John Hancock Financial Opportunities Fund (BTO) Competitors

$28.83
+0.05 (+0.17%)
(As of 05/17/2024 08:53 PM ET)

BTO vs. IFN, VKQ, VGM, PEO, MUJ, DSU, MYD, VMO, VCV, and RMT

Should you be buying John Hancock Financial Opportunities Fund stock or one of its competitors? The main competitors of John Hancock Financial Opportunities Fund include The India Fund (IFN), Invesco Municipal Trust (VKQ), Invesco Trust for Investment Grade Municipals (VGM), Adams Natural Resources Fund (PEO), BlackRock MuniHoldings New Jersey Quality Fund (MUJ), BlackRock Debt Strategies Fund (DSU), BlackRock MuniYield Fund (MYD), Invesco Municipal Opportunity Trust (VMO), Invesco California Value Municipal Income Trust (VCV), and Royce Micro-Cap Trust (RMT). These companies are all part of the "investment offices, not elsewhere classified" industry.

John Hancock Financial Opportunities Fund vs.

John Hancock Financial Opportunities Fund (NYSE:BTO) and The India Fund (NYSE:IFN) are both small-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their risk, dividends, earnings, profitability, community ranking, valuation, analyst recommendations, media sentiment and institutional ownership.

Company Net Margins Return on Equity Return on Assets
John Hancock Financial Opportunities FundN/A N/A N/A
The India Fund N/A N/A N/A

John Hancock Financial Opportunities Fund received 13 more outperform votes than The India Fund when rated by MarketBeat users. Likewise, 70.27% of users gave John Hancock Financial Opportunities Fund an outperform vote while only 67.14% of users gave The India Fund an outperform vote.

CompanyUnderperformOutperform
John Hancock Financial Opportunities FundOutperform Votes
156
70.27%
Underperform Votes
66
29.73%
The India FundOutperform Votes
143
67.14%
Underperform Votes
70
32.86%

In the previous week, The India Fund had 1 more articles in the media than John Hancock Financial Opportunities Fund. MarketBeat recorded 1 mentions for The India Fund and 0 mentions for John Hancock Financial Opportunities Fund. The India Fund's average media sentiment score of 0.39 beat John Hancock Financial Opportunities Fund's score of 0.00 indicating that The India Fund is being referred to more favorably in the news media.

Company Overall Sentiment
John Hancock Financial Opportunities Fund Neutral
The India Fund Neutral

19.6% of John Hancock Financial Opportunities Fund shares are owned by institutional investors. Comparatively, 10.8% of The India Fund shares are owned by institutional investors. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

John Hancock Financial Opportunities Fund pays an annual dividend of $2.60 per share and has a dividend yield of 9.0%. The India Fund pays an annual dividend of $1.64 per share and has a dividend yield of 9.2%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
John Hancock Financial Opportunities FundN/AN/AN/AN/AN/A
The India FundN/AN/AN/AN/AN/A

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
John Hancock Financial Opportunities Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
4.00
The India Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

John Hancock Financial Opportunities Fund has a beta of 1.4, suggesting that its stock price is 40% more volatile than the S&P 500. Comparatively, The India Fund has a beta of 0.79, suggesting that its stock price is 21% less volatile than the S&P 500.

Summary

John Hancock Financial Opportunities Fund beats The India Fund on 5 of the 8 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding BTO and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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BTO vs. The Competition

MetricJohn Hancock Financial Opportunities FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$567.66M$7.25B$9.09B$17.91B
Dividend Yield9.02%6.27%10.62%3.43%
P/E RatioN/A0.4554.8625.16
Price / SalesN/A21.303,395.1310.80
Price / CashN/A7.8327.9419.22
Price / BookN/A1.003.165.50
Net IncomeN/A$73.96M$990.80M$970.05M
7 Day Performance1.09%0.81%2.87%3.48%
1 Month Performance6.15%4.26%5.74%8.34%
1 Year Performance10.93%6.88%24.41%27.36%

John Hancock Financial Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IFN
The India Fund
0 of 5 stars
$17.78
-0.1%
N/A+17.0%$552.25MN/A0.00N/AHigh Trading Volume
VKQ
Invesco Municipal Trust
0 of 5 stars
$9.61
-0.2%
N/A+3.7%$534.54MN/A0.00147,000Positive News
VGM
Invesco Trust for Investment Grade Municipals
0 of 5 stars
$9.82
+0.4%
N/A+2.9%$533.64MN/A0.00147,000Positive News
PEO
Adams Natural Resources Fund
0 of 5 stars
$23.38
flat
N/A+19.3%$596.52M$13.61M0.00N/ANews Coverage
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
0 of 5 stars
$11.28
+0.1%
N/A+2.5%$609.01MN/A0.00N/ANews Coverage
Positive News
DSU
BlackRock Debt Strategies Fund
0 of 5 stars
$10.95
+0.5%
N/A+16.6%$510.38M$70.04M0.00N/APositive News
MYD
BlackRock MuniYield Fund
0 of 5 stars
$10.66
-0.7%
N/A+4.9%$497.37M$15.91M0.00147,000News Coverage
Positive News
VMO
Invesco Municipal Opportunity Trust
0 of 5 stars
$9.59
+0.2%
N/A+3.5%$646.76M$57.62M0.00N/APositive News
VCV
Invesco California Value Municipal Income Trust
0 of 5 stars
$9.75
-0.3%
N/A+3.6%$469.33MN/A0.00N/APositive News
RMT
Royce Micro-Cap Trust
0 of 5 stars
$9.52
+0.8%
N/A+16.1%$463.05MN/A0.00N/APositive News

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This page (NYSE:BTO) was last updated on 5/20/2024 by MarketBeat.com Staff

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