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Special Opportunities Fund (SPE) Competitors

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$15.14 -0.06 (-0.39%)
Closing price 03/26/2025 03:59 PM Eastern
Extended Trading
$15.14 0.00 (0.00%)
As of 03/26/2025 06:35 PM Eastern
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SPE vs. NXP, BTO, CCAP, PDT, ECC, MUJ, ASA, PEO, CION, 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), John Hancock Financial Opportunities Fund (BTO), Crescent Capital BDC (CCAP), John Hancock Premium Dividend Fund (PDT), Eagle Point Credit (ECC), BlackRock MuniHoldings New Jersey Quality Fund (MUJ), ASA Gold and Precious Metals (ASA), Adams Natural Resources Fund (PEO), CION Investment (CION), and The India Fund (IFN). These companies are all part of the "financial services" industry.

Special Opportunities Fund vs.

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

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

35.6% of Special Opportunities Fund shares are held by institutional investors. Comparatively, 16.2% of Nuveen Select Tax-Free Income Portfolio shares are held by institutional investors. 49.3% of Special Opportunities Fund shares are held by company insiders. Comparatively, 1.0% of Nuveen Select Tax-Free Income Portfolio shares are held 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Special Opportunities Fund$37.11M4.56N/AN/AN/A
Nuveen Select Tax-Free Income Portfolio$75.19M8.93N/AN/AN/A

In the previous week, Nuveen Select Tax-Free Income Portfolio had 3 more articles in the media than Special Opportunities Fund. MarketBeat recorded 5 mentions for Nuveen Select Tax-Free Income Portfolio and 2 mentions for Special Opportunities Fund. Nuveen Select Tax-Free Income Portfolio's average media sentiment score of 1.27 beat Special Opportunities Fund's score of 0.46 indicating that Nuveen Select Tax-Free Income Portfolio is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Special Opportunities Fund
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Nuveen Select Tax-Free Income Portfolio
4 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 pays an annual dividend of $1.17 per share and has a dividend yield of 7.7%. Nuveen Select Tax-Free Income Portfolio pays an annual dividend of $0.61 per share and has a dividend yield of 4.3%.

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

Special Opportunities Fund has a beta of 1.04, indicating that its share price is 4% more volatile than the S&P 500. Comparatively, Nuveen Select Tax-Free Income Portfolio has a beta of 0.32, indicating that its share price is 68% less volatile than the S&P 500.

Summary

Special Opportunities Fund beats Nuveen Select Tax-Free Income Portfolio on 6 of the 10 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$169.30M$7.96B$11.37B$19.65B
Dividend Yield7.90%6.81%5.57%3.75%
P/E RatioN/A3.7022.8533.84
Price / Sales4.5616.0625.6327.96
Price / CashN/A7.5117.6117.54
Price / BookN/A0.962.784.60
Net IncomeN/A$66.51M$1.03B$1.02B
7 Day Performance0.77%-0.14%0.86%-0.05%
1 Month Performance-0.16%-1.41%496.49%-1.94%
1 Year Performance19.87%2.02%536.82%5.06%

Special Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SPE
Special Opportunities Fund
N/A$15.14
-0.4%
N/A+20.5%$169.30M$37.11M0.00N/A
NXP
Nuveen Select Tax-Free Income Portfolio
N/A$14.35
-0.7%
N/A-1.0%$671.56M$75.19M0.0040,400Short Interest ↑
News Coverage
Positive News
BTO
John Hancock Financial Opportunities Fund
N/A$32.85
+0.9%
N/A+20.1%$648.53M$142.41M0.002,719Short Interest ↑
Positive News
CCAP
Crescent Capital BDC
1.842 of 5 stars
$17.46
+2.0%
$19.20
+10.0%
+0.9%$647.10M$83.50M8.77N/ADividend Announcement
News Coverage
PDT
John Hancock Premium Dividend Fund
N/A$12.82
+1.0%
N/A+11.4%$630.31M$198.30M0.00147,000Short Interest ↑
ECC
Eagle Point Credit
3.8025 of 5 stars
$8.05
-2.4%
$10.50
+30.5%
-20.3%$619.05M$97.61M9.58N/AShort Interest ↑
Positive News
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
N/A$11.29
+0.3%
N/A-2.2%$609.23M$29.93M0.00N/AShort Interest ↑
Negative News
ASA
ASA Gold and Precious Metals
N/A$28.19
+5.0%
N/A+86.6%$606.76M$118.94M0.001,100Short Interest ↑
News Coverage
Gap Up
PEO
Adams Natural Resources Fund
N/A$22.31
+1.6%
N/A+1.7%$586.14M$34.82M0.0018News Coverage
Positive News
CION
CION Investment
1.6832 of 5 stars
$10.97
-3.6%
$11.50
+4.9%
+0.7%$584.28M$90.95M7.46N/AShort Interest ↑
High Trading Volume
IFN
The India Fund
N/A$15.13
+1.7%
N/A-20.9%$469.88M$110.12M0.0021,000Short Interest ↓
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This page (NYSE:SPE) was last updated on 3/27/2025 by MarketBeat.com Staff
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