Compare · ECAT vs MCR
ECAT vs MCR
Side-by-side comparison of BlackRock ESG Capital Allocation Term Trust (ECAT) and MFS Charter Income Trust (MCR): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both ECAT and MCR operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
- ECAT is the larger of the two at $1.68B, about 6.4x MCR ($261.4M).
- ECAT has been more active in the news (13 items in the past 4 weeks vs 1 for MCR).
- Company
- BlackRock ESG Capital Allocation Term Trust
- MFS Charter Income Trust
- Price
- $15.50+1.17%
- $5.97-0.33%
- Market cap
- $1.68B
- $261.4M
- 1M return
- +2.45%
- -
- 1Y return
- -6.63%
- -
- Industry
- Trusts Except Educational Religious and Charitable
- Trusts Except Educational Religious and Charitable
- Exchange
- NYSE
- NYSE
- IPO
- 2021
- 1989
- News (4w)
- 13
- 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.
Latest ECAT
- Large owner Saba Capital Management, L.P. sold $1,020,110 worth of shares (66,500 units at $15.34) (SEC Form 4)
- Large owner Saba Capital Management, L.P. sold $457,818 worth of shares (30,239 units at $15.14) (SEC Form 4)
- Large owner Saba Capital Management, L.P. sold $1,062,460 worth of shares (69,761 units at $15.23) (SEC Form 4)
- Large owner Saba Capital Management, L.P. sold $2,645,674 worth of shares (172,568 units at $15.33) (SEC Form 4)
- Large owner Saba Capital Management, L.P. sold $3,712,847 worth of shares (235,576 units at $15.76) (SEC Form 4)
- Amendment: SEC Form SCHEDULE 13D/A filed by BlackRock ESG Capital Allocation Term Trust
- Large owner Saba Capital Management, L.P. sold $4,339,653 worth of shares (274,065 units at $15.83) (SEC Form 4)
- Large owner Saba Capital Management, L.P. sold $3,254,979 worth of shares (205,881 units at $15.81) (SEC Form 4)
- Large owner Saba Capital Management, L.P. sold $4,663,686 worth of shares (299,073 units at $15.59) (SEC Form 4)
- Large owner Saba Capital Management, L.P. sold $2,177,542 worth of shares (141,621 units at $15.38) (SEC Form 4)
Latest MCR
- SEC Form 4 filed by Director Thomsen Laurie J
- SEC Form N-CSRS filed by MFS Charter Income Trust
- MFS Releases Closed-End Fund Income Distribution Sources for Certain Funds
- Certain MFS Closed-End Funds Announce Closing Date for Reorganization and Change of Investment Adviser
- MFS Announces Final Closed-End Fund Distributions and Timing of Reorganization for Certain Funds
- MFS Releases Closed-End Fund Income Distribution Sources for Certain Funds
- MFS Taxable Closed-End Funds Announce Completion of Special Shareholder Meetings
- SEC Form 425 filed by MFS Charter Income Trust
- MFS Charter Income Trust Announces Adjournment of Special Shareholder Meeting
- SEC Form 425 filed by MFS Charter Income Trust