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Special Opportunities Fund (SPE) Competitors

Special Opportunities Fund logo
$15.66 +0.04 (+0.26%)
Closing price 08/29/2025 03:56 PM Eastern
Extended Trading
$15.67 +0.01 (+0.06%)
As of 08/29/2025 04:04 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, DSU, CCAP, PEO, CION, ECC, RMT, IFN, TYG, and MCI

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 Debt Strategies Fund (DSU), Crescent Capital BDC (CCAP), Adams Natural Resources Fund (PEO), CION Investment (CION), Eagle Point Credit (ECC), Royce Otc Micro (RMT), India Fund (IFN), Tortoise Energy Infrastructure (TYG), and Barings Corporate Investors (MCI). These companies are all part of the "financial services" industry.

Special Opportunities Fund vs. Its Competitors

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, analyst recommendations, dividends, profitability, media sentiment, earnings, risk and valuation.

Special Opportunities Fund has a beta of 0.86, suggesting that its stock price is 14% less volatile than the S&P 500. Comparatively, John Hancock Premium Dividend Fund has a beta of 0.8, suggesting that its stock price is 20% less volatile than the S&P 500.

Special Opportunities Fund pays an annual dividend of $1.26 per share and has a dividend yield of 8.0%. John Hancock Premium Dividend Fund pays an annual dividend of $0.99 per share and has a dividend yield of 7.4%.

In the previous week, John Hancock Premium Dividend Fund had 2 more articles in the media than Special Opportunities Fund. MarketBeat recorded 2 mentions for John Hancock Premium Dividend Fund and 0 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 1.61 beat John Hancock Premium Dividend Fund's score of 0.43 indicating that Special Opportunities Fund is being referred to more favorably in the media.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Special Opportunities Fund$37.11M4.72N/AN/AN/A
John Hancock Premium Dividend FundN/AN/AN/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 company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

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

Summary

Special Opportunities Fund beats John Hancock Premium Dividend Fund on 6 of the 7 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 SPE 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 FundFIN IndustryFinance SectorNYSE Exchange
Market Cap$175.33M$3.95B$12.56B$21.35B
Dividend Yield8.07%6.19%5.42%3.49%
P/E RatioN/AN/A228.4629.34
Price / Sales4.7247.2932.4052.51
Price / CashN/A18.0022.2523.91
Price / BookN/A1.122.355.36
Net IncomeN/A$161.89M$1.01B$996.52M
7 Day Performance0.06%0.49%0.24%0.34%
1 Month Performance1.49%2.38%3.64%5.52%
1 Year Performance13.48%1.13%541.65%11.66%

Special Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SPE
Special Opportunities Fund
N/A$15.66
+0.3%
N/A+13.5%$175.33M$37.11M0.00N/APositive News
PDT
John Hancock Premium Dividend Fund
N/A$13.41
+0.1%
N/A+2.1%$658.59MN/A0.00147,000News Coverage
DSU
BlackRock Debt Strategies Fund
N/A$10.61
+0.4%
N/A-2.6%$575.75MN/A0.00N/ANews Coverage
Positive News
Upcoming Earnings
CCAP
Crescent Capital BDC
3.2543 of 5 stars
$15.53
+1.6%
$17.25
+11.1%
-14.5%$566.28M$56.75M12.94N/AHigh Trading Volume
PEO
Adams Natural Resources Fund
N/A$21.63
+0.7%
N/A-6.0%$564.17MN/A0.0018News Coverage
Positive News
CION
CION Investment
0.907 of 5 stars
$10.72
+0.1%
$10.75
+0.2%
-11.8%$557.85M$252.43M-56.44N/APositive News
ECC
Eagle Point Credit
2.9399 of 5 stars
$7.05
+0.1%
$8.67
+22.9%
-24.7%$541.72M$179.77M64.10N/A
RMT
Royce Otc Micro
N/A$10.12
+0.0%
N/A+3.9%$531.71MN/A0.00N/ANews Coverage
Positive News
IFN
India Fund
N/A$15.30
-0.9%
N/A-17.7%$479.20MN/A0.0021,000Positive News
Upcoming Earnings
TYG
Tortoise Energy Infrastructure
N/A$42.93
+0.3%
N/A+16.0%$460.96MN/A0.00N/ANews Coverage
Positive News
MCI
Barings Corporate Investors
N/A$21.36
+1.1%
N/A+20.8%$428.91MN/A0.00N/ANews Coverage
Positive News

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This page (NYSE:SPE) was last updated on 8/31/2025 by MarketBeat.com Staff
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