AE vs. BGR
Compare and contrast key facts about Adams Resources & Energy, Inc. (AE) and BlackRock Energy and Resources Trust (BGR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AE or BGR.
Correlation
The correlation between AE and BGR is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AE vs. BGR - Performance Comparison
Key characteristics
Fundamentals
AE:
$97.77M
BGR:
$319.83M
AE:
-$3.18
BGR:
$0.48
AE:
0.00
BGR:
0.00
AE:
0.04
BGR:
23.97
AE:
1.15
BGR:
0.89
AE:
$1.41B
BGR:
$17.51M
AE:
$977.00K
BGR:
$13.37M
AE:
$4.31M
BGR:
$31.48M
Returns By Period
AE
N/A
N/A
N/A
N/A
N/A
N/A
BGR
-2.32%
-10.62%
-3.42%
-2.41%
18.98%
1.18%
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Risk-Adjusted Performance
AE vs. BGR — Risk-Adjusted Performance Rank
AE
BGR
AE vs. BGR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Adams Resources & Energy, Inc. (AE) and BlackRock Energy and Resources Trust (BGR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AE vs. BGR - Dividend Comparison
AE has not paid dividends to shareholders, while BGR's dividend yield for the trailing twelve months is around 8.08%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AE Adams Resources & Energy, Inc. | 1.90% | 2.54% | 3.67% | 2.47% | 3.45% | 3.98% | 2.47% | 2.27% | 2.02% | 2.22% | 2.29% | 1.76% |
BGR BlackRock Energy and Resources Trust | 8.08% | 6.66% | 6.22% | 4.62% | 4.75% | 9.26% | 7.84% | 8.91% | 6.57% | 6.90% | 11.93% | 13.83% |
Drawdowns
AE vs. BGR - Drawdown Comparison
Volatility
AE vs. BGR - Volatility Comparison
The current volatility for Adams Resources & Energy, Inc. (AE) is 0.00%, while BlackRock Energy and Resources Trust (BGR) has a volatility of 13.91%. This indicates that AE experiences smaller price fluctuations and is considered to be less risky than BGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AE vs. BGR - Financials Comparison
This section allows you to compare key financial metrics between Adams Resources & Energy, Inc. and BlackRock Energy and Resources Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities