BGR vs. AE
Compare and contrast key facts about BlackRock Energy and Resources Trust (BGR) and Adams Resources & Energy, Inc. (AE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGR or AE.
Correlation
The correlation between BGR and AE 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
BGR vs. AE - Performance Comparison
Key characteristics
Fundamentals
BGR:
$319.83M
AE:
$97.77M
BGR:
$0.48
AE:
-$3.18
BGR:
0.00
AE:
0.00
BGR:
23.97
AE:
0.04
BGR:
0.89
AE:
1.15
BGR:
$17.51M
AE:
$1.41B
BGR:
$13.37M
AE:
$977.00K
BGR:
$31.48M
AE:
$4.31M
Returns By Period
BGR
-0.44%
-8.90%
-2.84%
-1.05%
18.78%
1.37%
AE
N/A
N/A
N/A
N/A
N/A
N/A
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Risk-Adjusted Performance
BGR vs. AE — Risk-Adjusted Performance Rank
BGR
AE
BGR vs. AE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy and Resources Trust (BGR) and Adams Resources & Energy, Inc. (AE). 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
BGR vs. AE - Dividend Comparison
BGR's dividend yield for the trailing twelve months is around 7.93%, while AE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGR BlackRock Energy and Resources Trust | 7.93% | 6.66% | 6.22% | 4.62% | 4.75% | 9.26% | 7.84% | 8.91% | 6.57% | 6.90% | 11.93% | 13.83% |
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% |
Drawdowns
BGR vs. AE - Drawdown Comparison
Volatility
BGR vs. AE - Volatility Comparison
BlackRock Energy and Resources Trust (BGR) has a higher volatility of 14.12% compared to Adams Resources & Energy, Inc. (AE) at 0.00%. This indicates that BGR's price experiences larger fluctuations and is considered to be riskier than AE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BGR vs. AE - Financials Comparison
This section allows you to compare key financial metrics between BlackRock Energy and Resources Trust and Adams Resources & Energy, Inc.. 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