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Special Opportunities Fund (SPE) Competitors

Special Opportunities Fund logo
$13.50 -0.08 (-0.55%)
As of 03:18 PM Eastern
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SPE vs. TWN, IFN, ECC, EVN, and CCAP

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), India Fund (IFN), Eagle Point Credit (ECC), Eaton Vance Municipal Income Trust (EVN), and Crescent Capital BDC (CCAP). 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 businesses based on the strength of their risk, earnings, valuation, institutional ownership, media sentiment, analyst recommendations, dividends and profitability.

In the previous week, Taiwan Fund had 2 more articles in the media than Special Opportunities Fund. MarketBeat recorded 3 mentions for Taiwan Fund and 1 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 1.57 beat Taiwan Fund's score of 0.85 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)
Very Positive
Taiwan Fund
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

Special Opportunities Fund has a beta of 0.77, suggesting that its stock price is 23% less volatile than the broader market. Comparatively, Taiwan Fund has a beta of 1.41, suggesting that its stock price is 41% more volatile than the broader market.

Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 11.3%. Taiwan Fund pays an annual dividend of $6.20 per share and has a dividend yield of 7.1%.

35.6% of Special Opportunities Fund shares are held by institutional investors. 1.1% of Special Opportunities Fund shares are held by insiders. Comparatively, 2.0% of Taiwan Fund shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Special Opportunities Fund$22.06M6.50N/AN/AN/A
Taiwan Fund$234.70M2.16N/AN/AN/A

Summary

Special Opportunities Fund and Taiwan Fund tied by winning 4 of the 8 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 business? We will compare the two companies based on the strength of their profitability, media sentiment, analyst recommendations, institutional ownership, risk, earnings, valuation and dividends.

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 1.57 beat India Fund's score of 0.67 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)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
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)
Very Positive

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 company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
India FundN/AN/AN/AN/AN/A
Special Opportunities Fund$22.06M6.50N/AN/AN/A

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

India Fund pays an annual dividend of $2.18 per share and has a dividend yield of 19.1%. Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 11.3%.

India Fund has a beta of 0.68, suggesting that its stock price is 32% 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.

Summary

Special Opportunities Fund beats India Fund on 5 of the 6 factors compared between the two stocks.

How does Special Opportunities Fund compare to Eagle Point Credit?

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

Eagle Point Credit pays an annual dividend of $1.28 per share and has a dividend yield of 34.5%. Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 11.3%. Eagle Point Credit pays out 191.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Special Opportunities Fund has higher revenue and earnings than Eagle Point Credit.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Eagle Point Credit-$125.96M-3.90-$115M$0.675.54
Special Opportunities Fund$22.06M6.50N/AN/AN/A

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

Eagle Point Credit has a beta of 0.36, suggesting that its stock price is 64% 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.

Special Opportunities Fund has a net margin of 0.00% compared to Eagle Point Credit's net margin of -87.16%. Special Opportunities Fund's return on equity of 0.00% beat Eagle Point Credit's return on equity.

Company Net Margins Return on Equity Return on Assets
Eagle Point Credit-87.16% -1.09% -0.61%
Special Opportunities Fund N/A N/A N/A

Eagle Point Credit presently has a consensus price target of $6.50, suggesting a potential upside of 74.97%. Given Eagle Point Credit's stronger consensus rating and higher probable upside, equities research 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
Eagle Point Credit
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60
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, Eagle Point Credit and Eagle Point Credit both had 1 articles in the media. Eagle Point Credit's average media sentiment score of 1.85 beat Special Opportunities Fund's score of 1.57 indicating that Eagle Point Credit is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Eagle Point Credit
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
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Summary

Special Opportunities Fund beats Eagle Point Credit on 9 of the 14 factors compared between the two stocks.

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

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

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

Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 11.3%. Eaton Vance Municipal Income Trust pays an annual dividend of $0.36 per share and has a dividend yield of 3.3%.

Special Opportunities Fund has a beta of 0.77, indicating that its stock price is 23% less volatile than the broader market. Comparatively, Eaton Vance Municipal Income Trust has a beta of 0.62, indicating that its stock price is 38% less volatile than the broader market.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Special Opportunities Fund$22.06M6.50N/AN/AN/A
Eaton Vance Municipal Income Trust$2.26M193.75N/AN/AN/A

In the previous week, Eaton Vance Municipal Income Trust had 1 more articles in the media than Special Opportunities Fund. MarketBeat recorded 2 mentions for Eaton Vance Municipal Income Trust and 1 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 1.57 beat Eaton Vance Municipal Income Trust's score of 1.55 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)
Very Positive
Eaton Vance Municipal Income Trust
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very 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. Comparatively, 1.0% of Eaton Vance Municipal Income Trust shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Summary

Special Opportunities Fund beats Eaton Vance Municipal Income Trust on 6 of the 8 factors compared between the two stocks.

How does Special Opportunities Fund compare to Crescent Capital BDC?

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

Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 11.3%. Crescent Capital BDC pays an annual dividend of $1.36 per share and has a dividend yield of 12.3%. Crescent Capital BDC pays out 331.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Crescent Capital BDC has raised its dividend for 1 consecutive years. Crescent Capital BDC is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Crescent Capital BDC has higher revenue and earnings than Special Opportunities Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Special Opportunities Fund$22.06M6.50N/AN/AN/A
Crescent Capital BDC$167.29M2.44$34.51M$0.4127.04

Crescent Capital BDC has a net margin of 9.26% compared to Special Opportunities Fund's net margin of 0.00%. Crescent Capital BDC's return on equity of 9.34% 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
Crescent Capital BDC 9.26%9.34%4.04%

Crescent Capital BDC has a consensus price target of $13.90, indicating a potential upside of 25.39%. Given Crescent Capital BDC's stronger consensus rating and higher possible upside, analysts plainly believe Crescent Capital BDC 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
Crescent Capital BDC
1 Sell rating(s)
3 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.17

35.6% of Special Opportunities Fund shares are owned by institutional investors. Comparatively, 49.5% of Crescent Capital BDC shares are owned by institutional investors. 1.1% of Special Opportunities Fund shares are owned by company insiders. Comparatively, 1.2% of Crescent Capital BDC shares are owned by company 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.

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 1.57 beat Crescent Capital BDC's score of 0.67 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)
Very Positive
Crescent Capital BDC
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 has a beta of 0.77, meaning that its stock price is 23% less volatile than the broader market. Comparatively, Crescent Capital BDC has a beta of 0.52, meaning that its stock price is 48% less volatile than the broader market.

Summary

Crescent Capital BDC beats Special Opportunities Fund on 11 of the 15 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

Export
MetricSpecial Opportunities FundFIN IndustryFinance SectorNYSE Exchange
Market Cap$143.36M$4.83B$14.40B$23.45B
Dividend Yield11.18%6.75%5.66%4.15%
P/E RatioN/A0.0220.5530.94
Price / Sales6.5027.2744.4520.37
Price / CashN/A4.9119.2418.81
Price / BookN/A3.102.264.76
Net IncomeN/A$388.27M$1.14B$1.07B
7 Day Performance-0.04%-0.71%0.41%0.86%
1 Month Performance-1.32%-0.33%1.56%1.72%
1 Year Performance-13.60%11.29%13.46%17.87%

Special Opportunities Fund Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SPE
Special Opportunities Fund
N/A$13.50
-0.6%		N/A-12.6%$143.36M$22.06MN/AN/A
TWN
Taiwan Fund
N/A$91.25
-0.4%		N/A+83.9%$528.49M$234.70MN/AN/A
IFN
India Fund
N/A$11.51
-0.1%		N/A-27.8%$490.90MN/AN/A21,000
ECC
Eagle Point Credit
4.0121 of 5 stars		$3.71
-1.5%		$6.50
+75.4%		-50.6%$489.83M-$125.96M5.53N/A
EVN
Eaton Vance Municipal Income Trust
N/A$11.08
-0.4%		N/A+7.5%$441.74M$2.26MN/AN/A

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This page (NYSE:SPE) was last updated on 7/21/2026 by MarketBeat.com Staff.
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