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Special Opportunities Fund (SPE) Competitors

Special Opportunities Fund logo
$14.72
-0.04 (-0.27%)
(As of 11/1/2024 ET)

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

Should you be buying Special Opportunities Fund stock or one of its competitors? The main competitors of Special Opportunities Fund include BlackRock MuniHoldings New Jersey Quality Fund (MUJ), John Hancock Premium Dividend Fund (PDT), CION Investment (CION), Adams Natural Resources Fund (PEO), The India Fund (IFN), BlackRock Debt Strategies Fund (DSU), ASA Gold and Precious Metals (ASA), Royce Micro-Cap Trust (RMT), Barings Corporate Investors (MCI), and Abrdn Life Sciences Investors (HQL). These companies are all part of the "financial services" industry.

Special Opportunities Fund vs.

BlackRock MuniHoldings New Jersey Quality Fund (NYSE:MUJ) and Special Opportunities Fund (NYSE:SPE) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their media sentiment, analyst recommendations, institutional ownership, earnings, valuation, community ranking, profitability, risk and dividends.

In the previous week, BlackRock MuniHoldings New Jersey Quality Fund had 2 more articles in the media than Special Opportunities Fund. MarketBeat recorded 3 mentions for BlackRock MuniHoldings New Jersey Quality Fund and 1 mentions for Special Opportunities Fund. BlackRock MuniHoldings New Jersey Quality Fund's average media sentiment score of 1.45 beat Special Opportunities Fund's score of 0.22 indicating that BlackRock MuniHoldings New Jersey Quality Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BlackRock MuniHoldings New Jersey Quality Fund
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Special Opportunities Fund
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

BlackRock MuniHoldings New Jersey Quality Fund has a beta of 0.46, indicating that its share price is 54% less volatile than the S&P 500. Comparatively, Special Opportunities Fund has a beta of 1.04, indicating that its share price is 4% more volatile than the S&P 500.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
BlackRock MuniHoldings New Jersey Quality Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Special Opportunities Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

BlackRock MuniHoldings New Jersey Quality Fund pays an annual dividend of $0.59 per share and has a dividend yield of 5.1%. Special Opportunities Fund pays an annual dividend of $1.13 per share and has a dividend yield of 7.7%.

Special Opportunities Fund received 22 more outperform votes than BlackRock MuniHoldings New Jersey Quality Fund when rated by MarketBeat users. Likewise, 66.67% of users gave Special Opportunities Fund an outperform vote while only 64.97% of users gave BlackRock MuniHoldings New Jersey Quality Fund an outperform vote.

CompanyUnderperformOutperform
BlackRock MuniHoldings New Jersey Quality FundOutperform Votes
128
64.97%
Underperform Votes
69
35.03%
Special Opportunities FundOutperform Votes
150
66.67%
Underperform Votes
75
33.33%

Company Net Margins Return on Equity Return on Assets
BlackRock MuniHoldings New Jersey Quality FundN/A N/A N/A
Special Opportunities Fund N/A N/A N/A

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BlackRock MuniHoldings New Jersey Quality FundN/AN/AN/AN/AN/A
Special Opportunities FundN/AN/AN/AN/AN/A

15.1% of BlackRock MuniHoldings New Jersey Quality Fund shares are held by institutional investors. Comparatively, 35.6% of Special Opportunities Fund shares are held by institutional investors. 1.0% of BlackRock MuniHoldings New Jersey Quality Fund shares are held by insiders. Comparatively, 49.3% of Special Opportunities Fund shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Summary

Special Opportunities Fund beats BlackRock MuniHoldings New Jersey Quality 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$165.02M$7.86B$10.41B$19.28B
Dividend Yield7.69%6.37%10.18%3.53%
P/E RatioN/A0.9843.2041.35
Price / SalesN/A15.243,408.0914.57
Price / CashN/A7.2030.1320.88
Price / BookN/A0.933.975.39
Net IncomeN/A$73.96M$992.99M$985.39M
7 Day Performance3.72%-0.49%-0.35%-0.71%
1 Month Performance5.28%-2.50%0.25%-0.97%
1 Year Performance38.67%15.55%22.73%25.05%

Special Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SPE
Special Opportunities Fund
N/A$14.72
-0.3%
N/A+40.8%$165.05MN/A0.00N/A
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
N/A$11.67
flat
N/A+15.5%$630.06MN/A0.00N/ANews Coverage
Positive News
PDT
John Hancock Premium Dividend Fund
N/A$12.75
-0.6%
N/A+29.7%$627.17MN/A0.00147,000News Coverage
CION
CION Investment
2.5259 of 5 stars
$11.65
-0.5%
$12.25
+5.2%
+17.1%$622.69M$251.01M4.96N/AUpcoming Earnings
Analyst Forecast
PEO
Adams Natural Resources Fund
N/A$23.53
-0.1%
N/A+8.8%$600.34M$98.62M0.0018News Coverage
IFN
The India Fund
N/A$17.64
+0.2%
N/A+8.0%$547.90MN/A0.0021,000News Coverage
DSU
BlackRock Debt Strategies Fund
N/A$10.93
+1.2%
N/A+9.4%$509.45M$54.68M0.00N/AShort Interest ↓
Positive News
ASA
ASA Gold and Precious Metals
N/A$21.96
0.0%
N/A+63.0%$472.58MN/A0.001,100News Coverage
Positive News
RMT
Royce Micro-Cap Trust
N/A$9.32
flat
N/A+19.3%$472.34MN/A0.00N/APositive News
MCI
Barings Corporate Investors
N/A$19.91
-0.3%
N/A+24.1%$404.17MN/A0.00N/APositive News
HQL
Abrdn Life Sciences Investors
N/A$14.65
+0.6%
N/A+23.7%$400.69M$39.95M0.00N/APositive News

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This page (NYSE:SPE) was last updated on 11/2/2024 by MarketBeat.com Staff
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