BCAT vs IMKTA

Comparison between BlackRock Capital Allocation Term Trust (BCAT, Company) and Ingles Markets Inc - Class A (IMKTA, Company).

BCAT is from the Financial Services sector, while IMKTA is from the Consumer Defensive sector.

5-Year PerformanceBCAT has outperformed IMKTA, delivering a return of +8.8% compared to +7.3%

BCAT vs IMKTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCAT(COMPANY)	IMKTA(COMPANY)
Market Cap	$1.66B	$1.66B
Max Drawdown	44.30%	73.96%
Sharpe Ratio	1.98	1.34
5Y Beta	0.57	0.29
Industry	Asset Management	Grocery Stores
P/E Ratio	7.60	16.00
Forward P/E	N/A	8.64
PEG Ratio	0.54	0.19
Dividend Yield	N/A	0.77%
5Y Dividends CAGR	32.66%	4.56%
5Y EPS CAGR	12.69%	-14.38%
Debt to Equity	0.00%	31.25%
Free Cash Flow Yield	19.80%	9.00%
P/S Ratio	7.38	N/A
P/B Ratio	1.03	N/A

Market Cap

Winner

BCAT

$1.66B

IMKTA

$1.66B

Max Drawdown

Winner

BCAT

44.30%

IMKTA

73.96%

Sharpe Ratio

Winner

BCAT

1.98

IMKTA

1.34

5Y Beta

BCAT

0.57

Winner

IMKTA

0.29

Industry

BCAT

Asset Management

IMKTA

Grocery Stores

P/E Ratio

Winner

BCAT

7.60

IMKTA

16.00

Forward P/E

BCAT

N/A

IMKTA

8.64

PEG Ratio

BCAT

0.54

Winner

IMKTA

0.19

Dividend Yield

BCAT

N/A

IMKTA

0.77%

5Y Dividends CAGR

Winner

BCAT

32.66%

IMKTA

4.56%

5Y EPS CAGR

Winner

BCAT

12.69%

IMKTA

-14.38%

Debt to Equity

Winner

BCAT

0.00%

IMKTA

31.25%

Free Cash Flow Yield

Winner

BCAT

19.80%

IMKTA

9.00%

P/S Ratio

BCAT

7.38

IMKTA

N/A

P/B Ratio

BCAT

1.03

IMKTA

N/A

BCAT vs IMKTA - Historical Returns

Returns include dividend reinvestment.

Period	BCAT	IMKTA
1 month	+3.08%	-2.44%
3 months	+8.22%	+4.01%
6 months	+17.85%	-0.59%
1 year	+30.96%	+37.72%
5 years(CAGR)	+8.75%	+7.28%
10 years(CAGR)	N/A	+10.53%
Max(CAGR)	+9.65%	+11.12%

Winner

BCAT

+3.08%

IMKTA

-2.44%

Winner

BCAT

+8.22%

IMKTA

+4.01%

Winner

BCAT

+17.85%

IMKTA

-0.59%

BCAT

+30.96%

Winner

IMKTA

+37.72%

5Y(CAGR)

Winner

BCAT

+8.75%

IMKTA

+7.28%

10Y(CAGR)

BCAT

N/A

IMKTA

+10.53%

Max(CAGR)

BCAT

+9.65%

Winner

IMKTA

+11.12%

BCAT vs IMKTA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BCAT	IMKTA
2026	+27.54%	+27.78%
2025	+16.32%	+7.71%
2024	+19.78%	-27.04%
2023	+17.82%	-8.77%
2022	-22.68%	+11.28%
2021	-4.09%	+104.32%
2020	+9.35%	-6.71%
2019	N/A	+74.66%
2018	N/A	-23.89%
2017	N/A	-28.79%
2016	N/A	+27.61%
2015	N/A	+16.17%
2014	N/A	+41.86%
2013	N/A	+58.17%
2012	N/A	+20.14%
2011	N/A	-21.30%
2010	N/A	+32.04%
2009	N/A	-12.70%
2008	N/A	-29.31%
2007	N/A	-16.03%
2006	N/A	+96.29%
2005	N/A	+32.42%
2004	N/A	+27.95%
2003	N/A	-6.03%
2002	N/A	+0.35%
2001	N/A	+26.22%
2000	N/A	-2.53%
1999	N/A	-9.14%

BCAT vs IMKTA Drawdown Comparison

The maximum drawdown for BCAT was -36.11%, occurring on Oct 7, 2022. Recovery took 954 trading sessions.

The maximum drawdown for IMKTA was -72.55%, occurring on Mar 9, 2009. Recovery took 1971 trading sessions.

The current IMKTA drawdown is -9.57%.

Rank	BCAT	IMKTA
#1	-36.11% Feb 10, 2021 - Nov 25, 2024	-72.55% Feb 16, 2007 - Dec 15, 2014
#2	-13.69% Feb 13, 2025 - May 12, 2025	-61.86% Nov 25, 2015 - Feb 8, 2021
#3	-8.89% Dec 22, 2020 - Feb 9, 2021	-39.58% Dec 12, 2022 - Aug 5, 2025
#4	-7.97% Mar 4, 2026 - Apr 21, 2026	-28.99% Nov 1, 1999 - Jan 30, 2001
#5	-6.09% Dec 11, 2024 - Feb 13, 2025	-24.17% Apr 8, 2015 - Aug 14, 2015
#6	-4.61% Sep 15, 2025 - Dec 3, 2025	-21.43% Aug 30, 2001 - Jan 15, 2004
#7	-3.79% Oct 20, 2020 - Nov 9, 2020	-21.23% Aug 23, 2022 - Nov 29, 2022
#8	-3.49% Jul 10, 2026 - Aug 4, 2026	-20.68% Aug 17, 2015 - Nov 23, 2015
#9	-3.01% Jun 1, 2026 - Jun 11, 2026	-20.47% Apr 10, 2001 - Jul 30, 2001
#10	-2.85% May 13, 2025 - Jun 2, 2025	-16.52% Dec 15, 2021 - Mar 4, 2022
#11	-2.84% Aug 13, 2025 - Aug 29, 2025	-16.04% Apr 19, 2022 - Aug 23, 2022
#12	-2.41% Dec 5, 2025 - Jan 2, 2026	-15.67% Jan 20, 2015 - Mar 5, 2015
#13	-2.01% May 13, 2026 - May 21, 2026	-14.13% Jan 16, 2004 - Sep 7, 2004
#14	-1.93% Jun 29, 2026 - Jul 10, 2026	-13.42% May 6, 2021 - Aug 11, 2021
#15	-1.78% Nov 18, 2020 - Nov 30, 2020	-12.13% May 5, 2006 - Jul 27, 2006

Correlation

Correlation between BCAT and IMKTA is -0.06 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.06

-101

Dividend Comparison (2000 - 2026)

BCAT vs IMKTA dividend yield comparison.

Year	BCAT	IMKTA
2026	11.17%	0.56%
2025	23.45%	0.96%
2024	17.48%	1.02%
2023	10.08%	0.76%
2022	9.01%	0.68%
2021	6.42%	0.76%
2020	0.48%	1.55%
2019	0.00%	1.39%
2018	0.00%	2.42%
2017	0.00%	1.91%
2016	0.00%	1.37%
2015	0.00%	1.50%
2014	0.00%	1.78%
2013	0.00%	1.83%
2012	0.00%	8.60%
2011	0.00%	4.38%
2010	0.00%	3.44%
2009	0.00%	4.36%
2008	0.00%	3.75%
2007	0.00%	2.60%
2006	0.00%	2.22%
2005	0.00%	3.16%
2004	0.00%	5.33%
2003	0.00%	8.03%
2002	0.00%	5.70%
2001	0.00%	5.52%
2000	0.00%	6.56%