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Special Opportunities Fund (SPE) Competitors

Special Opportunities Fund logo
$15.73 +0.01 (+0.06%)
Closing price 09/5/2025 03:59 PM Eastern
Extended Trading
$15.72 -0.01 (-0.06%)
As of 09/5/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

SPE vs. PDT, PEO, DSU, ECC, CION, RMT, IFN, TYG, MCI, and EVN

Should you be buying Special Opportunities Fund stock or one of its competitors? The main competitors of Special Opportunities Fund include John Hancock Premium Dividend Fund (PDT), Adams Natural Resources Fund (PEO), BlackRock Debt Strategies Fund (DSU), Eagle Point Credit (ECC), CION Investment (CION), Royce Otc Micro (RMT), India Fund (IFN), Tortoise Energy Infrastructure (TYG), Barings Corporate Investors (MCI), and Eaton Vance Municipal Income Trust (EVN). These companies are all part of the "financial services" industry.

Special Opportunities Fund vs. Its Competitors

John Hancock Premium Dividend Fund (NYSE:PDT) and Special Opportunities Fund (NYSE:SPE) are both small-cap finance companies, but which is the better stock? We will compare the two companies based on the strength of their media sentiment, valuation, profitability, institutional ownership, earnings, dividends, risk and analyst recommendations.

Company Net Margins Return on Equity Return on Assets
John Hancock Premium Dividend FundN/A N/A N/A
Special Opportunities Fund N/A N/A N/A

John Hancock Premium Dividend Fund pays an annual dividend of $0.99 per share and has a dividend yield of 7.4%. Special Opportunities Fund pays an annual dividend of $1.26 per share and has a dividend yield of 8.0%.

13.0% of John Hancock Premium Dividend Fund shares are owned by institutional investors. Comparatively, 35.6% of Special Opportunities Fund shares are owned by institutional investors. 22.4% of Special Opportunities Fund shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

John Hancock Premium Dividend Fund has a beta of 0.83, meaning that its stock price is 17% less volatile than the S&P 500. Comparatively, Special Opportunities Fund has a beta of 0.85, meaning that its stock price is 15% less volatile than the S&P 500.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
John Hancock Premium Dividend FundN/AN/AN/AN/AN/A
Special Opportunities FundN/AN/AN/AN/AN/A

In the previous week, John Hancock Premium Dividend Fund had 5 more articles in the media than Special Opportunities Fund. MarketBeat recorded 5 mentions for John Hancock Premium Dividend Fund and 0 mentions for Special Opportunities Fund. John Hancock Premium Dividend Fund's average media sentiment score of 1.05 beat Special Opportunities Fund's score of 0.00 indicating that John Hancock Premium Dividend Fund is being referred to more favorably in the media.

Company Overall Sentiment
John Hancock Premium Dividend Fund Positive
Special Opportunities Fund Neutral

Summary

Special Opportunities Fund beats John Hancock Premium Dividend Fund on 4 of the 6 factors compared between the two stocks.

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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 FundFIN IndustryFinance SectorNYSE Exchange
Market Cap$175.84M$3.96B$12.55B$21.37B
Dividend Yield8.01%6.17%5.41%3.48%
P/E RatioN/AN/A232.5129.64
Price / SalesN/A23.5730.8750.24
Price / CashN/A17.9819.0918.12
Price / BookN/A1.202.294.58
Net IncomeN/A$161.89M$1.01B$999.86M
7 Day Performance0.45%0.87%0.45%0.58%
1 Month Performance1.61%2.25%4.00%5.67%
1 Year Performance16.95%3.06%544.50%18.25%

Special Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SPE
Special Opportunities Fund
N/A$15.73
+0.1%
N/A+17.0%$175.84MN/A0.00N/A
PDT
John Hancock Premium Dividend Fund
N/A$13.35
-0.6%
N/A+2.2%$655.95MN/A0.00147,000Positive News
Dividend Announcement
PEO
Adams Natural Resources Fund
N/A$21.94
+0.3%
N/A-3.8%$579.34MN/A0.0018
DSU
BlackRock Debt Strategies Fund
N/A$10.56
-0.3%
N/A-2.6%$575.20MN/A0.00N/ANews Coverage
Dividend Announcement
ECC
Eagle Point Credit
3.1486 of 5 stars
$7.49
-0.7%
$8.67
+15.6%
-24.5%$573.28M$179.77M67.73N/A
CION
CION Investment
2.2416 of 5 stars
$10.39
-3.8%
$10.75
+3.5%
-11.9%$538.30M$252.43M-54.39N/APositive News
Ex-Dividend
RMT
Royce Otc Micro
N/A$10.03
-1.4%
N/A+11.3%$527.74MN/A0.00N/ANews Coverage
Positive News
Dividend Announcement
Short Interest ↓
IFN
India Fund
N/A$15.02
-0.3%
N/A-16.6%$466.83MN/A0.0021,000Positive News
TYG
Tortoise Energy Infrastructure
N/A$42.18
-1.4%
N/A+18.5%$454.97MN/A0.00N/APositive News
MCI
Barings Corporate Investors
N/A$21.65
-0.5%
N/A+17.5%$439.60MN/A0.00N/APositive News
Short Interest ↓
EVN
Eaton Vance Municipal Income Trust
N/A$10.47
+0.7%
N/A-1.2%$413.96MN/A0.00N/ANews Coverage
Positive News
Dividend Announcement

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This page (NYSE:SPE) was last updated on 9/7/2025 by MarketBeat.com Staff
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