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Compare · FGB vs KYN

FGB vs KYN

Side-by-side comparison of First Trust Specialty Finance and Financial Opportunities Fund (FGB) and Kayne Anderson Energy Infrastructure Fund Inc. (KYN): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both FGB and KYN operate in Finance/Investors Services (Finance), so they compete in similar markets.
  • KYN is the larger of the two at $1.89B, about 33.1x FGB ($57.2M).
  • Over the past year, FGB is up 0.2% and KYN is up 12.9% - KYN leads by 12.7 points.
  • KYN has hit the wire 4 times in the past 4 weeks while FGB has been quiet.
PerformanceFGB+0.24%KYN-2.63%
2025-06-10+0.00%2025-06-27
MetricFGBKYN
Company
First Trust Specialty Finance and Financial Opportunities Fund
Kayne Anderson Energy Infrastructure Fund Inc.
Price
$4.15+1.22%
$13.87-0.86%
Market cap
$57.2M
$1.89B
1M return
+0.24%
+1.76%
1Y return
+0.24%
+12.95%
Industry
Finance/Investors Services
Finance/Investors Services
Exchange
NYSE
NYSE
IPO
2007
2004
News (4w)
0
4
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.

KYN

Kayne Anderson Energy Infrastructure Fund Inc.

Kayne Anderson MLP Investment Company is a closed ended equity mutual fund launched and managed by KA Fund Advisors, LLC. It is co-managed by Kayne Anderson Capital Advisors, L.P. The fund invests in the public equity markets of the United States. It invests in stocks of companies operating in the energy sector. The fund primarily invests in energy-related master limited partnerships. Kayne Anderson MLP Investment Company was formed on June 4, 2004 and is domiciled in the United States.

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