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Special Opportunities Fund (SPE) Competitors

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$15.14 +0.05 (+0.33%)
As of 01:52 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

SPE vs. NXP, PDT, ASA, ECC, MUJ, CCAP, DSU, PEO, CION, and IFN

Should you be buying Special Opportunities Fund stock or one of its competitors? The main competitors of Special Opportunities Fund include Nuveen Select Tax-Free Income Portfolio (NXP), John Hancock Premium Dividend Fund (PDT), ASA Gold and Precious Metals (ASA), Eagle Point Credit (ECC), BlackRock MuniHoldings New Jersey Quality Fund (MUJ), Crescent Capital BDC (CCAP), BlackRock Debt Strategies Fund (DSU), Adams Natural Resources Fund (PEO), CION Investment (CION), and The India Fund (IFN). These companies are all part of the "financial services" industry.

Special Opportunities Fund vs.

Special Opportunities Fund (NYSE:SPE) and Nuveen Select Tax-Free Income Portfolio (NYSE:NXP) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their analyst recommendations, valuation, risk, media sentiment, community ranking, institutional ownership, dividends, profitability and earnings.

Special Opportunities Fund pays an annual dividend of $1.17 per share and has a dividend yield of 7.7%. Nuveen Select Tax-Free Income Portfolio pays an annual dividend of $0.61 per share and has a dividend yield of 4.4%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Special Opportunities Fund$37.11M4.56N/AN/AN/A
Nuveen Select Tax-Free Income Portfolio$75.19M8.68N/AN/AN/A

Special Opportunities Fund has a beta of 0.88, indicating that its stock price is 12% less volatile than the S&P 500. Comparatively, Nuveen Select Tax-Free Income Portfolio has a beta of 0.37, indicating that its stock price is 63% less volatile than the S&P 500.

In the previous week, Special Opportunities Fund had 5 more articles in the media than Nuveen Select Tax-Free Income Portfolio. MarketBeat recorded 5 mentions for Special Opportunities Fund and 0 mentions for Nuveen Select Tax-Free Income Portfolio. Special Opportunities Fund's average media sentiment score of 1.16 beat Nuveen Select Tax-Free Income Portfolio's score of 0.75 indicating that Special Opportunities Fund is being referred to more favorably in the media.

Company Overall Sentiment
Special Opportunities Fund Positive
Nuveen Select Tax-Free Income Portfolio Positive

Company Net Margins Return on Equity Return on Assets
Special Opportunities FundN/A N/A N/A
Nuveen Select Tax-Free Income Portfolio N/A N/A N/A

Special Opportunities Fund received 79 more outperform votes than Nuveen Select Tax-Free Income Portfolio when rated by MarketBeat users. Likewise, 66.67% of users gave Special Opportunities Fund an outperform vote while only 63.96% of users gave Nuveen Select Tax-Free Income Portfolio an outperform vote.

CompanyUnderperformOutperform
Special Opportunities FundOutperform Votes
150
66.67%
Underperform Votes
75
33.33%
Nuveen Select Tax-Free Income PortfolioOutperform Votes
71
63.96%
Underperform Votes
40
36.04%

35.6% of Special Opportunities Fund shares are owned by institutional investors. Comparatively, 16.2% of Nuveen Select Tax-Free Income Portfolio shares are owned by institutional investors. 49.3% of Special Opportunities Fund shares are owned by insiders. Comparatively, 1.0% of Nuveen Select Tax-Free Income Portfolio shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Summary

Special Opportunities Fund beats Nuveen Select Tax-Free Income Portfolio on 8 of the 10 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 {thisCompany.Symbol} 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 FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$169.30M$6.92B$11.48B$19.31B
Dividend Yield7.99%6.79%5.45%3.83%
P/E RatioN/A3.5722.4534.55
Price / Sales4.5621.8527.5234.91
Price / CashN/A7.5117.6217.51
Price / BookN/A0.892.774.68
Net IncomeN/A$66.51M$1.04B$1.02B
7 Day PerformanceN/A-0.86%-0.29%-1.96%
1 Month Performance7.19%3.70%6.03%7.26%
1 Year Performance15.66%0.24%536.56%3.95%

Special Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SPE
Special Opportunities Fund
N/A$15.14
+0.3%
N/A+15.2%$169.30M$37.11M0.00N/APositive News
Dividend Announcement
NXP
Nuveen Select Tax-Free Income Portfolio
N/A$14.09
-0.1%
N/A-2.9%$659.62M$75.19M0.0040,400News Coverage
PDT
John Hancock Premium Dividend Fund
N/A$12.74
-0.2%
N/A+7.4%$626.62M$198.30M0.00147,000News Coverage
ASA
ASA Gold and Precious Metals
N/A$29.09
+2.1%
N/A+58.2%$626.13M$118.94M0.001,100Positive News
ECC
Eagle Point Credit
3.4456 of 5 stars
$7.80
-1.1%
$10.33
+32.5%
-26.8%$600.19M$97.61M9.29N/APositive News
Upcoming Earnings
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
N/A$11.02
+0.1%
N/A-4.0%$594.93M$12.23M0.00N/APositive News
CCAP
Crescent Capital BDC
2.3212 of 5 stars
$15.61
+1.2%
$17.60
+12.7%
-14.1%$578.51M$83.50M7.84N/ADividend Announcement
Analyst Downgrade
DSU
BlackRock Debt Strategies Fund
N/A$10.42
-0.1%
N/A-5.6%$567.59M$44.55M0.00N/A
PEO
Adams Natural Resources Fund
N/A$20.45
-1.6%
N/A-14.5%$537.37M$34.82M0.0018News Coverage
Positive News
CION
CION Investment
2.6334 of 5 stars
$9.93
+1.1%
$11.00
+10.8%
-23.5%$523.18M$-2,967,000.006.76N/APositive News
IFN
The India Fund
N/A$16.75
+1.3%
N/A-6.1%$520.19M$110.12M0.0021,000Dividend Announcement

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This page (NYSE:SPE) was last updated on 5/22/2025 by MarketBeat.com Staff
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