BTO vs. VGM, VKQ, IFN, DSU, MYD, PEO, MUJ, VCV, VMO, and RMT
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 Invesco Trust for Investment Grade Municipals (VGM), Invesco Municipal Trust (VKQ), The India Fund (IFN), BlackRock Debt Strategies Fund (DSU), BlackRock MuniYield Fund (MYD), Adams Natural Resources Fund (PEO), BlackRock MuniHoldings New Jersey Quality Fund (MUJ), Invesco California Value Municipal Income Trust (VCV), Invesco Municipal Opportunity Trust (VMO), and Royce Micro-Cap Trust (RMT). These companies are all part of the "investment offices, not elsewhere classified" industry.
John Hancock Financial Opportunities Fund (NYSE:BTO) and Invesco Trust for Investment Grade Municipals (NYSE:VGM) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their media sentiment, institutional ownership, community ranking, analyst recommendations, valuation, profitability, earnings, dividends and risk.
Invesco Trust for Investment Grade Municipals received 13 more outperform votes than John Hancock Financial Opportunities Fund when rated by MarketBeat users. Likewise, 76.36% of users gave Invesco Trust for Investment Grade Municipals an outperform vote while only 70.14% of users gave John Hancock Financial Opportunities Fund an outperform vote.
19.6% of John Hancock Financial Opportunities Fund shares are owned by institutional investors. Comparatively, 38.1% of Invesco Trust for Investment Grade Municipals shares are owned by institutional investors. 1.0% of Invesco Trust for Investment Grade Municipals shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.
John Hancock Financial Opportunities Fund pays an annual dividend of $2.60 per share and has a dividend yield of 9.4%. Invesco Trust for Investment Grade Municipals pays an annual dividend of $0.43 per share and has a dividend yield of 4.5%.
John Hancock Financial Opportunities Fund has a beta of 1.4, meaning that its share price is 40% more volatile than the S&P 500. Comparatively, Invesco Trust for Investment Grade Municipals has a beta of 0.51, meaning that its share price is 49% less volatile than the S&P 500.
In the previous week, Invesco Trust for Investment Grade Municipals had 1 more articles in the media than John Hancock Financial Opportunities Fund. MarketBeat recorded 2 mentions for Invesco Trust for Investment Grade Municipals and 1 mentions for John Hancock Financial Opportunities Fund. Invesco Trust for Investment Grade Municipals' average media sentiment score of 0.51 beat John Hancock Financial Opportunities Fund's score of 0.50 indicating that Invesco Trust for Investment Grade Municipals is being referred to more favorably in the news media.
Summary
Invesco Trust for Investment Grade Municipals beats John Hancock Financial Opportunities Fund on 6 of the 8 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.
Skip ChartThis 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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