Special Opportunities Fund (SPE) Competitors $14.70 +0.14 (+0.96%) Closing price 05/1/2025 03:59 PM EasternExtended Trading$14.75 +0.05 (+0.31%) As of 07:00 AM 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. Add Compare Share Share Competitors Stock AnalysisChartCompetitorsDividendHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock SPE vs. BTO, PDT, CCAP, ECC, MUJ, DSU, CION, PEO, IFN, and TYGShould 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), John Hancock Premium Dividend Fund (PDT), Crescent Capital BDC (CCAP), Eagle Point Credit (ECC), BlackRock MuniHoldings New Jersey Quality Fund (MUJ), BlackRock Debt Strategies Fund (DSU), CION Investment (CION), Adams Natural Resources Fund (PEO), The India Fund (IFN), and Tortoise Energy Infrastructure (TYG). These companies are all part of the "financial services" industry. Special Opportunities Fund vs. John Hancock Financial Opportunities Fund John Hancock Premium Dividend Fund Crescent Capital BDC Eagle Point Credit BlackRock MuniHoldings New Jersey Quality Fund BlackRock Debt Strategies Fund CION Investment Adams Natural Resources Fund The India Fund Tortoise Energy Infrastructure Special Opportunities Fund (NYSE:SPE) and John Hancock Financial Opportunities Fund (NYSE:BTO) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their dividends, valuation, profitability, earnings, institutional ownership, community ranking, analyst recommendations, risk and media sentiment. Do analysts prefer SPE or BTO? 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) 0.00John Hancock Financial Opportunities Fund 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 1 Strong Buy rating(s) 4.00 Does the media prefer SPE or BTO? In the previous week, John Hancock Financial Opportunities Fund had 1 more articles in the media than Special Opportunities Fund. MarketBeat recorded 4 mentions for John Hancock Financial Opportunities Fund and 3 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 1.57 beat John Hancock Financial Opportunities Fund's score of 0.86 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 2 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Very Positive John Hancock Financial Opportunities Fund 0 Very Positive mention(s) 3 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Is SPE or BTO a better dividend stock? Special Opportunities Fund pays an annual dividend of $1.17 per share and has a dividend yield of 8.0%. John Hancock Financial Opportunities Fund pays an annual dividend of $2.60 per share and has a dividend yield of 8.1%. Do institutionals & insiders believe in SPE or BTO? 35.6% of Special Opportunities Fund shares are owned by institutional investors. Comparatively, 19.5% of John Hancock Financial Opportunities Fund shares are owned by institutional investors. 49.3% of Special Opportunities Fund shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term. Is SPE or BTO more profitable? Company Net Margins Return on Equity Return on Assets Special Opportunities FundN/A N/A N/A John Hancock Financial Opportunities Fund N/A N/A N/A Does the MarketBeat Community believe in SPE or BTO? 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. CompanyUnderperformOutperformSpecial Opportunities FundOutperform Votes15066.67% Underperform Votes7533.33% John Hancock Financial Opportunities FundOutperform Votes15670.27% Underperform Votes6629.73% Which has more risk & volatility, SPE or BTO? Special Opportunities Fund has a beta of 0.85, meaning that its share price is 15% less volatile than the S&P 500. Comparatively, John Hancock Financial Opportunities Fund has a beta of 1.19, meaning that its share price is 19% more volatile than the S&P 500. Which has preferable earnings & valuation, SPE or BTO? CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioSpecial Opportunities Fund$37.11M4.43N/AN/AN/AJohn Hancock Financial Opportunities Fund$142.41M4.47N/AN/AN/A SummaryJohn Hancock Financial Opportunities Fund beats Special Opportunities Fund on 9 of the 12 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 {thisCompany.Symbol} 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$164.38M$6.70B$11.11B$18.96BDividend Yield8.31%6.92%5.77%4.01%P/E RatioN/A3.5222.1032.87Price / Sales4.4321.5626.3128.03Price / CashN/A7.5117.6017.52Price / BookN/A0.862.674.47Net IncomeN/A$66.51M$1.03B$1.02B7 Day Performance1.31%1.23%0.77%0.73%1 Month Performance-2.33%-1.96%-0.17%-2.62%1 Year Performance19.03%2.15%538.56%4.59% Special Opportunities Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SPESpecial Opportunities FundN/A$14.70+1.0%N/A+19.0%$164.38M$37.11M0.00N/AShort Interest ↓Positive NewsHigh Trading VolumeBTOJohn Hancock Financial Opportunities FundN/A$31.83-0.5%N/A+16.4%$628.37M$142.41M0.002,719Short Interest ↓News CoveragePDTJohn Hancock Premium Dividend FundN/A$12.59-0.3%N/A+11.3%$619.24M$198.30M0.00147,000CCAPCrescent Capital BDC2.6159 of 5 stars$16.24+1.1%$18.50+13.9%-9.6%$601.89M$83.50M8.16N/AUpcoming EarningsDividend AnnouncementShort Interest ↑ECCEagle Point Credit3.7223 of 5 stars$7.82+0.5%$10.33+32.1%-22.4%$601.73M$97.61M9.31N/APositive NewsMUJBlackRock MuniHoldings New Jersey Quality FundN/A$11.01+0.0%N/A-0.5%$594.12M$12.23M0.00N/ANews CoveragePositive NewsDSUBlackRock Debt Strategies FundN/A$10.15-0.1%N/A-4.5%$552.61M$44.55M0.00N/AShort Interest ↓News CoveragePositive NewsCIONCION Investment2.2138 of 5 stars$10.12+0.4%$11.00+8.7%-14.4%$536.63M$45.95M6.88N/AUpcoming EarningsShort Interest ↑PEOAdams Natural Resources FundN/A$20.18-2.0%N/A-12.4%$530.17M$34.82M0.0018Positive NewsIFNThe India FundN/A$15.80+1.5%N/A-9.9%$490.69M$110.12M0.0021,000TYGTortoise Energy InfrastructureN/A$39.97+1.2%N/A+28.9%$430.22M$214.33M0.00N/ANews CoveragePositive News Related Companies and Tools Related Companies John Hancock Financial Opportunities Fund Competitors John Hancock Premium Dividend Fund Competitors Crescent Capital BDC Competitors Eagle Point Credit Competitors BlackRock MuniHoldings New Jersey Quality Fund Competitors BlackRock Debt Strategies Fund Competitors CION Investment Competitors Adams Natural Resources Fund Competitors The India Fund Competitors Tortoise Energy Infrastructure 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 5/2/2025 by MarketBeat.com Staff From Our PartnersHere’s How to Claim Your Stake in Elon’s Private Company, xAII predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...Brownstone Research | SponsoredThe next market Nvidia is positioned to dominate …Robots — built by Nvidia. 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