SPE vs. BANX, OFS, JHI, DHF, VBF, VTN, GROW, IIF, EMD, and WNEB
Should you be buying Special Opportunities Fund stock or one of its competitors? The main competitors of Special Opportunities Fund include ArrowMark Financial (BANX), OFS Capital (OFS), John Hancock Investors Trust (JHI), BNY Mellon High Yield Strategies Fund (DHF), Invesco Bond Fund (VBF), Invesco Trust for Investment Grade New York Municipals (VTN), U.S. Global Investors (GROW), Morgan Stanley India Investment Fund (IIF), Western Asset Emerging Markets Debt Fund (EMD), and Western New England Bancorp (WNEB).
ArrowMark Financial (NASDAQ:BANX) 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 valuation, profitability, earnings, community ranking, media sentiment, risk, analyst recommendations, institutional ownership and dividends.
In the previous week, Special Opportunities Fund had 7 more articles in the media than ArrowMark Financial. MarketBeat recorded 8 mentions for Special Opportunities Fund and 1 mentions for ArrowMark Financial. ArrowMark Financial's average media sentiment score of 0.74 beat Special Opportunities Fund's score of 0.00 indicating that Special Opportunities Fund is being referred to more favorably in the news media.
ArrowMark Financial has higher revenue and earnings than Special Opportunities Fund.
ArrowMark Financial pays an annual dividend of $1.80 per share and has a dividend yield of 10.0%. Special Opportunities Fund pays an annual dividend of $1.07 per share and has a dividend yield of 8.7%. Special Opportunities Fund has increased its dividend for 1 consecutive years.
24.9% of ArrowMark Financial shares are held by institutional investors. Comparatively, 35.6% of Special Opportunities Fund shares are held by institutional investors. 0.5% of ArrowMark Financial shares are held by insiders. Comparatively, 22.4% of Special Opportunities Fund shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.
ArrowMark Financial received 108 more outperform votes than Special Opportunities Fund when rated by MarketBeat users. Likewise, 72.27% of users gave ArrowMark Financial an outperform vote while only 66.67% of users gave Special Opportunities Fund an outperform vote.
ArrowMark Financial has a beta of 0.44, suggesting that its share price is 56% less volatile than the S&P 500. Comparatively, Special Opportunities Fund has a beta of 1.01, suggesting that its share price is 1% more volatile than the S&P 500.
Summary
Special Opportunities Fund beats ArrowMark Financial on 6 of the 10 factors compared between the two stocks.
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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.
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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