SPE vs. OFS, BANX, JHI, DHF, VBF, VTN, GROW, EMD, PUYI, and FUNC
Should you be buying Special Opportunities Fund stock or one of its competitors? The main competitors of Special Opportunities Fund include OFS Capital (OFS), ArrowMark Financial (BANX), John Hancock Investors Trust (JHI), BNY Mellon High Yield Strategies Fund (DHF), Invesco Bond Fund (VBF), Invesco Trust for Investment Grade New York Municipals (VTN), U.S. Global Investors (GROW), Western Asset Emerging Markets Debt Fund (EMD), Highest Performances (PUYI), and First United (FUNC).
Special Opportunities Fund (NYSE:SPE) and OFS Capital (NASDAQ:OFS) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, earnings, media sentiment, valuation, profitability, community ranking, dividends, risk and analyst recommendations.
Special Opportunities Fund has a beta of 1.01, indicating that its stock price is 1% more volatile than the S&P 500. Comparatively, OFS Capital has a beta of 1.73, indicating that its stock price is 73% more volatile than the S&P 500.
35.6% of Special Opportunities Fund shares are owned by institutional investors. Comparatively, 10.8% of OFS Capital shares are owned by institutional investors. 22.4% of Special Opportunities Fund shares are owned by insiders. Comparatively, 0.5% of OFS Capital shares are owned 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 pays an annual dividend of $1.08 per share and has a dividend yield of 8.4%. OFS Capital pays an annual dividend of $1.36 per share and has a dividend yield of 14.1%. OFS Capital pays out -137.4% of its earnings in the form of a dividend.
In the previous week, OFS Capital had 2 more articles in the media than Special Opportunities Fund. MarketBeat recorded 5 mentions for OFS Capital and 3 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 0.87 beat OFS Capital's score of 0.78 indicating that Special Opportunities Fund is being referred to more favorably in the media.
Special Opportunities Fund has higher earnings, but lower revenue than OFS Capital.
Special Opportunities Fund has a net margin of 0.00% compared to OFS Capital's net margin of -23.41%. OFS Capital's return on equity of 12.72% beat Special Opportunities Fund's return on equity.
OFS Capital received 79 more outperform votes than Special Opportunities Fund when rated by MarketBeat users. However, 66.67% of users gave Special Opportunities Fund an outperform vote while only 59.64% of users gave OFS Capital an outperform vote.
Summary
OFS Capital beats Special Opportunities Fund on 8 of the 14 factors compared between the two stocks.
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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.
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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