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John Hancock Financial Opportunities Fund (BTO) Competitors

John Hancock Financial Opportunities Fund logo
$37.72 +0.09 (+0.24%)
(As of 11/20/2024 ET)

BTO vs. ADX, PTY, RVT, OXLC, BCAT, STEW, CET, MFIC, NMFC, and BCSF

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 Adams Diversified Equity Fund (ADX), PIMCO Corporate & Income Opportunity Fund (PTY), Royce Value Trust (RVT), Oxford Lane Capital (OXLC), BlackRock Capital Allocation Term Trust (BCAT), SRH Total Return Fund (STEW), Central Securities (CET), MidCap Financial Investment (MFIC), New Mountain Finance (NMFC), and Bain Capital Specialty Finance (BCSF). These companies are all part of the "financial services" industry.

John Hancock Financial Opportunities Fund vs.

John Hancock Financial Opportunities Fund (NYSE:BTO) and Adams Diversified Equity Fund (NYSE:ADX) are both finance companies, but which is the superior business? We will compare the two businesses based on the strength of their profitability, institutional ownership, community ranking, earnings, media sentiment, analyst recommendations, risk, dividends and valuation.

In the previous week, Adams Diversified Equity Fund had 6 more articles in the media than John Hancock Financial Opportunities Fund. MarketBeat recorded 7 mentions for Adams Diversified Equity Fund and 1 mentions for John Hancock Financial Opportunities Fund. John Hancock Financial Opportunities Fund's average media sentiment score of 1.66 beat Adams Diversified Equity Fund's score of 0.65 indicating that John Hancock Financial Opportunities Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
John Hancock Financial Opportunities Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Adams Diversified Equity Fund
1 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

John Hancock Financial Opportunities Fund received 10 more outperform votes than Adams Diversified Equity Fund when rated by MarketBeat users. Likewise, 70.27% of users gave John Hancock Financial Opportunities Fund an outperform vote while only 53.09% of users gave Adams Diversified Equity Fund an outperform vote.

CompanyUnderperformOutperform
John Hancock Financial Opportunities FundOutperform Votes
156
70.27%
Underperform Votes
66
29.73%
Adams Diversified Equity FundOutperform Votes
146
53.09%
Underperform Votes
129
46.91%

John Hancock Financial Opportunities Fund pays an annual dividend of $2.60 per share and has a dividend yield of 6.9%. Adams Diversified Equity Fund pays an annual dividend of $2.50 per share and has a dividend yield of 11.2%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
John Hancock Financial Opportunities FundN/AN/AN/AN/AN/A
Adams Diversified Equity Fund$639.96M4.32N/AN/AN/A

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

John Hancock Financial Opportunities Fund has a beta of 1.37, meaning that its stock price is 37% more volatile than the S&P 500. Comparatively, Adams Diversified Equity Fund has a beta of 1.02, meaning that its stock price is 2% more volatile than the S&P 500.

19.6% of John Hancock Financial Opportunities Fund shares are held by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are held by institutional investors. 0.1% of Adams Diversified Equity Fund shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

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
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Summary

John Hancock Financial Opportunities Fund beats Adams Diversified Equity Fund on 6 of the 11 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 {thisCompany.Symbol} 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$743.84M$8.28B$10.35B$19.85B
Dividend Yield6.91%6.42%10.18%3.52%
P/E RatioN/A0.4649.6042.73
Price / SalesN/A13.913,386.8319.27
Price / CashN/A6.9730.6817.86
Price / BookN/A0.902.895.52
Net IncomeN/A$73.96M$994.27M$986.45M
7 Day Performance0.35%-0.51%-0.05%0.45%
1 Month Performance10.10%-1.92%7.13%1.05%
1 Year Performance39.81%11.36%24.11%24.67%

John Hancock Financial Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BTO
John Hancock Financial Opportunities Fund
N/A$37.72
+0.2%
N/A+36.2%$743.84MN/A0.002,719Positive News
ADX
Adams Diversified Equity Fund
N/A$22.29
-1.1%
N/A+32.9%$2.79B$639.96M0.0030Dividend Announcement
High Trading Volume
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$14.57
+0.2%
N/A+7.5%$2.23BN/A0.00147,000News Coverage
Positive News
RVT
Royce Value Trust
N/A$15.93
-0.2%
N/A+22.4%$1.84BN/A0.0050Positive News
OXLC
Oxford Lane Capital
2.0349 of 5 stars
$5.22
-0.4%
N/A+5.9%$1.81B$194.42M3.73601
BCAT
BlackRock Capital Allocation Term Trust
N/A$15.92
-0.6%
N/A+7.7%$1.71B$211.29M0.00147,000News Coverage
STEW
SRH Total Return Fund
N/A$16.11
-0.3%
N/A+20.5%$1.56BN/A0.00N/ADividend Increase
News Coverage
Positive News
CET
Central Securities
N/A$46.26
-0.2%
N/A+27.3%$1.31BN/A0.006Positive News
MFIC
MidCap Financial Investment
2.1253 of 5 stars
$13.77
-0.4%
$14.71
+6.9%
+3.8%$1.29B$121.29M8.83N/AAnalyst Forecast
NMFC
New Mountain Finance
2.5729 of 5 stars
$11.52
-0.8%
$11.00
-4.5%
-10.1%$1.25B$374.84M10.97N/A
BCSF
Bain Capital Specialty Finance
1.1326 of 5 stars
$16.61
-1.2%
$17.00
+2.3%
+9.9%$1.07B$297.79M8.351,000

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This page (NYSE:BTO) was last updated on 11/21/2024 by MarketBeat.com Staff
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