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Compare · FEN vs HASI

FEN vs HASI

Side-by-side comparison of First Trust Energy Income and Growth Fund (FEN) and HA Sustainable Infrastructure Capital Inc. (HASI): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both FEN and HASI operate in Finance/Investors Services (Finance), so they compete in similar markets.
  • HASI is the larger of the two at $4.97B, about 16.7x FEN ($296.5M).
  • HASI has hit the wire 17 times in the past 4 weeks while FEN has been quiet.
  • HASI has more recent analyst coverage (20 ratings vs 0 for FEN).
MetricFENHASI
Company
First Trust Energy Income and Growth Fund
HA Sustainable Infrastructure Capital Inc.
Price
$15.96-0.44%
$37.38-3.34%
Market cap
$296.5M
$4.97B
1M return
-
-11.96%
1Y return
-
+44.05%
Industry
Finance/Investors Services
Finance/Investors Services
Exchange
AMEX
NYSE
IPO
2004
2013
News (4w)
0
17
Recent ratings
0
20
FEN

First Trust Energy Income and Growth Fund

First Trust Energy Income and Growth Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Energy Income Partners, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating in the energy sector, including companies in the business of transporting, processing, storing, distributing, or marketing natural gas, natural gas liquids (including propane), crude oil, refined petroleum products, coal or electricity, or exploring, developing, managing or producing such commodities or products, or in supplying energy-related products and services. The fund primarily invests in growth stocks of companies, energy sector MLPs, and MLP-related entities. It employs a combination of fundamental and quantitative analysis, focusing on such factors as debt to cash flows, coverage ratios, incentive structure, management team, track record of distribution, and dividend growth to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index, Barclays Capital U.S. Credit Index of Corporate Bonds, Alerian MLP Total Return Index, Wells Fargo Midstream MLP Total Return Index, and composite index comprised of 50% Alerian MLP Total Return Index and 50% Wells Fargo Midstream MLP Total Return Index. It was formerly known as Energy Income & Growth Fund. First Trust Energy Income and Growth Fund was formed on March 25, 2004 and is domiciled in the United States.

HASI

HA Sustainable Infrastructure Capital Inc.

Hannon Armstrong Sustainable Infrastructure Capital, Inc. provides capital and services to the energy efficiency, renewable energy, and other sustainable infrastructure markets in the United States. The company's projects include energy efficiency projects that reduce a buildings or facilities energy usage or cost through the use of solar generation, including heating, ventilation, and air conditioning systems, as well as lighting, energy controls, roofs, windows, building shells, and/or combined heat and power systems. It also focuses in the areas of grid connected projects that deploy cleaner energy sources, such as solar and wind to generate power; and other sustainable infrastructure projects, including upgraded transmission or distribution systems, water and storm water infrastructures, and other projects. The company qualifies as a real estate investment trust for U.S. federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. Hannon Armstrong Sustainable Infrastructure Capital, Inc. was founded in 1981 and is headquartered in Annapolis, Maryland.

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