BlackRock Energy and Resources (BGR) vs Invesco for Investment Grade Municipals (VGM)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
BlackRock Energy and Resources (BGR) has outperformed Invesco for Investment Grade Municipals (VGM) over the past year, gaining 27.2% versus a loss of 14.2%. Over five years, BGR leads with a +67.0% price change compared with -38.0% for VGM. Invesco for Investment Grade Municipals is the larger company by market cap ($466.4 million vs $437.1 million), about 1.1 times the size.
On valuation, BlackRock Energy and Resources trades at a lower trailing P/E (4.6x vs 27.7x for Invesco for Investment Grade Municipals). Invesco for Investment Grade Municipals offers the higher dividend yield (9.01% vs 6.80%).
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | BGR | VGM |
|---|---|---|
| Share price | $17.17 | $8.60 |
| Market cap | $437.08M | $466.39M |
| 1-day change | -0.75% | -2.16% |
| YTD return | +26.81% | -17.07% |
| 1-year return | +27.19% | -14.17% |
| 5-year return | +67.02% | -37.95% |
| P/E ratio (TTM) | 4.64 | 27.74 |
| EPS (TTM) | $3.70 | $0.31 |
| Dividend yield | 6.80% | 9.01% |
| Annual dividend | $1.17 | $0.775 |
| 52-week high | $17.92 | $10.66 |
| 52-week low | $12.92 | $8.39 |
| Distance from 52-week high | -4.19% | -19.32% |
| Average volume | 93.92K | 209.59K |
| Shares outstanding | 25.46M | 54.23M |
| Sector | Finance | Financial Services |
| Industry | Trusts Except Educational Religious and Charitable | Asset Management |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- BGR has outperformed VGM by 41.4 percentage points over the past year.
- Invesco for Investment Grade Municipals trades at a higher earnings multiple (27.7x vs 4.6x trailing P/E).
- Invesco for Investment Grade Municipals offers a meaningfully higher dividend yield (9.01% vs 6.80%).
- The two companies sit in different sectors: BlackRock Energy and Resources in Finance and Invesco for Investment Grade Municipals in Financial Services.
About BlackRock Energy and Resources
BGR stock →BlackRock Energy and Resources Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock International Limited.
Finance · Trusts Except Educational Religious and Charitable
About Invesco for Investment Grade Municipals
VGM stock →Invesco Trust for Investment Grade Municipals is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INVESCO Senior Secured Management, Inc.
Financial Services · Asset Management
BGR vs VGM FAQ
Which is bigger, BlackRock Energy and Resources or Invesco for Investment Grade Municipals?
Invesco for Investment Grade Municipals (VGM) is larger, with a market capitalization of $466.39M compared with $437.08M for BlackRock Energy and Resources (BGR).
Which stock has performed better over the past year, BGR or VGM?
BGR returned +27.19% over the past 12 months, compared with -14.17% for VGM (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, BGR or VGM?
BGR has the lower trailing P/E at 4.6, versus 27.7 for VGM. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, BlackRock Energy and Resources or Invesco for Investment Grade Municipals?
Invesco for Investment Grade Municipals has the higher yield at 9.01%, compared with 6.80% for BlackRock Energy and Resources.
Are BlackRock Energy and Resources and Invesco for Investment Grade Municipals in the same industry?
No. BlackRock Energy and Resources is in the Finance sector, while Invesco for Investment Grade Municipals is in Financial Services.