Which has higher valuation & earnings, SPE or TWN?

Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Special Opportunities Fund N/A N/A N/A N/A N/A Taiwan Fund N/A N/A N/A N/A N/A

Is SPE or TWN more profitable?

Company Net Margins Return on Equity Return on Assets Special Opportunities Fund N/A N/A N/A Taiwan Fund N/A N/A N/A

Do analysts rate SPE or ECC?

Eagle Point Credit has a consensus target price of $6.50, indicating a potential upside of 61.09%. Given Eagle Point Credit's stronger consensus rating and higher possible upside, analysts plainly believe Eagle Point Credit is more favorable than Special Opportunities Fund. Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Special Opportunities Fund 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00 Eagle Point Credit 0 Sell rating(s) 2 Hold rating(s) 3 Buy rating(s) 0 Strong Buy rating(s) 2.60

Which has preferable valuation & earnings, SPE or ECC?

Special Opportunities Fund has higher earnings, but lower revenue than Eagle Point Credit. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Special Opportunities Fund N/A N/A N/A N/A N/A Eagle Point Credit $203.99M 2.62 -$115M $0.95 4.25

Does the media favor SPE or ECC?

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 1.22 beat Eagle Point Credit's score of 0.05 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 1 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Eagle Point Credit 0 Very Positive mention(s) 1 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral

Which has better valuation and earnings, SPE or HQL?

Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Special Opportunities Fund N/A N/A N/A N/A N/A abrdn Life Sciences Investors N/A N/A N/A N/A N/A

Is SPE or HQL more profitable?

Company Net Margins Return on Equity Return on Assets Special Opportunities Fund N/A N/A N/A abrdn Life Sciences Investors N/A N/A N/A

Which has preferable earnings and valuation, IFN or SPE?

Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio India Fund N/A N/A N/A N/A N/A Special Opportunities Fund N/A N/A N/A N/A N/A

Is IFN or SPE more profitable?

Company Net Margins Return on Equity Return on Assets India Fund N/A N/A N/A Special Opportunities Fund N/A N/A N/A

Does the media refer more to IFN or SPE?

In the previous week, India Fund and India Fund both had 1 articles in the media. Special Opportunities Fund's average media sentiment score of 1.22 beat India Fund's 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 India Fund 0 Very Positive mention(s) 0 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral Special Opportunities Fund 1 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive

Which has higher earnings & valuation, EVN or SPE?

Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Eaton Vance Municipal Income Trust N/A N/A N/A N/A N/A Special Opportunities Fund N/A N/A N/A N/A N/A

Is EVN or SPE more profitable?

Company Net Margins Return on Equity Return on Assets Eaton Vance Municipal Income Trust N/A N/A N/A Special Opportunities Fund N/A N/A N/A

Special Opportunities Fund (SPE) Competitors

$13.86 -0.17 (-1.18%)

Closing price 06/5/2026 03:58 PM Eastern

Extended Trading

$13.85 -0.02 (-0.11%)

As of 06/5/2026 04:10 PM Eastern

Compare

SPE vs. TWN, ECC, HQL, IFN, and EVN

Should you buy Special Opportunities Fund stock or one of its competitors? MarketBeat compares Special Opportunities Fund with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Special Opportunities Fund include Taiwan Fund (TWN), Eagle Point Credit (ECC), abrdn Life Sciences Investors (HQL), India Fund (IFN), and Eaton Vance Municipal Income Trust (EVN). These companies are all part of the "financial services" industry.

How does Special Opportunities Fund compare to Taiwan Fund?

Special Opportunities Fund (NYSE:SPE) and Taiwan Fund (NYSE:TWN) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their media sentiment, dividends, profitability, valuation, institutional ownership, risk, earnings 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 insiders. Comparatively, 2.0% of Taiwan Fund 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.

Company	Net Margins	Return on Equity	Return on Assets
Special Opportunities Fund	N/A	N/A	N/A
Taiwan Fund	N/A	N/A	N/A

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Special Opportunities Fund	N/A	N/A	N/A	N/A	N/A
Taiwan Fund	N/A	N/A	N/A	N/A	N/A

Special Opportunities Fund has a beta of 0.76, meaning that its share price is 24% less volatile than the broader market. Comparatively, Taiwan Fund has a beta of 1.41, meaning that its share price is 41% more volatile than the broader market.

In the previous week, Special Opportunities Fund had 1 more articles in the media than Taiwan Fund. MarketBeat recorded 1 mentions for Special Opportunities Fund and 0 mentions for Taiwan Fund. Special Opportunities Fund's average media sentiment score of 1.22 beat Taiwan Fund's score of 0.00 indicating that Special Opportunities Fund is being referred to more favorably in the media.

Company	Overall Sentiment
Special Opportunities Fund	Positive
Taiwan Fund	Neutral

Special Opportunities Fund pays an annual dividend of $1.53 per share and has a dividend yield of 11.0%. Taiwan Fund pays an annual dividend of $6.20 per share and has a dividend yield of 6.8%.

Summary

Special Opportunities Fund beats Taiwan Fund on 4 of the 6 factors compared between the two stocks.

How does Special Opportunities Fund compare to Eagle Point Credit?

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

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 1.22 beat Eagle Point Credit's score of 0.05 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	1 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Eagle Point Credit	0 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral

Special Opportunities Fund pays an annual dividend of $1.53 per share and has a dividend yield of 11.0%. Eagle Point Credit pays an annual dividend of $1.52 per share and has a dividend yield of 37.7%. Eagle Point Credit pays out 160.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Eagle Point Credit has a net margin of 12.33% compared to Special Opportunities Fund's net margin of 0.00%. Eagle Point Credit's return on equity of 13.47% beat Special Opportunities Fund's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Special Opportunities Fund	N/A	N/A	N/A
Eagle Point Credit	12.33%	13.47%	8.14%

Eagle Point Credit has a consensus target price of $6.50, indicating a potential upside of 61.09%. Given Eagle Point Credit's stronger consensus rating and higher possible upside, analysts plainly believe Eagle Point Credit is more favorable than Special Opportunities Fund.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Special Opportunities Fund	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00
Eagle Point Credit	0 Sell rating(s)	2 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.60

35.6% of Special Opportunities Fund shares are held by institutional investors. Comparatively, 19.5% of Eagle Point Credit shares are held by institutional investors. 1.1% of Special Opportunities Fund shares are held by insiders. Comparatively, 0.3% of Eagle Point Credit shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Special Opportunities Fund has higher earnings, but lower revenue than Eagle Point Credit.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Special Opportunities Fund	N/A	N/A	N/A	N/A	N/A
Eagle Point Credit	$203.99M	2.62	-$115M	$0.95	4.25

Special Opportunities Fund has a beta of 0.76, indicating that its stock price is 24% less volatile than the broader market. Comparatively, Eagle Point Credit has a beta of 0.35, indicating that its stock price is 65% less volatile than the broader market.

Summary

Eagle Point Credit beats Special Opportunities Fund on 8 of the 13 factors compared between the two stocks.

How does Special Opportunities Fund compare to abrdn Life Sciences Investors?

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

Special Opportunities Fund has a beta of 0.76, meaning that its stock price is 24% less volatile than the broader market. Comparatively, abrdn Life Sciences Investors has a beta of 0.78, meaning that its stock price is 22% less volatile than the broader market.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Special Opportunities Fund	N/A	N/A	N/A	N/A	N/A
abrdn Life Sciences Investors	N/A	N/A	N/A	N/A	N/A

Company	Net Margins	Return on Equity	Return on Assets
Special Opportunities Fund	N/A	N/A	N/A
abrdn Life Sciences Investors	N/A	N/A	N/A

In the previous week, Special Opportunities Fund had 1 more articles in the media than abrdn Life Sciences Investors. MarketBeat recorded 1 mentions for Special Opportunities Fund and 0 mentions for abrdn Life Sciences Investors. Special Opportunities Fund's average media sentiment score of 1.22 beat abrdn Life Sciences Investors' score of 0.00 indicating that Special Opportunities Fund is being referred to more favorably in the media.

Company	Overall Sentiment
Special Opportunities Fund	Positive
abrdn Life Sciences Investors	Neutral

Special Opportunities Fund pays an annual dividend of $1.53 per share and has a dividend yield of 11.0%. abrdn Life Sciences Investors pays an annual dividend of $2.04 per share and has a dividend yield of 12.0%.

35.6% of Special Opportunities Fund shares are held by institutional investors. Comparatively, 32.2% of abrdn Life Sciences Investors shares are held by institutional investors. 1.1% of Special Opportunities Fund shares are held by insiders. Comparatively, 10.1% of abrdn Life Sciences Investors 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.

Summary

Special Opportunities Fund and abrdn Life Sciences Investors tied by winning 3 of the 6 factors compared between the two stocks.

How does Special Opportunities Fund compare to India Fund?

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

Company	Net Margins	Return on Equity	Return on Assets
India Fund	N/A	N/A	N/A
Special Opportunities Fund	N/A	N/A	N/A

10.8% of India Fund shares are owned by institutional investors. Comparatively, 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, large money managers and hedge funds believe a company is poised for long-term growth.

India Fund pays an annual dividend of $2.18 per share and has a dividend yield of 20.2%. Special Opportunities Fund pays an annual dividend of $1.53 per share and has a dividend yield of 11.0%.

India Fund 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 0.76, suggesting that its stock price is 24% less volatile than the broader market.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
India Fund	N/A	N/A	N/A	N/A	N/A
Special Opportunities Fund	N/A	N/A	N/A	N/A	N/A

In the previous week, India Fund and India Fund both had 1 articles in the media. Special Opportunities Fund's average media sentiment score of 1.22 beat India Fund's 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
India Fund	0 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral
Special Opportunities Fund	1 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

Special Opportunities Fund beats India Fund on 4 of the 5 factors compared between the two stocks.

How does Special Opportunities Fund compare to Eaton Vance Municipal Income Trust?

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

Eaton Vance Municipal Income Trust has a beta of 0.63, suggesting that its stock price is 37% less volatile than the broader market. Comparatively, Special Opportunities Fund has a beta of 0.76, suggesting that its stock price is 24% less volatile than the broader market.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Eaton Vance Municipal Income Trust	N/A	N/A	N/A	N/A	N/A
Special Opportunities Fund	N/A	N/A	N/A	N/A	N/A

Company	Net Margins	Return on Equity	Return on Assets
Eaton Vance Municipal Income Trust	N/A	N/A	N/A
Special Opportunities Fund	N/A	N/A	N/A

Eaton Vance Municipal Income Trust pays an annual dividend of $0.46 per share and has a dividend yield of 4.3%. Special Opportunities Fund pays an annual dividend of $1.53 per share and has a dividend yield of 11.0%.

In the previous week, Eaton Vance Municipal Income Trust and Eaton Vance Municipal Income Trust both had 1 articles in the media. Special Opportunities Fund's average media sentiment score of 1.22 beat Eaton Vance Municipal Income Trust's score of 1.00 indicating that Special Opportunities Fund is being referred to more favorably in the news media.

Company	Overall Sentiment
Eaton Vance Municipal Income Trust	Positive
Special Opportunities Fund	Positive

35.6% of Special Opportunities Fund shares are owned by institutional investors. 1.0% of Eaton Vance Municipal Income Trust shares are owned by insiders. Comparatively, 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 stock will outperform the market over the long term.

Summary

Special Opportunities Fund beats Eaton Vance Municipal Income Trust on 5 of the 5 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.

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.

SPE vs. The Competition

Export

Metric	Special Opportunities Fund	FIN Industry	Finance Sector	NYSE Exchange
Market Cap	$149.04M	$4.82B	$13.63B	$23.37B
Dividend Yield	10.88%	6.93%	5.77%	4.08%
P/E Ratio	N/A	0.02	19.91	30.27
Price / Sales	N/A	52.72	137.93	22.12
Price / Cash	N/A	5.08	19.54	24.41
Price / Book	N/A	3.22	2.18	4.63
Net Income	N/A	$388.27M	$1.13B	$1.07B
7 Day Performance	-1.43%	-1.52%	-0.25%	-1.62%
1 Month Performance	-4.74%	-1.72%	-0.82%	-1.63%
1 Year Performance	-8.75%	12.15%	10.61%	21.48%

Special Opportunities Fund Competitors List

Export

Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
SPE Special Opportunities Fund	N/A	$13.87 -1.2%	N/A	-8.1%	$149.04M	N/A	N/A	N/A	Positive News Short Interest Decrease
TWN Taiwan Fund	N/A	$99.03 -2.4%	N/A	+134.2%	$573.38M	N/A	N/A	N/A	Gap Down
ECC Eagle Point Credit	4.5399 of 5 stars	$4.11 -1.0%	$6.50 +58.2%	-48.0%	$543.38M	$203.99M	4.33	N/A
HQL abrdn Life Sciences Investors	N/A	$16.92 -1.5%	N/A	+34.7%	$514.54M	N/A	N/A	N/A
IFN India Fund	N/A	$10.86 -1.3%	N/A	-33.6%	$463.20M	-$44.69M	N/A	21,000	News Coverage

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

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Special Opportunities Fund (SPE) Competitors

SPE vs. TWN, ECC, HQL, IFN, and EVN

How does Special Opportunities Fund compare to Taiwan Fund?

Summary

How does Special Opportunities Fund compare to Eagle Point Credit?

Summary

How does Special Opportunities Fund compare to abrdn Life Sciences Investors?

Summary

How does Special Opportunities Fund compare to India Fund?

Summary

How does Special Opportunities Fund compare to Eaton Vance Municipal Income Trust?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

SPE vs. The Competition

Special Opportunities Fund Competitors List

Related Companies and Tools

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Terms & Info

Special Opportunities Fund (SPE) Competitors

SPE vs. TWN, ECC, HQL, IFN, and EVN

How does Special Opportunities Fund compare to Taiwan Fund?

Do insiders & institutionals believe in SPE or TWN?

Is SPE or TWN more profitable?

Which has higher valuation & earnings, SPE or TWN?

Which has more volatility and risk, SPE or TWN?

Does the media prefer SPE or TWN?

Is SPE or TWN a better dividend stock?

Summary

How does Special Opportunities Fund compare to Eagle Point Credit?

Does the media favor SPE or ECC?

Is SPE or ECC a better dividend stock?

Is SPE or ECC more profitable?

Do analysts rate SPE or ECC?

Do insiders and institutionals hold more shares of SPE or ECC?

Which has preferable valuation & earnings, SPE or ECC?

Which has more volatility & risk, SPE or ECC?

Summary

How does Special Opportunities Fund compare to abrdn Life Sciences Investors?

Which has more risk and volatility, SPE or HQL?

Which has better valuation and earnings, SPE or HQL?

Is SPE or HQL more profitable?

Does the media refer more to SPE or HQL?

Is SPE or HQL a better dividend stock?

Do institutionals & insiders believe in SPE or HQL?

Summary

How does Special Opportunities Fund compare to India Fund?

Is IFN or SPE more profitable?

Do institutionals and insiders believe in IFN or SPE?

Is IFN or SPE a better dividend stock?

Which has more risk and volatility, IFN or SPE?

Which has preferable earnings and valuation, IFN or SPE?

Does the media refer more to IFN or SPE?

Summary

How does Special Opportunities Fund compare to Eaton Vance Municipal Income Trust?

Which has more volatility & risk, EVN or SPE?

Which has higher earnings & valuation, EVN or SPE?

Is EVN or SPE more profitable?

Is EVN or SPE a better dividend stock?

Does the media prefer EVN or SPE?

Do institutionals and insiders have more ownership in EVN or SPE?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

SPE vs. The Competition

Special Opportunities Fund Competitors List

Related Companies and Tools

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools