Compare · MCR vs RQI
MCR vs RQI
Side-by-side comparison of MFS Charter Income Trust (MCR) and Cohen & Steers Quality Income Realty Fund Inc (RQI): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both MCR and RQI operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
- RQI is the larger of the two at $1.78B, about 6.7x MCR ($265.4M).
- Over the past year, MCR is down 2.9% and RQI is up 7.2% - RQI leads by 10.1 points.
- MCR has been more active in the news (5 items in the past 4 weeks vs 1 for RQI).
- Company
- MFS Charter Income Trust
- Cohen & Steers Quality Income Realty Fund Inc
- Price
- $6.03-0.17%
- $13.29+0.61%
- Market cap
- $265.4M
- $1.78B
- 1M return
- +0.84%
- +6.75%
- 1Y return
- -2.90%
- +7.22%
- Industry
- Trusts Except Educational Religious and Charitable
- Trusts Except Educational Religious and Charitable
- Exchange
- NYSE
- NYSE
- IPO
- 1989
- 2002
- News (4w)
- 5
- 1
- Recent ratings
- 0
- 0
MFS Charter Income Trust
MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in the fixed income markets across the globe. It invests primarily in corporate bonds of U.S. or foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed, and other asset-backed securities of U.S. or foreign issuers, or debt instruments of issuers located in emerging market countries. The fund employs a combination of fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. It seeks to benchmarks the performance of its portfolio against a combination of the Barclays U.S. High-Yield Corporate Bond 2% Issuer Capped Index, MFS Charter Income Trust Blended Index, Barclays U.S. Credit Bond Index, Barclays U.S. Government/Mortgage Bond Index, Citigroup World Government Bond Non-Dollar Hedged Index, and JPMorgan Emerging Markets Bond Index Global. MFS Charter Income Trust was formed on July 20, 1989 and is domiciled in the United States.
Cohen & Steers Quality Income Realty Fund Inc
Cohen & Steers Quality Income Realty Fund, Inc. is a closed-ended equity mutual fund launched by Cohen & Steers, Inc. The fund is managed by Cohen & Steers Capital Management, Inc. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating in the real estate sector, including real estate investment trusts. It primarily invests in growth stocks of companies across all market capitalizations. The fund employs fundamental analysis focusing on such factors as underlying potential for success in light of the company's current financial condition, its industry and sector position, economic and market condition, earnings growth, current ratio of debt to capital, and the quality of management to create its portfolio. It benchmarks the performance of its portfolio against the S&P 500 Index, the FTSE NAREIT Equity REIT index, and a composite index of 80% FTSE NAREIT Equity REIT Index and 20% BofA Merrill Lynch REIT Preferred Securities Index. The fund was previously known as Cohen & Steers Income Realty Fund Inc. Cohen & Steers Quality Income Realty Fund, Inc. was formed on February 28, 2002 and is domiciled in the United States.
Latest MCR
- MFS Charter Income Trust Announces Adjournment of Special Shareholder Meeting
- MFS Announces Closed-End Fund Distributions
- MFS Releases Closed-End Fund Income Distribution Sources for Certain Funds
- SEC Form 425 filed by MFS Charter Income Trust
- MFS Taxable Closed-End Funds Announce Adjournment of Special Shareholder Meetings
- SEC Form 425 filed by MFS Charter Income Trust
- MFS Taxable Closed-End Funds Announce Adjournment of Special Shareholder Meetings
- MFS Announces Closed-End Fund Distributions
- MFS Releases Closed-End Fund Income Distribution Sources for Certain Funds
- MFS Taxable Closed-End Funds Announce Adjournment of Special Shareholder Meetings
Latest RQI
- Cohen & Steers Quality Income Realty Fund, Inc. (RQI) Notification of Sources of Distribution Under Section 19(a)
- Cohen & Steers Quality Income Realty Fund, Inc. (RQI) Notification of Sources of Distribution Under Section 19(a)
- Cohen & Steers Closed-End Funds Declare Distributions for April, May and June 2026
- SEC Form N-CEN filed by Cohen & Steers Quality Income Realty Fund Inc
- SEC Form N-CSR filed by Cohen & Steers Quality Income Realty Fund Inc
- Cohen & Steers Quality Income Realty Fund, Inc. (RQI) Notification of Sources of Distribution Under Section 19(a)
- Zaharis-Nikas Elaine was granted 6 shares (SEC Form 5)
- Derechin Adam M was granted 1,539 shares, increasing direct ownership by 8% to 20,596 units (SEC Form 5)
- Clark Michael G was granted 186 shares, increasing direct ownership by 5% to 3,686 units (SEC Form 5)
- Maginnis Gerald J. was granted 227 shares, increasing direct ownership by 9% to 2,829 units (SEC Form 5)