Special Opportunities Fund (SPE) Competitors

$13.04
-0.05 (-0.38%)
(As of 05/17/2024 ET)

SPE vs. DMF, MPA, NNY, PIM, GGT, NAZ, MPV, KF, JHI, and PCF

Should you be buying Special Opportunities Fund stock or one of its competitors? The main competitors of Special Opportunities Fund include BNY Mellon Municipal Income (DMF), BlackRock MuniYield Pennsylvania Quality Fund (MPA), Nuveen New York Municipal Value Fund (NNY), Putnam Master Intermediate Income Trust (PIM), The Gabelli Multimedia Trust (GGT), Nuveen Arizona Quality Municipal Income Fund (NAZ), Barings Participation Investors (MPV), The Korea Fund (KF), John Hancock Investors Trust (JHI), and High Income Securities Fund (PCF). These companies are all part of the "investment offices, not elsewhere classified" industry.

Special Opportunities Fund vs.

Special Opportunities Fund (NYSE:SPE) and BNY Mellon Municipal Income (NYSE:DMF) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their analyst recommendations, risk, institutional ownership, valuation, dividends, community ranking, earnings, profitability and media sentiment.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Special Opportunities Fund$27.53M5.30N/AN/AN/A
BNY Mellon Municipal IncomeN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
Special Opportunities FundN/A N/A N/A
BNY Mellon Municipal Income N/A N/A N/A

In the previous week, Special Opportunities Fund had 6 more articles in the media than BNY Mellon Municipal Income. MarketBeat recorded 6 mentions for Special Opportunities Fund and 0 mentions for BNY Mellon Municipal Income. Special Opportunities Fund's average media sentiment score of 1.06 beat BNY Mellon Municipal Income's score of 0.80 indicating that Special Opportunities Fund is being referred to more favorably in the media.

Company Overall Sentiment
Special Opportunities Fund Positive
BNY Mellon Municipal Income Positive

Special Opportunities Fund has a beta of 1.01, meaning that its share price is 1% more volatile than the S&P 500. Comparatively, BNY Mellon Municipal Income has a beta of 0.51, meaning that its share price is 49% less volatile than the S&P 500.

Special Opportunities Fund received 150 more outperform votes than BNY Mellon Municipal Income when rated by MarketBeat users.

CompanyUnderperformOutperform
Special Opportunities FundOutperform Votes
150
66.67%
Underperform Votes
75
33.33%
BNY Mellon Municipal IncomeN/AN/A

Special Opportunities Fund pays an annual dividend of $1.08 per share and has a dividend yield of 8.3%. BNY Mellon Municipal Income pays an annual dividend of $0.18 per share and has a dividend yield of 2.6%.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Special Opportunities Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
BNY Mellon Municipal Income
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

35.6% of Special Opportunities Fund shares are held by institutional investors. 49.3% of Special Opportunities Fund shares are held by insiders. Comparatively, 1.0% of BNY Mellon Municipal Income shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Summary

Special Opportunities Fund beats BNY Mellon Municipal Income on 8 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 SPE 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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SPE vs. The Competition

MetricSpecial Opportunities FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$145.81M$7.36B$9.97B$18.06B
Dividend Yield8.21%6.17%5.85%3.44%
P/E RatioN/A0.4639.8826.22
Price / Sales5.3017.27288.5811.56
Price / CashN/A7.8017.0619.45
Price / BookN/A1.003.346.01
Net IncomeN/A$73.96M$1.02B$966.65M
7 Day Performance1.87%0.79%1.71%1.85%
1 Month Performance6.71%4.23%4.58%6.59%
1 Year Performance21.19%6.85%18.35%23.69%

Special Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DMF
BNY Mellon Municipal Income
0 of 5 stars
$6.85
+0.1%
N/A+9.1%$142.10MN/A0.00N/ANews Coverage
Positive News
MPA
BlackRock MuniYield Pennsylvania Quality Fund
0 of 5 stars
$11.91
-0.4%
N/A+6.6%$154.23MN/A0.00N/AEx-Dividend
Positive News
NNY
Nuveen New York Municipal Value Fund
0 of 5 stars
$8.18
-0.2%
N/A-5.1%$154.52MN/A0.00N/AEx-Dividend
PIM
Putnam Master Intermediate Income Trust
0 of 5 stars
$3.21
+0.6%
N/A+1.4%$154.93MN/A0.00N/AUpcoming Earnings
GGT
The Gabelli Multimedia Trust
0 of 5 stars
$5.64
+1.3%
N/A-5.0%$158.88MN/A0.00N/ADividend Announcement
News Coverage
Positive News
NAZ
Nuveen Arizona Quality Municipal Income Fund
0 of 5 stars
$10.82
-0.3%
N/A+1.0%$125.51MN/A0.00N/AEx-Dividend
Positive News
MPV
Barings Participation Investors
0 of 5 stars
$15.40
+0.2%
N/A+28.8%$163.55MN/A0.00N/ADividend Increase
News Coverage
Positive News
KF
The Korea Fund
0 of 5 stars
$24.11
+0.7%
N/A+11.0%$118.67M$18.93M0.00N/ANews Coverage
JHI
John Hancock Investors Trust
0 of 5 stars
$13.54
+0.5%
N/A+8.8%$118.34MN/A0.00N/ANews Coverage
PCF
High Income Securities Fund
0 of 5 stars
$6.66
+0.6%
N/A+8.3%$116.75M$11.77M0.00N/ANegative News

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This page (NYSE:SPE) was last updated on 5/19/2024 by MarketBeat.com Staff

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