BTO vs. USA, NUV, GSBD, RVT, GAB, TY, STEW, CET, QQQX, and GAM
Should you be buying John Hancock Financial Opportunities Fund stock or one of its competitors? The main competitors of John Hancock Financial Opportunities Fund include Liberty All-Star Equity Fund (USA), Nuveen Municipal Value Fund (NUV), Goldman Sachs BDC (GSBD), Royce Value Trust (RVT), The Gabelli Equity Trust (GAB), Tri-Continental (TY), SRH Total Return Fund (STEW), Central Securities (CET), Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX), and General American Investors (GAM). These companies are all part of the "investment offices, not elsewhere classified" industry.
John Hancock Financial Opportunities Fund (NYSE:BTO) and Liberty All-Star Equity Fund (NYSE:USA) are both small-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, media sentiment, earnings, analyst recommendations, dividends, institutional ownership, valuation, risk and community ranking.
19.6% of John Hancock Financial Opportunities Fund shares are owned by institutional investors. Comparatively, 10.0% of Liberty All-Star Equity Fund shares are owned by institutional investors. 0.1% of Liberty All-Star Equity Fund shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.
In the previous week, John Hancock Financial Opportunities Fund had 3 more articles in the media than Liberty All-Star Equity Fund. MarketBeat recorded 5 mentions for John Hancock Financial Opportunities Fund and 2 mentions for Liberty All-Star Equity Fund. Liberty All-Star Equity Fund's average media sentiment score of 1.12 beat John Hancock Financial Opportunities Fund's score of 0.80 indicating that Liberty All-Star Equity Fund is being referred to more favorably in the news media.
Liberty All-Star Equity Fund received 167 more outperform votes than John Hancock Financial Opportunities Fund when rated by MarketBeat users. However, 70.27% of users gave John Hancock Financial Opportunities Fund an outperform vote while only 68.87% of users gave Liberty All-Star Equity Fund an outperform vote.
John Hancock Financial Opportunities Fund pays an annual dividend of $2.60 per share and has a dividend yield of 9.3%. Liberty All-Star Equity Fund pays an annual dividend of $0.66 per share and has a dividend yield of 9.8%.
John Hancock Financial Opportunities Fund has a beta of 1.39, indicating that its share price is 39% more volatile than the S&P 500. Comparatively, Liberty All-Star Equity Fund has a beta of 1.17, indicating that its share price is 17% more volatile than the S&P 500.
Summary
John Hancock Financial Opportunities Fund beats Liberty All-Star Equity Fund on 5 of the 9 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding BTO 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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