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Special Opportunities Fund (SPE) Competitors

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$15.48 -0.09 (-0.58%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

SPE vs. NXP, ECC, CION, PDT, MUJ, PEO, ASA, RMT, TYG, and IFN

Should you be buying Special Opportunities Fund stock or one of its competitors? The main competitors of Special Opportunities Fund include Nuveen Select Tax-Free Income Portfolio (NXP), Eagle Point Credit (ECC), CION Investment (CION), John Hancock Premium Dividend Fund (PDT), BlackRock MuniHoldings New Jersey Quality Fund (MUJ), Adams Natural Resources Fund (PEO), ASA Gold and Precious Metals (ASA), Royce Micro-Cap Trust (RMT), Tortoise Energy Infrastructure (TYG), and The India Fund (IFN). These companies are all part of the "financial services" industry.

Special Opportunities Fund vs.

Nuveen Select Tax-Free Income Portfolio (NYSE:NXP) and Special Opportunities Fund (NYSE:SPE) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their community ranking, valuation, institutional ownership, dividends, earnings, profitability, media sentiment, analyst recommendations and risk.

16.2% of Nuveen Select Tax-Free Income Portfolio shares are held by institutional investors. Comparatively, 35.6% of Special Opportunities Fund shares are held by institutional investors. 1.0% of Nuveen Select Tax-Free Income Portfolio shares are held by insiders. Comparatively, 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Nuveen Select Tax-Free Income PortfolioN/AN/AN/AN/AN/A
Special Opportunities FundN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
Nuveen Select Tax-Free Income PortfolioN/A N/A N/A
Special Opportunities Fund N/A N/A N/A

In the previous week, Nuveen Select Tax-Free Income Portfolio had 1 more articles in the media than Special Opportunities Fund. MarketBeat recorded 2 mentions for Nuveen Select Tax-Free Income Portfolio and 1 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 1.38 beat Nuveen Select Tax-Free Income Portfolio's score of 1.31 indicating that Special Opportunities Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Nuveen Select Tax-Free Income Portfolio
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
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

Special Opportunities Fund received 79 more outperform votes than Nuveen Select Tax-Free Income Portfolio when rated by MarketBeat users. Likewise, 66.67% of users gave Special Opportunities Fund an outperform vote while only 63.96% of users gave Nuveen Select Tax-Free Income Portfolio an outperform vote.

CompanyUnderperformOutperform
Nuveen Select Tax-Free Income PortfolioOutperform Votes
71
63.96%
Underperform Votes
40
36.04%
Special Opportunities FundOutperform Votes
150
66.67%
Underperform Votes
75
33.33%

Nuveen Select Tax-Free Income Portfolio pays an annual dividend of $0.61 per share and has a dividend yield of 4.2%. Special Opportunities Fund pays an annual dividend of $1.17 per share and has a dividend yield of 7.6%.

Nuveen Select Tax-Free Income Portfolio has a beta of 0.34, suggesting that its stock price is 66% less volatile than the S&P 500. Comparatively, Special Opportunities Fund has a beta of 1.03, suggesting that its stock price is 3% more volatile than the S&P 500.

Summary

Special Opportunities Fund beats Nuveen Select Tax-Free Income Portfolio on 7 of the 8 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 {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$174.11M$8.33B$11.72B$20.30B
Dividend Yield7.54%6.63%5.37%3.64%
P/E RatioN/A0.5024.1534.87
Price / SalesN/A16.7126.4415.49
Price / CashN/A7.5117.9120.26
Price / BookN/A1.042.594.80
Net IncomeN/A$66.51M$1.03B$1.02B
7 Day Performance-0.79%-0.28%-1.41%-1.07%
1 Month Performance2.05%1.45%0.67%-1.11%
1 Year Performance26.69%5.66%14.93%13.69%

Special Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SPE
Special Opportunities Fund
N/A$15.48
-0.6%
N/A+27.5%$174.11MN/A0.00N/AEx-Dividend
News Coverage
Positive News
NXP
Nuveen Select Tax-Free Income Portfolio
N/A$14.82
-0.4%
N/A+0.3%$693.49MN/A0.0040,400News Coverage
Positive News
ECC
Eagle Point Credit
2.9692 of 5 stars
$8.64
-0.3%
$10.50
+21.6%
-11.7%$664.46M$139.07M10.79N/AEarnings Report
Dividend Announcement
News Coverage
CION
CION Investment
1.9656 of 5 stars
$12.17
+1.6%
$12.25
+0.6%
+12.8%$648.65M$251.01M8.28N/A
PDT
John Hancock Premium Dividend Fund
N/A$12.95
-0.1%
N/A+16.8%$637.01MN/A0.00147,000News Coverage
Positive News
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
N/A$11.50
0.0%
N/A+0.2%$620.62MN/A0.00N/APositive News
PEO
Adams Natural Resources Fund
N/A$22.44
+0.3%
N/A+6.6%$572.44MN/A0.0018Positive News
ASA
ASA Gold and Precious Metals
N/A$25.57
-2.4%
N/A+81.3%$550.25MN/A0.001,100News Coverage
Positive News
RMT
Royce Micro-Cap Trust
N/A$10.02
+0.3%
N/A+4.7%$507.81MN/A0.00N/AUpcoming Earnings
Insider Trade
News Coverage
TYG
Tortoise Energy Infrastructure
N/A$45.44
+1.2%
N/A+53.2%$489.34MN/A0.00N/APositive News
IFN
The India Fund
N/A$15.74
-1.1%
N/A-23.7%$488.88MN/A0.0021,000News Coverage
Gap Down

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This page (NYSE:SPE) was last updated on 2/22/2025 by MarketBeat.com Staff
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