Special Opportunities Fund (SPE) Competitors $15.05 +0.04 (+0.27%) As of 01/17/2025 03:59 PM Eastern Add Compare Share Share Competitors Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends SPE vs. PDT, MUJ, CION, PEO, IFN, RMT, TYG, ASA, MVF, and MCIShould 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), CION Investment (CION), Adams Natural Resources Fund (PEO), The India Fund (IFN), Royce Micro-Cap Trust (RMT), Tortoise Energy Infrastructure (TYG), ASA Gold and Precious Metals (ASA), BlackRock MuniVest Fund (MVF), and Barings Corporate Investors (MCI). These companies are all part of the "financial services" industry. Special Opportunities Fund vs. John Hancock Premium Dividend Fund BlackRock MuniHoldings New Jersey Quality Fund CION Investment Adams Natural Resources Fund The India Fund Royce Micro-Cap Trust Tortoise Energy Infrastructure ASA Gold and Precious Metals BlackRock MuniVest Fund Barings Corporate Investors Special Opportunities Fund (NYSE:SPE) and John Hancock Premium Dividend Fund (NYSE:PDT) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their dividends, valuation, earnings, community ranking, analyst recommendations, media sentiment, profitability, institutional ownership and risk. Is SPE or PDT more profitable? 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 Does the media refer more to SPE or PDT? In the previous week, John Hancock Premium Dividend Fund had 1 more articles in the media than Special Opportunities Fund. MarketBeat recorded 3 mentions for John Hancock Premium Dividend Fund and 2 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 1.00 beat John Hancock Premium Dividend Fund's score of 0.90 indicating that Special Opportunities Fund is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Special Opportunities Fund 1 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive John Hancock Premium Dividend Fund 2 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Which has more risk and volatility, SPE or PDT? Special Opportunities Fund has a beta of 1.03, indicating that its share price is 3% more volatile than the S&P 500. Comparatively, John Hancock Premium Dividend Fund has a beta of 0.96, indicating that its share price is 4% less volatile than the S&P 500. Does the MarketBeat Community prefer SPE or PDT? 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. CompanyUnderperformOutperformSpecial Opportunities FundOutperform Votes15066.67% Underperform Votes7533.33% John Hancock Premium Dividend FundOutperform Votes12164.71% Underperform Votes6635.29% Do insiders & institutionals have more ownership in SPE or PDT? 35.6% of Special Opportunities Fund shares are held by institutional investors. Comparatively, 13.0% of John Hancock Premium Dividend Fund shares are held by institutional investors. 49.3% of Special Opportunities Fund shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term. Which has higher earnings and valuation, SPE or PDT? CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioSpecial Opportunities Fund$34.97M4.81N/AN/AN/AJohn Hancock Premium Dividend FundN/AN/AN/AN/AN/A Is SPE or PDT a better dividend stock? Special Opportunities Fund pays an annual dividend of $1.14 per share and has a dividend yield of 7.6%. John Hancock Premium Dividend Fund pays an annual dividend of $0.99 per share and has a dividend yield of 7.7%. SummarySpecial Opportunities Fund beats John Hancock Premium Dividend Fund on 7 of the 9 factors compared between the two stocks. 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. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?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 ChartMedia Sentiment Over TimeWhat is Media Sentiment?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 Export to ExcelMetricSpecial Opportunities FundInvestment offices IndustryFinance SectorNYSE ExchangeMarket Cap$168.29M$8.70B$11.76B$19.96BDividend Yield7.63%6.86%5.84%3.71%P/E RatioN/A0.4525.1041.38Price / Sales4.8113.6928.4316.30Price / CashN/A6.8017.2719.84Price / BookN/A0.982.655.76Net IncomeN/A$73.96M$1.04B$993.25M7 Day Performance2.38%2.03%2.92%3.12%1 Month Performance3.01%1.39%0.91%4.75%1 Year Performance26.26%6.38%14.70%18.83% Special Opportunities Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SPESpecial Opportunities FundN/A$15.05+0.3%N/A+26.3%$168.29M$34.97M0.00N/ADividend AnnouncementNews CoveragePositive NewsPDTJohn Hancock Premium Dividend FundN/A$12.43-0.6%N/A+22.4%$611.37M$198.30M0.00147,000MUJBlackRock MuniHoldings New Jersey Quality FundN/A$11.02-0.5%N/A+0.6%$594.93M$29.93M0.00N/ACIONCION Investment1.6838 of 5 stars$11.07+1.6%$12.25+10.7%+3.4%$589.88M$90.95M7.53N/APEOAdams Natural Resources FundN/A$23.06+3.0%N/A+19.3%$588.35M$98.62M0.0018Dividend IncreaseHigh Trading VolumeIFNThe India FundN/A$15.93+0.1%N/A-14.3%$494.72M$175.62M0.0021,000Short Interest ↑RMTRoyce Micro-Cap TrustN/A$9.65-0.4%N/A+13.5%$489.08M$93.64M0.00N/ATYGTortoise Energy InfrastructureN/A$44.40+1.2%N/A+67.1%$477.97M$108.65M0.00N/AASAASA Gold and Precious MetalsN/A$21.52-1.1%N/A+51.0%$463.20M$65.95M0.001,100Upcoming EarningsNews CoveragePositive NewsMVFBlackRock MuniVest FundN/A$7.14+0.1%N/A+5.7%$459.79M$29.36M0.00147,000MCIBarings Corporate InvestorsN/A$20.10-0.3%N/A+16.6%$408.01M$38.27M0.00N/A Related Companies and Tools Related Companies John Hancock Premium Dividend Fund Competitors BlackRock MuniHoldings New Jersey Quality Fund Competitors CION Investment Competitors Adams Natural Resources Fund Competitors The India Fund Competitors Royce Micro-Cap Trust Competitors Tortoise Energy Infrastructure Competitors ASA Gold and Precious Metals Competitors BlackRock MuniVest Fund Competitors Barings Corporate Investors Competitors Top 10 Stock Comparisons Bank Stocks Artificial Intelligence Stocks Toy Stocks Growth Stocks Airline Stocks Chinese Stocks EV Charging Stocks Defense Stocks Lithium Stocks Pharmaceutical Stocks This page (NYSE:SPE) was last updated on 1/20/2025 by MarketBeat.com Staff From Our PartnersLast time you’ll see this priced at $1.00When was the last time you bought something for a buck? 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