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Special Opportunities Fund (SPE) Competitors

Special Opportunities Fund logo
$14.81 -0.12 (-0.80%)
(As of 11/20/2024 ET)

SPE vs. PDT, MUJ, PEO, CION, IFN, DSU, RMT, ASA, MCI, and MYN

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), Adams Natural Resources Fund (PEO), CION Investment (CION), The India Fund (IFN), BlackRock Debt Strategies Fund (DSU), Royce Micro-Cap Trust (RMT), ASA Gold and Precious Metals (ASA), Barings Corporate Investors (MCI), and BlackRock MuniYield New York Quality Fund (MYN). 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 better investment? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, profitability, community ranking, media sentiment, institutional ownership, dividends, valuation and risk.

Special Opportunities Fund has a beta of 1.03, suggesting that its stock price is 3% more volatile than the S&P 500. Comparatively, John Hancock Premium Dividend Fund has a beta of 0.96, suggesting that its stock price is 4% less volatile than the S&P 500.

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 insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

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 FundN/AN/AN/AN/AN/A
John Hancock Premium Dividend FundN/AN/AN/AN/AN/A

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

In the previous week, John Hancock Premium Dividend Fund had 1 more articles in the media than Special Opportunities Fund. MarketBeat recorded 1 mentions for John Hancock Premium Dividend Fund and 0 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 0.66 beat John Hancock Premium Dividend Fund's score of 0.37 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 Neutral

Special Opportunities Fund pays an annual dividend of $1.14 per share and has a dividend yield of 7.7%. John Hancock Premium Dividend Fund pays an annual dividend of $0.99 per share and has a dividend yield of 7.7%.

Summary

Special Opportunities Fund beats John Hancock Premium Dividend Fund on 6 of the 8 factors compared between the two stocks.

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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SPE vs. The Competition

MetricSpecial Opportunities FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$166.95M$8.31B$10.41B$19.84B
Dividend Yield7.61%6.40%10.14%3.50%
P/E RatioN/A0.4647.1237.73
Price / SalesN/A24.163,443.7818.01
Price / CashN/A6.9930.7717.90
Price / BookN/A0.912.484.86
Net IncomeN/A$73.96M$993.44M$985.93M
7 Day Performance-1.27%-0.51%-0.05%0.45%
1 Month Performance2.00%-1.92%7.13%1.05%
1 Year Performance33.06%11.36%24.11%24.67%

Special Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SPE
Special Opportunities Fund
N/A$14.81
-0.8%
N/A+32.1%$166.95MN/A0.00N/A
PDT
John Hancock Premium Dividend Fund
N/A$12.85
-0.1%
N/A+24.5%$632.52MN/A0.00147,000
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
N/A$11.63
+0.2%
N/A+7.0%$627.05MN/A0.00N/A
PEO
Adams Natural Resources Fund
N/A$24.38
+0.7%
N/A+18.1%$617.44MN/A0.0018Dividend Increase
Positive News
CION
CION Investment
2.4345 of 5 stars
$11.44
-0.3%
$12.25
+7.1%
+3.4%$609.59M$90.95M7.78N/APositive News
IFN
The India Fund
N/A$17.77
+0.4%
N/A+1.0%$549.70MN/A0.0021,000Positive News
DSU
BlackRock Debt Strategies Fund
N/A$10.85
+0.2%
N/A+6.6%$505.72MN/A0.00N/ANegative News
RMT
Royce Micro-Cap Trust
N/A$9.84
-0.6%
N/A+17.3%$501.75MN/A0.00N/A
ASA
ASA Gold and Precious Metals
N/A$20.01
-0.8%
N/A+43.9%$430.62MN/A0.001,100
MCI
Barings Corporate Investors
N/A$19.74
-0.3%
N/A+15.5%$401.91MN/A0.00N/A
MYN
BlackRock MuniYield New York Quality Fund
N/A$10.30
flat
N/A+7.4%$394.63MN/A0.00N/APositive News

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