Special Opportunities Fund (SPE) Competitors $15.54 +0.05 (+0.29%) Closing price 08/15/2025 03:55 PM EasternExtended Trading$15.55 +0.02 (+0.10%) As of 08/15/2025 06:45 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. BTO, PDT, DSU, CION, PEO, ECC, RMT, IFN, TYG, and EVNShould 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), BlackRock Debt Strategies Fund (DSU), CION Investment (CION), Adams Natural Resources Fund (PEO), Eagle Point Credit (ECC), ROYCE OTC MICRO (RMT), 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 John Hancock Financial Opportunities Fund John Hancock Premium Dividend Fund BlackRock Debt Strategies Fund CION Investment Adams Natural Resources Fund Eagle Point Credit ROYCE OTC MICRO India Fund Tortoise Energy Infrastructure Eaton Vance Municipal Income Trust Special Opportunities Fund (NYSE:SPE) and John Hancock Financial Opportunities Fund (NYSE:BTO) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their institutional ownership, media sentiment, risk, dividends, profitability, analyst recommendations, earnings and valuation. Is SPE or BTO a better dividend stock? Special Opportunities Fund pays an annual dividend of $1.25 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 7.3%. Do institutionals and insiders have more ownership in SPE or BTO? 35.6% of Special Opportunities Fund shares are held by institutional investors. Comparatively, 19.6% of John Hancock Financial Opportunities Fund shares are held by institutional investors. 49.3% of Special Opportunities Fund shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth. Does the media refer more to SPE or BTO? In the previous week, Special Opportunities Fund and Special Opportunities Fund both had 1 articles in the media. Special Opportunities Fund's average media sentiment score of 1.34 beat John Hancock Financial Opportunities Fund's score of 0.16 indicating that Special Opportunities Fund is being referred to more favorably in the media. Company Overall Sentiment Special Opportunities Fund Positive John Hancock Financial Opportunities Fund Neutral 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 Which has stronger valuation & earnings, SPE or BTO? CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioSpecial Opportunities FundN/AN/AN/AN/AN/AJohn Hancock Financial Opportunities FundN/AN/AN/AN/AN/A Which has more volatility & risk, SPE or BTO? Special Opportunities Fund has a beta of 0.86, indicating that its share price is 14% less volatile than the S&P 500. Comparatively, John Hancock Financial Opportunities Fund has a beta of 1.19, indicating that its share price is 19% more volatile than the S&P 500. SummarySpecial Opportunities Fund beats John Hancock Financial Opportunities Fund on 4 of the 5 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 FundFIN IndustryFinance SectorNYSE ExchangeMarket Cap$173.66M$3.96B$12.42B$20.99BDividend Yield8.02%6.49%5.57%3.60%P/E RatioN/AN/A19.5627.94Price / SalesN/A19.3825.8255.93Price / CashN/A17.8221.7723.73Price / BookN/A1.132.285.26Net IncomeN/A$161.89M$1.00B$994.11M7 Day Performance0.52%0.53%1.22%1.80%1 Month Performance0.55%1.74%1.36%1.74%1 Year Performance13.39%1.71%539.10%13.36% Special Opportunities Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SPESpecial Opportunities FundN/A$15.54+0.3%N/A+13.2%$173.66MN/A0.00N/APositive NewsDividend AnnouncementBTOJohn Hancock Financial Opportunities FundN/A$34.28-0.1%N/A+13.5%$677.55MN/A0.002,719News CoverageUpcoming EarningsShort Interest ↑PDTJohn Hancock Premium Dividend FundN/A$13.32-0.9%N/A+7.8%$661.05MN/A0.00147,000News CoveragePositive NewsDSUBlackRock Debt Strategies FundN/A$10.55-0.2%N/A-2.2%$575.75MN/A0.00N/ANews CoverageShort Interest ↑CIONCION Investment1.6615 of 5 stars$10.77+0.2%$11.00+2.2%-13.9%$559.41M$252.43M-56.65N/ADividend AnnouncementAnalyst ForecastPEOAdams Natural Resources FundN/A$20.68-0.5%N/A-9.7%$546.30MN/A0.0018Positive NewsECCEagle Point Credit3.4427 of 5 stars$6.26+0.4%$8.67+38.6%-31.1%$479.39M$179.77M-15.64N/ANews CoverageDividend AnnouncementAnalyst UpgradeAnalyst RevisionRMTROYCE OTC MICRON/A$9.46+0.2%N/A+2.3%$478.44MN/A0.00N/APositive NewsShort Interest ↑IFNIndia FundN/A$15.34+0.4%N/A-16.7%$474.23MN/A0.0021,000News CoverageDividend IncreaseShort Interest ↓TYGTortoise Energy InfrastructureN/A$42.99-1.9%N/A+20.5%$471.72MN/A0.00N/ANews CoveragePositive NewsShort Interest ↓EVNEaton Vance Municipal Income TrustN/A$10.63+0.1%N/A-1.6%$420.87MN/A0.00N/ANegative NewsShort Interest ↑ Related Companies and Tools Related Companies John Hancock Financial Opportunities Fund Competitors John Hancock Premium Dividend Fund Competitors BlackRock Debt Strategies Fund Competitors CION Investment Competitors Adams Natural Resources Fund Competitors Eagle Point Credit Competitors ROYCE OTC MICRO 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 8/16/2025 by MarketBeat.com Staff From Our PartnersWhen the levee breaksThe U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was project...Porter & Company | SponsoredGENIUS Act: Cancel Your Money?A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. 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