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Special Opportunities Fund (SPE) Competitors

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$13.58 +0.01 (+0.04%)
As of 09/4/2026 03:50 PM Eastern
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SPE vs. AEXA, VGM, MMU, GAMI, and VKQ

Should you buy Special Opportunities Fund stock or one of its competitors? Special Opportunities Fund's main competitors and comparable companies include American Exceptionalism Acquisition (AEXA), Inv Vk Tr Inv (VGM), Western Asset Managed Municipals Fund (MMU), GAMCO Investors (GAMI), and Inv Vk Mun Tr (VKQ). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Special Opportunities Fund compare to American Exceptionalism Acquisition?

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

35.6% of Special Opportunities Fund shares are owned by institutional investors. 1.1% of Special Opportunities Fund shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Company Net Margins Return on Equity Return on Assets
American Exceptionalism AcquisitionN/A N/A N/A
Special Opportunities Fund N/A N/A N/A

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
American Exceptionalism AcquisitionN/AN/A-$7.20M$0.1295.21
Special Opportunities FundN/AN/AN/AN/AN/A

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
American Exceptionalism Acquisition
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
Special Opportunities Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, Special Opportunities Fund had 1 more articles in the media than American Exceptionalism Acquisition. MarketBeat recorded 1 mentions for Special Opportunities Fund and 0 mentions for American Exceptionalism Acquisition. Special Opportunities Fund's average media sentiment score of 0.83 beat American Exceptionalism Acquisition's score of 0.00 indicating that Special Opportunities Fund is being referred to more favorably in the news media.

Company Overall Sentiment
American Exceptionalism Acquisition Neutral
Special Opportunities Fund Positive

Summary

Special Opportunities Fund beats American Exceptionalism Acquisition on 4 of the 5 factors compared between the two stocks.

How does Special Opportunities Fund compare to Inv Vk Tr Inv?

Inv Vk Tr Inv (NYSE:VGM) and Special Opportunities Fund (NYSE:SPE) are both small-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, valuation, profitability, risk, dividends, media sentiment and earnings.

38.1% of Inv Vk Tr Inv shares are owned by institutional investors. Comparatively, 35.6% of Special Opportunities Fund shares are owned by institutional investors. 1.0% of Inv Vk Tr Inv shares are owned by company insiders. Comparatively, 1.1% 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 will outperform the market over the long term.

Company Net Margins Return on Equity Return on Assets
Inv Vk Tr InvN/A N/A N/A
Special Opportunities Fund N/A N/A N/A

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Inv Vk Tr InvN/AN/AN/AN/AN/A
Special Opportunities FundN/AN/AN/AN/AN/A

Inv Vk Tr Inv pays an annual dividend of $0.32 per share and has a dividend yield of 3.2%. Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 11.2%.

Inv Vk Tr Inv has a beta of 0.69, suggesting that its stock price is 31% less volatile than the broader market. Comparatively, Special Opportunities Fund has a beta of 0.77, suggesting that its stock price is 23% less volatile than the broader market.

In the previous week, Inv Vk Tr Inv had 1 more articles in the media than Special Opportunities Fund. MarketBeat recorded 2 mentions for Inv Vk Tr Inv and 1 mentions for Special Opportunities Fund. Inv Vk Tr Inv's average media sentiment score of 1.47 beat Special Opportunities Fund's score of 0.83 indicating that Inv Vk Tr Inv is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Inv Vk Tr Inv
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Special Opportunities Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Inv Vk Tr Inv and Special Opportunities Fund tied by winning 3 of the 6 factors compared between the two stocks.

How does Special Opportunities Fund compare to Western Asset Managed Municipals Fund?

Western Asset Managed Municipals Fund (NYSE:MMU) and Special Opportunities Fund (NYSE:SPE) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their media sentiment, earnings, dividends, profitability, institutional ownership, risk, analyst recommendations and valuation.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Western Asset Managed Municipals FundN/AN/AN/AN/AN/A
Special Opportunities FundN/AN/AN/AN/AN/A

Western Asset Managed Municipals Fund has a beta of 0.53, meaning that its share price is 47% less volatile than the broader market. Comparatively, Special Opportunities Fund has a beta of 0.77, meaning that its share price is 23% less volatile than the broader market.

Company Net Margins Return on Equity Return on Assets
Western Asset Managed Municipals FundN/A N/A N/A
Special Opportunities Fund N/A N/A N/A

In the previous week, Special Opportunities Fund had 1 more articles in the media than Western Asset Managed Municipals Fund. MarketBeat recorded 1 mentions for Special Opportunities Fund and 0 mentions for Western Asset Managed Municipals Fund. Special Opportunities Fund's average media sentiment score of 0.83 beat Western Asset Managed Municipals Fund's score of 0.00 indicating that Special Opportunities Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Western Asset Managed Municipals Fund Neutral
Special Opportunities Fund Positive

35.6% of Special Opportunities Fund shares are owned by institutional investors. 1.1% of Special Opportunities Fund shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Western Asset Managed Municipals Fund pays an annual dividend of $0.22 per share and has a dividend yield of 2.2%. Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 11.2%.

Summary

Special Opportunities Fund beats Western Asset Managed Municipals Fund on 6 of the 6 factors compared between the two stocks.

How does Special Opportunities Fund compare to GAMCO Investors?

Special Opportunities Fund (NYSE:SPE) and GAMCO Investors (NYSE:GAMI) are both small-cap finance companies, but which is the better stock? We will compare the two companies based on the strength of their dividends, valuation, analyst recommendations, profitability, risk, media sentiment, earnings and institutional ownership.

Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 11.2%. GAMCO Investors pays an annual dividend of $0.40 per share and has a dividend yield of 1.5%. GAMCO Investors pays out 12.7% of its earnings in the form of a dividend. GAMCO Investors has raised its dividend for 1 consecutive years.

35.6% of Special Opportunities Fund shares are held by institutional investors. Comparatively, 3.3% of GAMCO Investors shares are held by institutional investors. 1.1% of Special Opportunities Fund shares are held by insiders. Comparatively, 81.2% of GAMCO Investors shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

GAMCO Investors has higher revenue and earnings than Special Opportunities Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Special Opportunities FundN/AN/AN/AN/AN/A
GAMCO Investors$231.40M2.45$64.46M$3.168.33

Special Opportunities Fund has a beta of 0.77, indicating that its stock price is 23% less volatile than the broader market. Comparatively, GAMCO Investors has a beta of 0.58, indicating that its stock price is 42% less volatile than the broader market.

GAMCO Investors has a net margin of 27.86% compared to Special Opportunities Fund's net margin of 0.00%. GAMCO Investors' return on equity of 36.01% 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
GAMCO Investors 27.86%36.01%23.05%

In the previous week, GAMCO Investors had 1 more articles in the media than Special Opportunities Fund. MarketBeat recorded 2 mentions for GAMCO Investors and 1 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 0.83 beat GAMCO Investors' score of 0.00 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
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
GAMCO Investors
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

GAMCO Investors beats Special Opportunities Fund on 7 of the 12 factors compared between the two stocks.

How does Special Opportunities Fund compare to Inv Vk Mun Tr?

Inv Vk Mun Tr (NYSE:VKQ) and Special Opportunities Fund (NYSE:SPE) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, profitability, valuation, media sentiment, earnings, dividends and risk.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Inv Vk Mun TrN/AN/AN/AN/AN/A
Special Opportunities FundN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
Inv Vk Mun TrN/A N/A N/A
Special Opportunities Fund N/A N/A N/A

Inv Vk Mun Tr pays an annual dividend of $0.31 per share and has a dividend yield of 3.2%. Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 11.2%.

In the previous week, Inv Vk Mun Tr had 2 more articles in the media than Special Opportunities Fund. MarketBeat recorded 3 mentions for Inv Vk Mun Tr and 1 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 0.83 beat Inv Vk Mun Tr's score of 0.80 indicating that Special Opportunities Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Inv Vk Mun Tr
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Special Opportunities Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Inv Vk Mun Tr has a beta of 0.65, suggesting that its share price is 35% less volatile than the broader market. Comparatively, Special Opportunities Fund has a beta of 0.77, suggesting that its share price is 23% less volatile than the broader market.

32.0% of Inv Vk Mun Tr shares are held by institutional investors. Comparatively, 35.6% of Special Opportunities Fund shares are held by institutional investors. 5.4% of Inv Vk Mun Tr shares are held by insiders. Comparatively, 1.1% of Special Opportunities Fund shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Summary

Special Opportunities Fund beats Inv Vk Mun Tr on 4 of the 6 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 SPE 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 FundCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$144.05M$5.72B$14.00B$23.65B
Dividend Yield11.23%7.39%5.88%3.72%
P/E RatioN/A31.6726.1929.33
Price / SalesN/A1,265.58522.9816.99
Price / CashN/A48.1439.9633.54
Price / BookN/A1.982.137.61
Net IncomeN/A$419.47M$1.32B$1.07B
7 Day Performance0.11%7.28%3.84%-0.05%
1 Month Performance1.47%0.60%1.69%0.08%
1 Year Performance-13.70%5.65%11.19%12.82%

Special Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SPE
Special Opportunities Fund
N/A$13.58
+0.0%
N/A-13.7%$144.05MN/AN/AN/A
AEXA
American Exceptionalism Acquisition
N/A$11.45
-0.3%
N/AN/A$566.33MN/A190.832
VGM
Inv Vk Tr Inv
N/A$10.31
+0.4%
N/A+4.0%$559.13M$17.45MN/A147,000
MMU
Western Asset Managed Municipals Fund
N/A$10.13
flat
N/A-2.1%$553.30MN/AN/A147,000
GAMI
GAMCO Investors
N/A$25.62
+1.3%
N/A+7.3%$551.81M$231.40M9.71170

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This page (NYSE:SPE) was last updated on 9/6/2026 by MarketBeat.com Staff.
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