Free Trial

Special Opportunities Fund (SPE) Competitors

Special Opportunities Fund logo
$14.12 +0.08 (+0.57%)
Closing price 03:58 PM Eastern
Extended Trading
$14.14 +0.02 (+0.14%)
As of 04:05 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.

SPE vs. PDT, MUJ, BTO, CCAP, ECC, PEO, CION, IFN, MCI, and TYG

Should you be buying Special Opportunities Fund stock or one of its competitors? The main competitors of Special Opportunities Fund include John Hancock Premium Dividend Fund (PDT), BlackRock MuniHoldings New Jersey Quality Fund (MUJ), John Hancock Financial Opportunities Fund (BTO), Crescent Capital BDC (CCAP), Eagle Point Credit (ECC), Adams Natural Resources Fund (PEO), CION Investment (CION), The India Fund (IFN), Barings Corporate Investors (MCI), and Tortoise Energy Infrastructure (TYG). These companies are all part of the "financial services" industry.

Special Opportunities Fund vs.

Special Opportunities Fund (NYSE:SPE) and John Hancock Premium Dividend Fund (NYSE:PDT) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, dividends, media sentiment, community ranking, risk, earnings, profitability, analyst recommendations and valuation.

In the previous week, Special Opportunities Fund and Special Opportunities Fund both had 1 articles in the media. Special Opportunities Fund's average media sentiment score of 1.32 beat John Hancock Premium Dividend Fund's score of 1.00 indicating that Special Opportunities Fund is being referred to more favorably in the media.

Company Overall Sentiment
Special Opportunities Fund Positive
John Hancock Premium Dividend Fund Positive

Company Net Margins Return on Equity Return on Assets
Special Opportunities FundN/A N/A N/A
John Hancock Premium Dividend Fund N/A N/A N/A

Special Opportunities Fund received 29 more outperform votes than John Hancock Premium Dividend Fund when rated by MarketBeat users. Likewise, 66.67% of users gave Special Opportunities Fund an outperform vote while only 64.71% of users gave John Hancock Premium Dividend Fund an outperform vote.

CompanyUnderperformOutperform
Special Opportunities FundOutperform Votes
150
66.67%
Underperform Votes
75
33.33%
John Hancock Premium Dividend FundOutperform Votes
121
64.71%
Underperform Votes
66
35.29%

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Special Opportunities Fund$37.11M4.25N/AN/AN/A
John Hancock Premium Dividend Fund$198.30M3.07N/AN/AN/A

35.6% of Special Opportunities Fund shares are owned by institutional investors. Comparatively, 13.0% of John Hancock Premium Dividend Fund shares are owned by institutional investors. 49.3% of Special Opportunities Fund shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Special Opportunities Fund has a beta of 0.85, meaning that its share price is 15% less volatile than the S&P 500. Comparatively, John Hancock Premium Dividend Fund has a beta of 0.8, meaning that its share price is 20% less volatile than the S&P 500.

Special Opportunities Fund pays an annual dividend of $1.17 per share and has a dividend yield of 8.3%. John Hancock Premium Dividend Fund pays an annual dividend of $0.99 per share and has a dividend yield of 8.0%.

Summary

Special Opportunities Fund beats John Hancock Premium Dividend Fund on 8 of the 9 factors compared between the two stocks.

Remove Ads
Get Special Opportunities Fund News Delivered to You Automatically

Sign up to receive the latest news and ratings for SPE and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

SPE vs. The Competition

MetricSpecial Opportunities FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$157.89M$7.45B$10.83B$18.43B
Dividend Yield8.43%7.13%6.00%4.22%
P/E RatioN/A3.5321.6731.10
Price / Sales4.2519.8525.1426.38
Price / CashN/A7.5117.6117.54
Price / BookN/A0.872.564.30
Net IncomeN/A$66.51M$1.03B$1.02B
7 Day Performance0.93%2.02%2.71%2.90%
1 Month Performance-6.14%-5.10%-3.76%-7.77%
1 Year Performance14.98%0.16%535.17%2.31%

Special Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SPE
Special Opportunities Fund
N/A$14.12
+0.6%
N/A+15.5%$157.89M$37.11M0.00N/ADividend Announcement
Positive News
PDT
John Hancock Premium Dividend Fund
N/A$12.13
+0.4%
N/A+13.7%$596.61M$198.30M0.00147,000Short Interest ↓
Positive News
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
N/A$10.90
+1.1%
N/A-2.8%$588.45M$29.93M0.00N/A
BTO
John Hancock Financial Opportunities Fund
N/A$29.71
+0.3%
N/A+14.0%$586.54M$142.41M0.002,719Short Interest ↑
News Coverage
CCAP
Crescent Capital BDC
2.4618 of 5 stars
$14.76
+1.7%
$18.90
+28.0%
-10.7%$547.04M$83.50M7.42N/AShort Interest ↑
ECC
Eagle Point Credit
3.5114 of 5 stars
$6.99
-0.6%
$10.50
+50.2%
-26.3%$537.87M$97.61M8.32N/AShort Interest ↑
PEO
Adams Natural Resources Fund
N/A$19.86
-0.4%
N/A-13.9%$521.86M$34.82M0.0018Upcoming Earnings
News Coverage
Positive News
CION
CION Investment
2.247 of 5 stars
$9.06
+2.7%
$11.50
+26.9%
-14.7%$467.70M$45.95M6.16N/AShort Interest ↑
High Trading Volume
IFN
The India Fund
N/A$14.72
+1.8%
N/A-18.1%$457.14M$110.12M0.0021,000Short Interest ↑
News Coverage
MCI
Barings Corporate Investors
N/A$20.92
+3.1%
N/A+20.0%$424.66M$37.92M0.00N/AShort Interest ↑
News Coverage
TYG
Tortoise Energy Infrastructure
N/A$38.29
+3.4%
N/A+30.9%$412.19M$214.33M0.00N/AShort Interest ↓
Positive News
Remove Ads

Related Companies and Tools


This page (NYSE:SPE) was last updated on 4/17/2025 by MarketBeat.com Staff
From Our Partners