John Hancock Financial Opportunities Fund (BTO) Competitors

$27.71
+0.46 (+1.69%)
(As of 05/1/2024 ET)

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 vs.

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.

Company Net Margins Return on Equity Return on Assets
John Hancock Financial Opportunities FundN/A N/A N/A
Invesco Trust for Investment Grade Municipals N/A N/A N/A

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.

CompanyUnderperformOutperform
John Hancock Financial Opportunities FundOutperform Votes
155
70.14%
Underperform Votes
66
29.86%
Invesco Trust for Investment Grade MunicipalsOutperform Votes
168
76.36%
Underperform Votes
52
23.64%

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.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
John Hancock Financial Opportunities Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Invesco Trust for Investment Grade Municipals
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
John Hancock Financial Opportunities FundN/AN/AN/AN/AN/A
Invesco Trust for Investment Grade MunicipalsN/AN/AN/AN/AN/A

Summary

Invesco Trust for Investment Grade Municipals beats John Hancock Financial Opportunities Fund on 6 of the 8 factors compared between the two stocks.

New MarketBeat Followers Over Time

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.
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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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BTO vs. The Competition

MetricJohn Hancock Financial Opportunities FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$545.61M$6.72B$8.74B$17.41B
Dividend Yield9.44%6.28%10.73%3.53%
P/E RatioN/A2.2561.5724.96
Price / SalesN/A20.853,716.4210.36
Price / CashN/A7.5628.4417.74
Price / BookN/A1.002.294.87
Net IncomeN/A$73.69M$1.03B$965.13M
7 Day Performance-0.18%0.69%-0.03%-0.11%
1 Month Performance-2.91%-1.81%-1.40%-3.34%
1 Year Performance6.17%3.03%13.73%96.46%

John Hancock Financial Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
VGM
Invesco Trust for Investment Grade Municipals
0 of 5 stars
$9.55
+0.1%
N/A-1.2%$517.90MN/A0.00147,000Positive News
VKQ
Invesco Municipal Trust
0 of 5 stars
$9.28
-0.5%
N/A-1.3%$513.28MN/A0.00147,000Negative News
IFN
The India Fund
0 of 5 stars
$18.25
-0.6%
N/A+16.1%$566.85MN/A0.00N/A
DSU
BlackRock Debt Strategies Fund
0 of 5 stars
$10.68
-0.7%
N/A+11.3%$497.80MN/A0.00N/A
MYD
BlackRock MuniYield Fund
0 of 5 stars
$10.50
-0.6%
N/A+0.9%$489.93MN/A0.00147,000Positive News
PEO
Adams Natural Resources Fund
0 of 5 stars
$23.12
-2.3%
N/A+10.2%$589.79MN/A0.00N/A
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
0 of 5 stars
$11.10
-0.3%
N/A-0.4%$599.29MN/A0.00N/ANegative News
VCV
Invesco California Value Municipal Income Trust
0 of 5 stars
$9.60
-0.1%
N/A-2.6%$459.74MN/A0.00N/A
VMO
Invesco Municipal Opportunity Trust
0 of 5 stars
$9.28
-0.1%
N/A-1.3%$625.84MN/A0.00N/APositive News
RMT
Royce Micro-Cap Trust
0 of 5 stars
$8.88
-1.1%
N/A+8.4%$431.92MN/A0.00N/APositive News

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This page (NYSE:BTO) was last updated on 5/2/2024 by MarketBeat.com Staff

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