgage REIT Index, and 10% S&P SmallCap Financials Index. It was formerly known as First Trust/Gallatin Specialty Finance and Financial Opportunities Fund. First Trust Specialty Finance and Financial Opportunities Fund was formed on March 20, 2007 and domiciled in the United States.

NEA

Nuveen AMT-Free Quality Municipal Income Fund

Nuveen AMT-Free Quality Municipal Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Asset Management, LLC and Nuveen Fund Advisors LLC. It invests in the fixed income markets of the United States. The fund primarily invests in undervalued municipal bonds that are exempt from federal income taxes, including the alternative minimum tax. It seeks to invest in securities that are rated Baa/BBB or better by S&P, Moody's, or Fitch. The fund's investment portfolio comprises investments in various industries, which include transportation, healthcare, utilities, housing/multifamily, and water and sewer. It was formerly known as Nuveen AMT-Free Municipal Income Fund. Nuveen AMT-Free Quality Municipal Income Fund was formed on November 21, 2002 and is domiciled in the United States.

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