Special Opportunities Fund (SPE) Competitors

$12.35
0.00 (0.00%)
(As of 05/1/2024 ET)

SPE vs. PIM, GGT, NNY, NAZ, MPA, KF, JHI, CXE, PCF, and NIM

Should you be buying Special Opportunities Fund stock or one of its competitors? The main competitors of Special Opportunities Fund include Putnam Master Intermediate Income Trust (PIM), The Gabelli Multimedia Trust (GGT), Nuveen New York Municipal Value Fund (NNY), Nuveen Arizona Quality Municipal Income Fund (NAZ), BlackRock MuniYield Pennsylvania Quality Fund (MPA), The Korea Fund (KF), John Hancock Investors Trust (JHI), MFS High Income Municipal Trust (CXE), High Income Securities Fund (PCF), and Nuveen Select Maturities Municipal Fund (NIM). These companies are all part of the "investment offices, not elsewhere classified" industry.

Special Opportunities Fund vs.

Special Opportunities Fund (NYSE:SPE) and Putnam Master Intermediate Income Trust (NYSE:PIM) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their media sentiment, risk, valuation, profitability, community ranking, analyst recommendations, dividends, earnings and institutional ownership.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Special Opportunities Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Putnam Master Intermediate Income Trust
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

35.6% of Special Opportunities Fund shares are held by institutional investors. Comparatively, 55.1% of Putnam Master Intermediate Income Trust shares are held by institutional investors. 49.3% of Special Opportunities Fund shares are held by company insiders. Comparatively, 0.0% of Putnam Master Intermediate Income Trust shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Special Opportunities Fund has a beta of 1.01, suggesting that its stock price is 1% more volatile than the S&P 500. Comparatively, Putnam Master Intermediate Income Trust has a beta of 0.36, suggesting that its stock price is 64% less volatile than the S&P 500.

Special Opportunities Fund received 135 more outperform votes than Putnam Master Intermediate Income Trust when rated by MarketBeat users. However, 68.18% of users gave Putnam Master Intermediate Income Trust an outperform vote while only 66.67% of users gave Special Opportunities Fund an outperform vote.

CompanyUnderperformOutperform
Special Opportunities FundOutperform Votes
150
66.67%
Underperform Votes
75
33.33%
Putnam Master Intermediate Income TrustOutperform Votes
15
68.18%
Underperform Votes
7
31.82%

Company Net Margins Return on Equity Return on Assets
Special Opportunities FundN/A N/A N/A
Putnam Master Intermediate Income Trust N/A N/A N/A

Special Opportunities Fund pays an annual dividend of $1.08 per share and has a dividend yield of 8.7%. Putnam Master Intermediate Income Trust pays an annual dividend of $0.26 per share and has a dividend yield of 8.3%.

In the previous week, Special Opportunities Fund had 5 more articles in the media than Putnam Master Intermediate Income Trust. MarketBeat recorded 7 mentions for Special Opportunities Fund and 2 mentions for Putnam Master Intermediate Income Trust. Special Opportunities Fund's average media sentiment score of 0.69 beat Putnam Master Intermediate Income Trust's score of 0.48 indicating that Special Opportunities Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Special Opportunities Fund
3 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Putnam Master Intermediate Income Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Special Opportunities FundN/AN/AN/AN/AN/A
Putnam Master Intermediate Income TrustN/AN/AN/AN/AN/A

Summary

Special Opportunities Fund beats Putnam Master Intermediate Income Trust 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 SPE 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$138.10M$7.01B$8.67B$17.31B
Dividend Yield8.71%6.44%10.57%3.58%
P/E RatioN/A0.5155.4120.70
Price / SalesN/A15.023,610.6710.34
Price / CashN/A7.7327.6917.44
Price / BookN/A0.992.334.86
Net IncomeN/A$73.96M$1.01B$964.63M
7 Day PerformanceN/A0.70%-0.01%-0.11%
1 Month Performance-1.36%-1.64%-1.36%-3.34%
1 Year Performance13.10%3.19%13.77%96.46%

Special Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PIM
Putnam Master Intermediate Income Trust
0 of 5 stars
$3.10
-0.6%
N/A+0.0%$149.61MN/A0.00N/A
GGT
The Gabelli Multimedia Trust
0 of 5 stars
$5.45
-0.4%
N/A-4.6%$153.53MN/A0.00N/APositive News
NNY
Nuveen New York Municipal Value Fund
0 of 5 stars
$8.17
flat
N/A-2.6%$154.33MN/A0.00N/A
NAZ
Nuveen Arizona Quality Municipal Income Fund
0 of 5 stars
$10.58
flat
N/A-1.5%$122.73MN/A0.00N/APositive News
MPA
BlackRock MuniYield Pennsylvania Quality Fund
0 of 5 stars
$11.97
-0.1%
N/A+7.0%$155.01MN/A0.00N/A
KF
The Korea Fund
0 of 5 stars
$23.61
-1.1%
N/A+10.1%$116.16MN/A0.00N/A
JHI
John Hancock Investors Trust
0 of 5 stars
$13.25
+0.3%
N/A+4.5%$115.81MN/A0.00N/ANews Coverage
CXE
MFS High Income Municipal Trust
0 of 5 stars
$3.53
+0.3%
N/A+1.9%$111.30MN/A0.00147,000Positive News
PCF
High Income Securities Fund
0 of 5 stars
$6.33
-1.2%
N/A+1.6%$110.97MN/A0.00N/APositive News
NIM
Nuveen Select Maturities Municipal Fund
0 of 5 stars
$8.83
-0.3%
N/A-2.7%$109.93MN/A0.00N/A

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

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