Special Opportunities Fund (SPE) Competitors $15.52 -0.01 (-0.03%) Closing price 10/2/2025 03:55 PM EasternExtended Trading$15.52 0.00 (0.00%) As of 10/2/2025 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. Add Compare Share Share Competitors Stock AnalysisChartCompetitorsDividendHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock SPE vs. CGBD, PDT, DSU, PEO, RMT, CION, ECC, IFN, TYG, and EVNShould you be buying Special Opportunities Fund stock or one of its competitors? The main competitors of Special Opportunities Fund include Carlyle Secured Lending (CGBD), John Hancock Premium Dividend Fund (PDT), BlackRock Debt Strategies Fund (DSU), Adams Natural Resources Fund (PEO), ROYCE OTC MICRO (RMT), CION Investment (CION), Eagle Point Credit (ECC), India Fund (IFN), Tortoise Energy Infrastructure (TYG), and Eaton Vance Municipal Income Trust (EVN). These companies are all part of the "financial services" industry. Special Opportunities Fund vs. Its Competitors Carlyle Secured Lending John Hancock Premium Dividend Fund BlackRock Debt Strategies Fund Adams Natural Resources Fund ROYCE OTC MICRO CION Investment Eagle Point Credit India Fund Tortoise Energy Infrastructure Eaton Vance Municipal Income Trust Special Opportunities Fund (NYSE:SPE) and Carlyle Secured Lending (NASDAQ:CGBD) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their earnings, media sentiment, dividends, valuation, analyst recommendations, institutional ownership, risk and profitability. Is SPE or CGBD a better dividend stock? Special Opportunities Fund pays an annual dividend of $1.27 per share and has a dividend yield of 8.2%. Carlyle Secured Lending pays an annual dividend of $1.60 per share and has a dividend yield of 12.6%. Carlyle Secured Lending pays out 133.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Which has preferable earnings & valuation, SPE or CGBD? Carlyle Secured Lending has higher revenue and earnings than Special Opportunities Fund. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioSpecial Opportunities FundN/AN/AN/AN/AN/ACarlyle Secured Lending$232.59M2.78$88.98M$1.2010.58 Do insiders & institutionals have more ownership in SPE or CGBD? 35.6% of Special Opportunities Fund shares are held by institutional investors. Comparatively, 24.5% of Carlyle Secured Lending shares are held by institutional investors. 49.3% of Special Opportunities Fund shares are held by insiders. Comparatively, 0.6% of Carlyle Secured Lending shares are held by 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 CGBD more profitable? Carlyle Secured Lending has a net margin of 29.71% compared to Special Opportunities Fund's net margin of 0.00%. Carlyle Secured Lending's return on equity of 9.85% beat Special Opportunities Fund's return on equity.Company Net Margins Return on Equity Return on Assets Special Opportunities FundN/A N/A N/A Carlyle Secured Lending 29.71%9.85%4.59% Do analysts rate SPE or CGBD? Carlyle Secured Lending has a consensus target price of $14.80, indicating a potential upside of 16.54%. Given Carlyle Secured Lending's stronger consensus rating and higher possible upside, analysts clearly believe Carlyle Secured Lending is more favorable than Special Opportunities Fund.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) 0.00Carlyle Secured Lending 1 Sell rating(s) 4 Hold rating(s) 1 Buy rating(s) 0 Strong Buy rating(s) 2.00 Which has more risk and volatility, SPE or CGBD? Special Opportunities Fund has a beta of 0.85, suggesting that its share price is 15% less volatile than the S&P 500. Comparatively, Carlyle Secured Lending has a beta of 0.89, suggesting that its share price is 11% less volatile than the S&P 500. Does the media favor SPE or CGBD? In the previous week, Carlyle Secured Lending had 7 more articles in the media than Special Opportunities Fund. MarketBeat recorded 10 mentions for Carlyle Secured Lending and 3 mentions for Special Opportunities Fund. Carlyle Secured Lending's average media sentiment score of 1.27 beat Special Opportunities Fund's score of 1.00 indicating that Carlyle Secured Lending is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Special Opportunities Fund 1 Very Positive mention(s) 0 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Carlyle Secured Lending 5 Very Positive mention(s) 3 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive SummaryCarlyle Secured Lending beats Special Opportunities Fund on 11 of the 14 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. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. 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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 FundFIN IndustryFinance SectorNYSE ExchangeMarket Cap$173.55M$4.07B$12.67B$21.74BDividend Yield8.21%6.02%5.51%3.56%P/E RatioN/AN/A245.3529.69Price / SalesN/A20.4331.0065.98Price / CashN/A18.5022.4924.69Price / BookN/A1.402.264.60Net IncomeN/A$161.89M$1.01B$1.00B7 Day Performance-0.29%0.99%-0.30%1.43%1 Month Performance-0.74%3.23%0.99%3.87%1 Year Performance10.62%3.81%540.76%13.76% Special Opportunities Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SPESpecial Opportunities FundN/A$15.520.0%N/A+10.7%$173.55MN/A0.00N/ANews CoverageShort Interest ↓CGBDCarlyle Secured Lending3.5975 of 5 stars$13.37+0.6%$15.10+12.9%-24.9%$681.59M$232.59M11.15N/ANews CoveragePositive NewsAnalyst UpgradePDTJohn Hancock Premium Dividend FundN/A$13.33-0.1%N/A-1.1%$655.70MN/A0.00147,000Dividend AnnouncementShort Interest ↑DSUBlackRock Debt Strategies FundN/A$10.59+0.1%N/A-3.7%$576.57MN/A0.00N/ANews CoverageDividend AnnouncementPEOAdams Natural Resources FundN/A$21.86+1.6%N/A-10.6%$574.35MN/A0.0018Positive NewsRMTROYCE OTC MICRON/A$10.63+1.2%N/A+9.3%$559.03MN/A0.00N/APositive NewsCIONCION Investment2.2212 of 5 stars$9.89+0.8%$10.75+8.7%-18.7%$515.17M$252.43M-52.05N/ANews CoverageECCEagle Point Credit3.413 of 5 stars$6.59+0.1%$8.21+24.7%-29.5%$506.72M$179.77M59.87N/APositive NewsIFNIndia FundN/A$14.78-1.0%N/A-22.1%$459.22MN/A0.0021,000TYGTortoise Energy InfrastructureN/A$42.37+0.5%N/A+6.4%$456.59MN/A0.00N/AEVNEaton Vance Municipal Income TrustN/A$11.16+0.2%N/A-0.5%$442.52MN/A0.00N/ANews CoveragePositive NewsDividend Announcement Related Companies and Tools Related Companies Carlyle Secured Lending Competitors John Hancock Premium Dividend Fund Competitors BlackRock Debt Strategies Fund Competitors Adams Natural Resources Fund Competitors ROYCE OTC MICRO Competitors CION Investment Competitors Eagle Point Credit Competitors India Fund Competitors Tortoise Energy Infrastructure Competitors Eaton Vance Municipal Income Trust 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 10/3/2025 by MarketBeat.com Staff From Our PartnersThe dollar’s collapse (in one chart)MUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...Stansberry Research | SponsoredThe Fed Just Got Kneecapped — Here’s What Happens NextDonald Trump has done it again! 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