John Hancock Financial Opportunities Fund Competitors

John Hancock Financial Opportunities Fund (NYSE:BTO) and Nuveen Municipal Value Fund (NYSE:NUV) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, profitability, risk, analyst recommendations, dividends, valuation and institutional ownership.

Profitability

This table compares John Hancock Financial Opportunities Fund and Nuveen Municipal Value Fund's net margins, return on equity and return on assets.

Insider & Institutional Ownership

18.2% of John Hancock Financial Opportunities Fund shares are held by institutional investors. Comparatively, 12.7% of Nuveen Municipal Value Fund shares are held by institutional investors. 1.0% of Nuveen Municipal Value Fund shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Dividends

John Hancock Financial Opportunities Fund pays an annual dividend of $2.20 per share and has a dividend yield of 6.1%. Nuveen Municipal Value Fund pays an annual dividend of $0.37 per share and has a dividend yield of 3.3%. John Hancock Financial Opportunities Fund has increased its dividend for 1 consecutive years and Nuveen Municipal Value Fund has increased its dividend for 1 consecutive years.

Valuation and Earnings

This table compares John Hancock Financial Opportunities Fund and Nuveen Municipal Value Fund's top-line revenue, earnings per share and valuation.

Volatility and Risk

John Hancock Financial Opportunities Fund has a beta of 1.84, suggesting that its share price is 84% more volatile than the S&P 500. Comparatively, Nuveen Municipal Value Fund has a beta of 0.17, suggesting that its share price is 83% less volatile than the S&P 500.

Analyst Ratings

This is a breakdown of current ratings and target prices for John Hancock Financial Opportunities Fund and Nuveen Municipal Value Fund, as provided by MarketBeat.

John Hancock Financial Opportunities Fund currently has a consensus price target of $11.50, suggesting a potential downside of 67.48%. Given John Hancock Financial Opportunities Fund's higher possible upside, equities research analysts clearly believe John Hancock Financial Opportunities Fund is more favorable than Nuveen Municipal Value Fund.

Summary

John Hancock Financial Opportunities Fund beats Nuveen Municipal Value Fund on 5 of the 6 factors compared between the two stocks.

John Hancock Financial Opportunities Fund (NYSE:BTO) and Adams Diversified Equity Fund (NYSE:ADX) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, profitability, risk, analyst recommendations, dividends, valuation and institutional ownership.

Profitability

This table compares John Hancock Financial Opportunities Fund and Adams Diversified Equity Fund's net margins, return on equity and return on assets.

Insider & Institutional Ownership

18.2% of John Hancock Financial Opportunities Fund shares are held by institutional investors. Comparatively, 14.9% of Adams Diversified Equity Fund shares are held by institutional investors. 0.2% of Adams Diversified Equity Fund shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Dividends

John Hancock Financial Opportunities Fund pays an annual dividend of $2.20 per share and has a dividend yield of 6.1%. Adams Diversified Equity Fund pays an annual dividend of $1.03 per share and has a dividend yield of 5.7%. John Hancock Financial Opportunities Fund has increased its dividend for 1 consecutive years and Adams Diversified Equity Fund has increased its dividend for 1 consecutive years.

Valuation and Earnings

This table compares John Hancock Financial Opportunities Fund and Adams Diversified Equity Fund's top-line revenue, earnings per share and valuation.

Volatility and Risk

John Hancock Financial Opportunities Fund has a beta of 1.84, suggesting that its share price is 84% more volatile than the S&P 500. Comparatively, Adams Diversified Equity Fund has a beta of 1.06, suggesting that its share price is 6% more volatile than the S&P 500.

Analyst Ratings

This is a breakdown of current ratings and target prices for John Hancock Financial Opportunities Fund and Adams Diversified Equity Fund, as provided by MarketBeat.

John Hancock Financial Opportunities Fund currently has a consensus price target of $11.50, suggesting a potential downside of 67.48%. Given John Hancock Financial Opportunities Fund's higher possible upside, equities research analysts clearly believe John Hancock Financial Opportunities Fund is more favorable than Adams Diversified Equity Fund.

Summary

John Hancock Financial Opportunities Fund beats Adams Diversified Equity Fund on 5 of the 6 factors compared between the two stocks.

John Hancock Financial Opportunities Fund (NYSE:BTO) and PIMCO Corporate & Income Opportunity Fund (NYSE:PTY) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, profitability, risk, analyst recommendations, dividends, valuation and institutional ownership.

Profitability

This table compares John Hancock Financial Opportunities Fund and PIMCO Corporate & Income Opportunity Fund's net margins, return on equity and return on assets.

Insider & Institutional Ownership

18.2% of John Hancock Financial Opportunities Fund shares are held by institutional investors. Comparatively, 6.9% of PIMCO Corporate & Income Opportunity Fund shares are held by institutional investors. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Dividends

John Hancock Financial Opportunities Fund pays an annual dividend of $2.20 per share and has a dividend yield of 6.1%. PIMCO Corporate & Income Opportunity Fund pays an annual dividend of $1.56 per share and has a dividend yield of 8.7%. John Hancock Financial Opportunities Fund has increased its dividend for 1 consecutive years and PIMCO Corporate & Income Opportunity Fund has increased its dividend for 1 consecutive years.

Valuation and Earnings

This table compares John Hancock Financial Opportunities Fund and PIMCO Corporate & Income Opportunity Fund's top-line revenue, earnings per share and valuation.

Volatility and Risk

John Hancock Financial Opportunities Fund has a beta of 1.84, suggesting that its share price is 84% more volatile than the S&P 500. Comparatively, PIMCO Corporate & Income Opportunity Fund has a beta of 0.76, suggesting that its share price is 24% less volatile than the S&P 500.

Analyst Ratings

This is a breakdown of current ratings and target prices for John Hancock Financial Opportunities Fund and PIMCO Corporate & Income Opportunity Fund, as provided by MarketBeat.

John Hancock Financial Opportunities Fund currently has a consensus price target of $11.50, suggesting a potential downside of 67.48%. Given John Hancock Financial Opportunities Fund's higher possible upside, equities research analysts clearly believe John Hancock Financial Opportunities Fund is more favorable than PIMCO Corporate & Income Opportunity Fund.

Summary

John Hancock Financial Opportunities Fund beats PIMCO Corporate & Income Opportunity Fund on 4 of the 5 factors compared between the two stocks.

John Hancock Financial Opportunities Fund (NYSE:BTO) and Goldman Sachs BDC (NYSE:GSBD) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, profitability, risk, analyst recommendations, dividends, valuation and institutional ownership.

Dividends

John Hancock Financial Opportunities Fund pays an annual dividend of $2.20 per share and has a dividend yield of 6.1%. Goldman Sachs BDC pays an annual dividend of $1.80 per share and has a dividend yield of 9.6%. Goldman Sachs BDC pays out 90.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. John Hancock Financial Opportunities Fund has increased its dividend for 1 consecutive years and Goldman Sachs BDC has increased its dividend for 1 consecutive years.

Analyst Ratings

This is a breakdown of current ratings and target prices for John Hancock Financial Opportunities Fund and Goldman Sachs BDC, as provided by MarketBeat.

John Hancock Financial Opportunities Fund currently has a consensus price target of $11.50, suggesting a potential downside of 67.48%. Goldman Sachs BDC has a consensus price target of $15.9167, suggesting a potential downside of 15.92%. Given Goldman Sachs BDC's higher possible upside, analysts clearly believe Goldman Sachs BDC is more favorable than John Hancock Financial Opportunities Fund.

Profitability

This table compares John Hancock Financial Opportunities Fund and Goldman Sachs BDC's net margins, return on equity and return on assets.

Insider & Institutional Ownership

18.2% of John Hancock Financial Opportunities Fund shares are held by institutional investors. Comparatively, 13.8% of Goldman Sachs BDC shares are held by institutional investors. 0.3% of Goldman Sachs BDC shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Volatility and Risk

John Hancock Financial Opportunities Fund has a beta of 1.84, suggesting that its share price is 84% more volatile than the S&P 500. Comparatively, Goldman Sachs BDC has a beta of 1.42, suggesting that its share price is 42% more volatile than the S&P 500.

Valuation and Earnings

This table compares John Hancock Financial Opportunities Fund and Goldman Sachs BDC's top-line revenue, earnings per share and valuation.

Goldman Sachs BDC has higher revenue and earnings than John Hancock Financial Opportunities Fund.

Summary

Goldman Sachs BDC beats John Hancock Financial Opportunities Fund on 7 of the 11 factors compared between the two stocks.

Hercules Capital (NYSE:HTGC) and John Hancock Financial Opportunities Fund (NYSE:BTO) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, risk, valuation, profitability, earnings, analyst recommendations and institutional ownership.

Dividends

Hercules Capital pays an annual dividend of $1.28 per share and has a dividend yield of 7.9%. John Hancock Financial Opportunities Fund pays an annual dividend of $2.20 per share and has a dividend yield of 6.1%. Hercules Capital pays out 90.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Hercules Capital has raised its dividend for 1 consecutive years and John Hancock Financial Opportunities Fund has raised its dividend for 1 consecutive years.

Analyst Recommendations

This is a breakdown of current ratings and price targets for Hercules Capital and John Hancock Financial Opportunities Fund, as provided by MarketBeat.com.

Hercules Capital presently has a consensus price target of $12.9688, suggesting a potential downside of 18.95%. John Hancock Financial Opportunities Fund has a consensus price target of $11.50, suggesting a potential downside of 67.48%. Given Hercules Capital's higher possible upside, analysts plainly believe Hercules Capital is more favorable than John Hancock Financial Opportunities Fund.

Profitability

This table compares Hercules Capital and John Hancock Financial Opportunities Fund's net margins, return on equity and return on assets.

Insider & Institutional Ownership

28.9% of Hercules Capital shares are owned by institutional investors. Comparatively, 18.2% of John Hancock Financial Opportunities Fund shares are owned by institutional investors. 3.3% of Hercules Capital shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Risk & Volatility

Hercules Capital has a beta of 1.57, indicating that its stock price is 57% more volatile than the S&P 500. Comparatively, John Hancock Financial Opportunities Fund has a beta of 1.84, indicating that its stock price is 84% more volatile than the S&P 500.

Earnings and Valuation

This table compares Hercules Capital and John Hancock Financial Opportunities Fund's top-line revenue, earnings per share and valuation.

Hercules Capital has higher revenue and earnings than John Hancock Financial Opportunities Fund.

Summary

Hercules Capital beats John Hancock Financial Opportunities Fund on 9 of the 11 factors compared between the two stocks.

Royce Value Trust (NYSE:RVT) and John Hancock Financial Opportunities Fund (NYSE:BTO) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, risk, valuation, profitability, earnings, analyst recommendations and institutional ownership.

Dividends

Royce Value Trust pays an annual dividend of $1.04 per share and has a dividend yield of 5.7%. John Hancock Financial Opportunities Fund pays an annual dividend of $2.20 per share and has a dividend yield of 6.1%. John Hancock Financial Opportunities Fund has raised its dividend for 1 consecutive years. John Hancock Financial Opportunities Fund is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Analyst Recommendations

This is a breakdown of current ratings and price targets for Royce Value Trust and John Hancock Financial Opportunities Fund, as provided by MarketBeat.com.

John Hancock Financial Opportunities Fund has a consensus price target of $11.50, suggesting a potential downside of 67.48%. Given John Hancock Financial Opportunities Fund's higher possible upside, analysts plainly believe John Hancock Financial Opportunities Fund is more favorable than Royce Value Trust.

Profitability

This table compares Royce Value Trust and John Hancock Financial Opportunities Fund's net margins, return on equity and return on assets.

Insider & Institutional Ownership

24.6% of Royce Value Trust shares are owned by institutional investors. Comparatively, 18.2% of John Hancock Financial Opportunities Fund shares are owned by institutional investors. 0.5% of Royce Value Trust shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Risk & Volatility

Royce Value Trust has a beta of 1.51, indicating that its stock price is 51% more volatile than the S&P 500. Comparatively, John Hancock Financial Opportunities Fund has a beta of 1.84, indicating that its stock price is 84% more volatile than the S&P 500.

Earnings and Valuation

This table compares Royce Value Trust and John Hancock Financial Opportunities Fund's top-line revenue, earnings per share and valuation.

Summary

John Hancock Financial Opportunities Fund beats Royce Value Trust on 5 of the 7 factors compared between the two stocks.