BTO vs. ADX, PTY, BCAT, RVT, STEW, NMFC, OXLC, CET, BCSF, and BBDC
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 Adams Diversified Equity Fund (ADX), PIMCO Corporate & Income Opportunity Fund (PTY), BlackRock Capital Allocation Term Trust (BCAT), Royce Value Trust (RVT), SRH Total Return Fund (STEW), New Mountain Finance (NMFC), Oxford Lane Capital (OXLC), Central Securities (CET), Bain Capital Specialty Finance (BCSF), and Barings BDC (BBDC). These companies are all part of the "financial services" industry.
John Hancock Financial Opportunities Fund (NYSE:BTO) and Adams Diversified Equity Fund (NYSE:ADX) are both finance companies, but which is the superior business? We will compare the two businesses based on the strength of their community ranking, institutional ownership, dividends, media sentiment, valuation, analyst recommendations, profitability, earnings and risk.
In the previous week, Adams Diversified Equity Fund had 4 more articles in the media than John Hancock Financial Opportunities Fund. MarketBeat recorded 6 mentions for Adams Diversified Equity Fund and 2 mentions for John Hancock Financial Opportunities Fund. John Hancock Financial Opportunities Fund's average media sentiment score of 1.25 beat Adams Diversified Equity Fund's score of 0.19 indicating that John Hancock Financial Opportunities Fund is being referred to more favorably in the media.
John Hancock Financial Opportunities Fund has a beta of 1.38, suggesting that its stock price is 38% more volatile than the S&P 500. Comparatively, Adams Diversified Equity Fund has a beta of 1.02, suggesting that its stock price is 2% more volatile than the S&P 500.
19.6% of John Hancock Financial Opportunities Fund shares are owned by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. 0.1% of Adams Diversified Equity Fund shares are owned by company 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 8.0%. Adams Diversified Equity Fund pays an annual dividend of $1.69 per share and has a dividend yield of 8.3%.
John Hancock Financial Opportunities Fund received 10 more outperform votes than Adams Diversified Equity Fund when rated by MarketBeat users. Likewise, 70.27% of users gave John Hancock Financial Opportunities Fund an outperform vote while only 53.09% of users gave Adams Diversified Equity Fund an outperform vote.
Summary
John Hancock Financial Opportunities Fund beats Adams Diversified 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.
John Hancock Financial Opportunities Fund Competitors List
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