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John Hancock Financial Opportunities Fund (BTO) Competitors

John Hancock Financial Opportunities Fund logo
$37.58 -0.11 (-0.28%)
Closing price 01/31/2025 03:59 PM Eastern
Extended Trading
$37.51 -0.07 (-0.17%)
As of 01/31/2025 06:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

BTO vs. ADX, PTY, USA, RVT, OXLC, GAB, BCAT, STEW, GSBD, and CET

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), Liberty All-Star Equity Fund (USA), Royce Value Trust (RVT), Oxford Lane Capital (OXLC), The Gabelli Equity Trust (GAB), BlackRock Capital Allocation Term Trust (BCAT), SRH Total Return Fund (STEW), Goldman Sachs BDC (GSBD), and Central Securities (CET). 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 better stock? We will compare the two companies based on the strength of their risk, valuation, dividends, analyst recommendations, profitability, media sentiment, institutional ownership, community ranking and earnings.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
John Hancock Financial Opportunities FundN/AN/AN/AN/AN/A
Adams Diversified Equity Fund$639.96M3.97N/AN/AN/A

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 $2.97 per share and has a dividend yield of 14.5%.

In the previous week, Adams Diversified Equity Fund had 1 more articles in the media than John Hancock Financial Opportunities Fund. MarketBeat recorded 3 mentions for Adams Diversified Equity Fund and 2 mentions for John Hancock Financial Opportunities Fund. Adams Diversified Equity Fund's average media sentiment score of 0.85 beat John Hancock Financial Opportunities Fund's score of 0.51 indicating that Adams Diversified Equity Fund is being referred to more favorably in the news media.

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, Adams Diversified Equity Fund has a beta of 1.01, suggesting that its stock price is 1% more volatile than the S&P 500.

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 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%

Summary

Adams Diversified Equity Fund beats John Hancock Financial Opportunities 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$736.38M$8.11B$11.85B$20.11B
Dividend Yield6.97%6.88%5.76%3.64%
P/E RatioN/A0.4725.4340.96
Price / SalesN/A13.3527.5018.55
Price / CashN/A7.1118.3120.47
Price / BookN/A0.992.675.90
Net IncomeN/A$73.96M$1.07B$1.02B
7 Day Performance1.72%0.22%0.35%-0.56%
1 Month Performance5.28%2.47%1.69%4.15%
1 Year Performance23.56%4.87%14.82%16.89%

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$37.58
-0.3%
N/A+23.8%$736.38MN/A0.002,719Short Interest ↓
ADX
Adams Diversified Equity Fund
N/A$20.46
-1.7%
N/A+12.8%$2.54BN/A0.0030Short Interest ↓
Positive News
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$14.59
+0.0%
N/A+6.5%$2.23BN/A0.00147,000Short Interest ↓
News Coverage
USA
Liberty All-Star Equity Fund
N/A$7.12
-0.8%
N/A+8.5%$1.93BN/A0.00N/APositive News
RVT
Royce Value Trust
N/A$16.25
-2.2%
N/A+13.6%$1.87BN/A0.0050Short Interest ↓
OXLC
Oxford Lane Capital
2.3525 of 5 stars
$5.11
-0.2%
N/A-0.4%$1.77B$194.42M3.65601Earnings Report
Dividend Announcement
GAB
The Gabelli Equity Trust
N/A$5.65
-0.1%
N/A+8.4%$1.71BN/A0.00N/AShort Interest ↓
News Coverage
Positive News
BCAT
BlackRock Capital Allocation Term Trust
N/A$15.44
-1.3%
N/A+0.9%$1.66B$211.29M0.00147,000Short Interest ↓
News Coverage
STEW
SRH Total Return Fund
N/A$16.57
+0.3%
N/A+17.9%$1.60B$394.21M0.00N/AUpcoming Earnings
Short Interest ↓
News Coverage
Positive News
GSBD
Goldman Sachs BDC
1.2222 of 5 stars
$12.81
+0.7%
$13.00
+1.5%
-15.1%$1.50B$454.91M18.29N/AShort Interest ↑
CET
Central Securities
N/A$47.07
-0.6%
N/A+27.2%$1.34BN/A0.006

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This page (NYSE:BTO) was last updated on 2/1/2025 by MarketBeat.com Staff
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