Free Trial

Special Opportunities Fund (SPE) Competitors

Special Opportunities Fund logo
$15.54 +0.03 (+0.19%)
Closing price 07/25/2025 03:59 PM Eastern
Extended Trading
$15.52 -0.01 (-0.10%)
As of 07/25/2025 04:04 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, IFN, RMT, 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), India Fund (IFN), Royce Otc Micro (RMT), 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

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

Special Opportunities Fund pays an annual dividend of $1.25 per share and has a dividend yield of 8.0%. John Hancock Premium Dividend Fund pays an annual dividend of $0.99 per share and has a dividend yield of 7.4%.

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

Special Opportunities Fund has a beta of 0.87, meaning that its stock price is 13% less volatile than the S&P 500. Comparatively, John Hancock Premium Dividend Fund has a beta of 0.79, meaning that its stock price is 21% less volatile than the S&P 500.

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

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

In the previous week, Special Opportunities Fund had 3 more articles in the media than John Hancock Premium Dividend Fund. MarketBeat recorded 3 mentions for Special Opportunities Fund and 0 mentions for John Hancock Premium Dividend Fund. Special Opportunities Fund's average media sentiment score of 1.45 beat John Hancock Premium Dividend Fund's score of 1.16 indicating that Special Opportunities Fund is being referred to more favorably in the media.

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

Summary

Special Opportunities Fund beats John Hancock Premium Dividend Fund on 6 of the 6 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.

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.
Skip Chart

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.
Skip Chart

SPE vs. The Competition

MetricSpecial Opportunities FundFIN IndustryFinance SectorNYSE Exchange
Market Cap$173.71M$3.80B$12.33B$21.21B
Dividend Yield8.02%6.60%5.55%3.60%
P/E RatioN/A0.1418.0624.91
Price / SalesN/A18.8126.1160.42
Price / CashN/A18.3721.6623.19
Price / BookN/A1.122.204.68
Net IncomeN/A$165.11M$998.02M$995.03M
7 Day Performance0.06%0.50%0.58%1.65%
1 Month Performance1.50%0.83%3.45%4.54%
1 Year Performance16.67%4.91%536.27%10.00%

Special Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SPE
Special Opportunities Fund
N/A$15.54
+0.2%
N/A+16.8%$173.71MN/A0.00N/ANews Coverage
Positive News
Ex-Dividend
PDT
John Hancock Premium Dividend Fund
N/A$13.18
+0.5%
N/A+12.0%$645.31MN/A0.00147,000Positive News
PEO
Adams Natural Resources Fund
N/A$21.58
-1.5%
N/A-7.8%$575.73M$34.82M0.0018Positive News
Dividend Increase
DSU
BlackRock Debt Strategies Fund
N/A$10.52
-0.4%
N/A-3.5%$575.21M$44.55M0.00N/A
ECC
Eagle Point Credit
2.1745 of 5 stars
$7.31
-1.9%
$8.67
+18.6%
-29.3%$573.26M$97.61M-18.26N/A
CION
CION Investment
1.023 of 5 stars
$10.05
-0.2%
$11.00
+9.5%
-17.6%$530.56M$252.43M-34.64N/APositive News
IFN
India Fund
N/A$15.97
+1.0%
N/A-11.6%$491.31MN/A0.0021,000
RMT
Royce Otc Micro
N/A$9.48
flat
N/A-1.8%$480.47MN/A0.00N/ANews Coverage
Positive News
TYG
Tortoise Energy Infrastructure
N/A$42.81
-0.4%
N/A+20.9%$462.57M$214.33M0.00N/ANews Coverage
MCI
Barings Corporate Investors
N/A$20.81
-3.7%
N/A+11.5%$438.66M$37.92M0.00N/APositive News
EVN
Eaton Vance Municipal Income Trust
N/A$10.34
+0.5%
N/A+1.0%$407.78M$38.57M0.00N/ANews Coverage
Positive News

Related Companies and Tools


This page (NYSE:SPE) was last updated on 7/26/2025 by MarketBeat.com Staff
From Our Partners