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John Hancock Financial Opportunities Fund (BTO) Competitors

John Hancock Financial Opportunities Fund logo
$34.92 +0.79 (+2.31%)
(As of 12/20/2024 04:32 PM 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.

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

Company Net Margins Return on Equity Return on Assets
Adams Diversified Equity FundN/A N/A N/A
John Hancock Financial Opportunities 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
Adams Diversified Equity FundOutperform Votes
146
53.09%
Underperform Votes
129
46.91%
John Hancock Financial Opportunities FundOutperform Votes
156
70.27%
Underperform Votes
66
29.73%

28.4% of Adams Diversified Equity Fund shares are held by institutional investors. Comparatively, 19.5% of John Hancock Financial Opportunities 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 endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
John Hancock Financial Opportunities Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
4.00

In the previous week, Adams Diversified Equity Fund had 9 more articles in the media than John Hancock Financial Opportunities Fund. MarketBeat recorded 9 mentions for Adams Diversified Equity Fund and 0 mentions for John Hancock Financial Opportunities Fund. John Hancock Financial Opportunities Fund's average media sentiment score of 1.32 beat Adams Diversified Equity Fund's score of 0.64 indicating that John Hancock Financial Opportunities Fund is being referred to more favorably in the news media.

Adams Diversified Equity Fund has a beta of 1.01, suggesting that its share price is 1% more volatile than the S&P 500. Comparatively, John Hancock Financial Opportunities Fund has a beta of 1.39, suggesting that its share price is 39% more volatile than the S&P 500.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Adams Diversified Equity Fund$639.96M3.93N/AN/AN/A
John Hancock Financial Opportunities Fund$132.65M5.20N/AN/AN/A

Adams Diversified Equity Fund pays an annual dividend of $2.50 per share and has a dividend yield of 12.3%. John Hancock Financial Opportunities Fund pays an annual dividend of $2.60 per share and has a dividend yield of 7.4%.

Summary

John Hancock Financial Opportunities Fund beats Adams Diversified Equity Fund on 7 of the 12 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$689.39M$8.38B$11.22B$19.18B
Dividend Yield7.18%6.75%9.82%3.61%
P/E RatioN/A0.4426.7141.30
Price / Sales5.2014.1036.4317.58
Price / CashN/A7.0318.5921.28
Price / BookN/A0.882.755.32
Net IncomeN/A$73.96M$1.04B$989.88M
7 Day Performance-5.37%-2.96%-2.88%-3.54%
1 Month Performance-8.39%-2.31%-2.89%-3.68%
1 Year Performance17.22%3.73%11.55%12.14%

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$34.92
+2.3%
N/A+16.9%$689.39M$132.65M0.002,719Positive News
ADX
Adams Diversified Equity Fund
N/A$20.66
+0.8%
N/A+16.8%$2.56B$639.96M0.0030
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$14.54
flat
N/A+6.9%$2.23B$211.84M0.00147,000
RVT
Royce Value Trust
N/A$15.82
-0.4%
N/A+10.8%$1.82BN/A0.0050
OXLC
Oxford Lane Capital
2.5686 of 5 stars
$5.24
flat
N/A+4.5%$1.81B$194.42M3.75601Ex-Dividend
Positive News
BCAT
BlackRock Capital Allocation Term Trust
N/A$15.97
-0.4%
N/A+2.4%$1.72B$211.29M0.00147,000
STEW
SRH Total Return Fund
N/A$16.33
-0.3%
N/A+16.7%$1.58BN/A0.00N/A
CET
Central Securities
N/A$46.69
+0.2%
N/A+21.9%$1.33B$300.48M0.006
MFIC
MidCap Financial Investment
2.297 of 5 stars
$13.56
-1.1%
$14.71
+8.5%
-1.2%$1.27B$121.29M8.79N/ANews Coverage
Positive News
NMFC
New Mountain Finance
2.1694 of 5 stars
$11.76
-0.3%
$11.00
-6.5%
-12.7%$1.27B$124.62M11.23N/AEx-Dividend
Insider Trade
News Coverage
Positive News
BCSF
Bain Capital Specialty Finance
1.4999 of 5 stars
$17.16
-0.5%
$17.00
-0.9%
+10.8%$1.11B$297.79M8.661,000

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This page (NYSE:BTO) was last updated on 12/21/2024 by MarketBeat.com Staff
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