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Special Opportunities Fund (SPE) Competitors

Special Opportunities Fund logo
$13.59 +0.06 (+0.44%)
As of 03:08 PM Eastern

SPE vs. NOAH, VGM, MMU, VKQ, and GAMI

Should you buy Special Opportunities Fund stock or one of its competitors? Special Opportunities Fund's main competitors and comparable companies include Noah (NOAH), Inv Vk Tr Inv (VGM), Western Asset Managed Municipals Fund (MMU), Inv Vk Mun Tr (VKQ), and GAMCO Investors (GAMI). 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 Noah?

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

42.7% of Noah shares are held by institutional investors. Comparatively, 35.6% of Special Opportunities Fund shares are held by institutional investors. 47.2% of Noah shares are held by insiders. Comparatively, 1.1% of Special Opportunities Fund shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Noah has a beta of 0.81, suggesting that its share price is 19% 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.

In the previous week, Noah and Noah both had 1 articles in the media. Special Opportunities Fund's average media sentiment score of 1.18 beat Noah's score of -0.35 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
Noah
0 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
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

Noah pays an annual dividend of $0.63 per share and has a dividend yield of 7.4%. Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 11.2%. Noah pays out 58.3% of its earnings in the form of a dividend.

Noah has a net margin of 20.28% compared to Special Opportunities Fund's net margin of 0.00%. Noah's return on equity of 5.80% beat Special Opportunities Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Noah20.28% 5.80% 4.91%
Special Opportunities Fund N/A N/A N/A

Noah presently has a consensus target price of $10.75, indicating a potential upside of 25.58%. Given Noah's stronger consensus rating and higher probable upside, equities analysts plainly believe Noah is more favorable than Special Opportunities Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Noah
0 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Special Opportunities Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Noah has higher revenue and earnings than Special Opportunities Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Noah$373.26M1.55$79.92M$1.087.93
Special Opportunities FundN/AN/AN/AN/AN/A

Summary

Noah beats Special Opportunities Fund on 9 of the 12 factors compared between the two stocks.

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

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

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

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

35.6% of Special Opportunities Fund shares are held by institutional investors. Comparatively, 38.1% of Inv Vk Tr Inv shares are held by institutional investors. 1.1% of Special Opportunities Fund shares are held by insiders. Comparatively, 1.0% of Inv Vk Tr Inv shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Special Opportunities Fund has a beta of 0.77, suggesting that its share price is 23% less volatile than the broader market. Comparatively, Inv Vk Tr Inv has a beta of 0.68, suggesting that its share price is 32% 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 1.43 beat Special Opportunities Fund's score of 1.18 indicating that Inv Vk Tr Inv is being referred to more favorably in the news 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
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 pays an annual dividend of $1.52 per share and has a dividend yield of 11.2%. Inv Vk Tr Inv pays an annual dividend of $0.39 per share and has a dividend yield of 3.7%.

Summary

Special Opportunities Fund and Inv Vk Tr Inv 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?

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

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

In the previous week, Western Asset Managed Municipals Fund had 3 more articles in the media than Special Opportunities Fund. MarketBeat recorded 4 mentions for Western Asset Managed Municipals Fund and 1 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 1.18 beat Western Asset Managed Municipals Fund's score of 1.00 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
Western Asset Managed Municipals Fund
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 11.2%. Western Asset Managed Municipals Fund pays an annual dividend of $0.27 per share and has a dividend yield of 2.7%.

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

35.6% of Special Opportunities Fund shares are owned by institutional investors. 1.1% of Special Opportunities Fund shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

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

Summary

Special Opportunities Fund beats Western Asset Managed Municipals Fund on 5 of the 6 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 better investment? We will compare the two companies based on the strength of their institutional ownership, valuation, dividends, analyst recommendations, risk, media sentiment, profitability and earnings.

Inv Vk Mun Tr pays an annual dividend of $0.38 per share and has a dividend yield of 3.9%. Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 11.2%.

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

In the previous week, Inv Vk Mun Tr and Inv Vk Mun Tr both had 1 articles in the media. Inv Vk Mun Tr's average media sentiment score of 1.83 beat Special Opportunities Fund's score of 1.18 indicating that Inv Vk Mun Tr is being referred to more favorably in the media.

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

32.0% of Inv Vk Mun Tr shares are owned by institutional investors. Comparatively, 35.6% of Special Opportunities Fund shares are owned by institutional investors. 5.4% of Inv Vk Mun Tr 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 endowments, large money managers and hedge funds believe a company is poised for long-term growth.

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

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

Summary

Special Opportunities Fund beats Inv Vk Mun Tr on 3 of the 5 factors compared between the two stocks.

How does Special Opportunities Fund compare to GAMCO Investors?

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
GAMCO Investors$231.40M2.35$64.46M$3.167.99
Special Opportunities FundN/AN/AN/AN/AN/A

GAMCO Investors has a beta of 0.57, meaning that its stock price is 43% less volatile than the broader market. Comparatively, Special Opportunities Fund has a beta of 0.77, meaning that its stock price is 23% less volatile than the broader market.

In the previous week, GAMCO Investors had 7 more articles in the media than Special Opportunities Fund. MarketBeat recorded 8 mentions for GAMCO Investors and 1 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 1.18 beat GAMCO Investors' score of 0.00 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
GAMCO Investors
3 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
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

3.3% of GAMCO Investors shares are owned by institutional investors. Comparatively, 35.6% of Special Opportunities Fund shares are owned by institutional investors. 81.2% of GAMCO Investors shares are owned by insiders. Comparatively, 1.1% of Special Opportunities Fund shares are owned 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 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
GAMCO Investors27.86% 36.01% 23.05%
Special Opportunities Fund N/A N/A N/A

GAMCO Investors pays an annual dividend of $0.40 per share and has a dividend yield of 1.6%. Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 11.2%. GAMCO Investors pays out 12.7% of its earnings in the form of a dividend. GAMCO Investors has increased its dividend for 1 consecutive years.

Summary

GAMCO Investors beats Special Opportunities Fund on 7 of the 12 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$143.73M$5.63B$14.01B$24.23B
Dividend Yield11.26%7.39%5.88%3.70%
P/E RatioN/A38.0029.2030.14
Price / SalesN/A1,267.44517.5824.25
Price / CashN/A48.3239.3733.29
Price / BookN/A3.713.676.57
Net IncomeN/A$417.15M$1.31B$1.06B
7 Day Performance1.68%0.62%0.27%0.48%
1 Month Performance1.00%0.66%1.19%2.51%
1 Year Performance-12.21%8.45%12.52%18.66%

Special Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SPE
Special Opportunities Fund
N/A$13.59
+0.4%
N/A-11.9%$143.73MN/AN/AN/A
NOAH
Noah
4.6469 of 5 stars
$8.26
-1.7%
$10.75
+30.2%
-26.4%$556.78M$2.62B7.641,778
VGM
Inv Vk Tr Inv
N/A$10.21
+0.2%
N/A+7.8%$553.98M$17.45MN/A147,000
MMU
Western Asset Managed Municipals Fund
N/A$10.04
-0.4%
N/A+2.1%$548.10M$62.79MN/A147,000
VKQ
Inv Vk Mun Tr
N/A$9.83
+0.4%
N/A+6.7%$543.99MN/AN/A147,000

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This page (NYSE:SPE) was last updated on 8/12/2026 by MarketBeat.com Staff.
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