Special Opportunities Fund (SPE) Competitors $15.26 +0.01 (+0.07%) As of 03:57 PM Eastern Add Compare Share Share Competitors Stock AnalysisChartCompetitorsDividendHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock SPE vs. BTO, NXP, PDT, ECC, MUJ, DSU, CCAP, PEO, IFN, and CIONShould you be buying Special Opportunities Fund stock or one of its competitors? The main competitors of Special Opportunities Fund include John Hancock Financial Opportunities Fund (BTO), Nuveen Select Tax-Free Income Portfolio (NXP), John Hancock Premium Dividend Fund (PDT), Eagle Point Credit (ECC), BlackRock MuniHoldings New Jersey Quality Fund (MUJ), BlackRock Debt Strategies Fund (DSU), Crescent Capital BDC (CCAP), Adams Natural Resources Fund (PEO), The India Fund (IFN), and CION Investment (CION). These companies are all part of the "financial services" industry. Special Opportunities Fund vs. Its Competitors John Hancock Financial Opportunities Fund Nuveen Select Tax-Free Income Portfolio John Hancock Premium Dividend Fund Eagle Point Credit BlackRock MuniHoldings New Jersey Quality Fund BlackRock Debt Strategies Fund Crescent Capital BDC Adams Natural Resources Fund The India Fund CION Investment John Hancock Financial Opportunities Fund (NYSE:BTO) and Special Opportunities Fund (NYSE:SPE) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their earnings, risk, profitability, media sentiment, valuation, dividends, institutional ownership, community ranking and analyst recommendations. Is BTO or SPE more profitable? Company Net Margins Return on Equity Return on Assets John Hancock Financial Opportunities FundN/A N/A N/A Special Opportunities Fund N/A N/A N/A Do insiders and institutionals have more ownership in BTO or SPE? 19.5% of John Hancock Financial Opportunities Fund shares are owned by institutional investors. Comparatively, 35.6% of Special Opportunities Fund shares are owned by institutional investors. 49.3% of Special Opportunities Fund shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term. Does the media refer more to BTO or SPE? In the previous week, John Hancock Financial Opportunities Fund had 1 more articles in the media than Special Opportunities Fund. MarketBeat recorded 2 mentions for John Hancock Financial Opportunities Fund and 1 mentions for Special Opportunities Fund. John Hancock Financial Opportunities Fund's average media sentiment score of 0.16 beat Special Opportunities Fund's score of -0.50 indicating that John Hancock Financial Opportunities Fund is being referred to more favorably in the media. Company Overall Sentiment John Hancock Financial Opportunities Fund Neutral Special Opportunities Fund Negative Is BTO or SPE a better dividend stock? John Hancock Financial Opportunities Fund pays an annual dividend of $3.25 per share and has a dividend yield of 9.5%. Special Opportunities Fund pays an annual dividend of $1.17 per share and has a dividend yield of 7.7%. Does the MarketBeat Community believe in BTO or SPE? John Hancock Financial Opportunities Fund received 6 more outperform votes than Special Opportunities Fund when rated by MarketBeat users. Likewise, 70.27% of users gave John Hancock Financial Opportunities Fund an outperform vote while only 66.67% of users gave Special Opportunities Fund an outperform vote. CompanyUnderperformOutperformJohn Hancock Financial Opportunities FundOutperform Votes15670.27% Underperform Votes6629.73% Special Opportunities FundOutperform Votes15066.67% Underperform Votes7533.33% Which has stronger earnings and valuation, BTO or SPE? CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioJohn Hancock Financial Opportunities Fund$142.41M4.74N/AN/AN/ASpecial Opportunities Fund$37.11M4.60N/AN/AN/A Which has more risk and volatility, BTO or SPE? John Hancock Financial Opportunities Fund has a beta of 1.15, meaning that its share price is 15% more volatile than the S&P 500. Comparatively, Special Opportunities Fund has a beta of 0.87, meaning that its share price is 13% less volatile than the S&P 500. SummaryJohn Hancock Financial Opportunities Fund beats Special Opportunities Fund on 8 of the 10 factors compared between the two stocks. Get Special Opportunities Fund News Delivered to You Automatically Sign up to receive the latest news and ratings for SPE and its competitors with MarketBeat's FREE daily newsletter. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?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. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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.Skip Chart SPE vs. The Competition Export to ExcelMetricSpecial Opportunities FundInvestment offices IndustryFinance SectorNYSE ExchangeMarket Cap$170.64M$7.14B$11.73B$19.87BDividend Yield8.00%6.78%5.66%3.83%P/E RatioN/A3.5923.0535.60Price / Sales4.6024.7226.8643.81Price / CashN/A7.5117.6017.51Price / BookN/A0.922.894.85Net IncomeN/A$66.51M$1.04B$1.02B7 Day Performance1.09%1.00%1.53%1.94%1 Month Performance1.46%1.79%1.45%3.02%1 Year Performance17.11%2.69%540.37%9.87% Special Opportunities Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SPESpecial Opportunities FundN/A$15.26+0.1%N/A+17.0%$170.64M$37.11M0.00N/AShort Interest ↑BTOJohn Hancock Financial Opportunities FundN/A$34.02-0.5%N/A+26.8%$671.52M$142.41M0.002,719Short Interest ↑Gap DownNXPNuveen Select Tax-Free Income PortfolioN/A$14.01-0.4%N/A-3.2%$655.88M$75.19M0.0040,400News CoveragePDTJohn Hancock Premium Dividend FundN/A$13.15-0.1%N/A+14.9%$646.93M$198.30M0.00147,000Short Interest ↑ECCEagle Point Credit2.4284 of 5 stars$7.85-0.4%$8.67+10.5%-25.0%$603.66M$97.61M9.34N/AMUJBlackRock MuniHoldings New Jersey Quality FundN/A$10.89-0.3%N/A-4.3%$587.64M$12.23M0.00N/APositive NewsDSUBlackRock Debt Strategies FundN/A$10.51+0.4%N/A-4.0%$572.49M$44.55M0.00N/ANegative NewsShort Interest ↑CCAPCrescent Capital BDC3.2806 of 5 stars$15.08-2.8%$17.60+16.7%-22.0%$558.87M$60.50M7.58N/APositive NewsDividend AnnouncementHigh Trading VolumePEOAdams Natural Resources FundN/A$20.27+0.9%N/A-7.9%$532.50M$34.82M0.0018News CoveragePositive NewsIFNThe India FundN/A$16.32-0.3%N/A-5.5%$506.83M$110.12M0.0021,000Negative NewsShort Interest ↑CIONCION Investment2.4062 of 5 stars$9.14-5.5%$11.00+20.4%-23.5%$481.56M-$2.97M6.22N/ANews Coverage Related Companies and Tools Related Companies John Hancock Financial Opportunities Fund Competitors Nuveen Select Tax-Free Income Portfolio Competitors John Hancock Premium Dividend Fund Competitors Eagle Point Credit Competitors BlackRock MuniHoldings New Jersey Quality Fund Competitors BlackRock Debt Strategies Fund Competitors Crescent Capital BDC Competitors Adams Natural Resources Fund Competitors The India Fund Competitors CION Investment Competitors Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NYSE:SPE) was last updated on 6/12/2025 by MarketBeat.com Staff From Our PartnersTrump’s Exec Order #14154 could be a “Millionaire-Maker”Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...Paradigm Press | SponsoredElon’s NEXT Big IPO?Cancel your internet TODAY!? 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