Special Opportunities Fund (SPE) Competitors

$14.28 -0.04 (-0.24%)

Closing price 03:58 PM Eastern

Extended Trading

$14.28 0.00 (0.00%)

As of 06:49 PM Eastern

SPE vs. HQL, TWN, ECC, IFN, 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 abrdn Life Sciences Investors (HQL), Taiwan Fund (TWN), Eagle Point Credit (ECC), India Fund (IFN), and Crescent Capital BDC (CCAP). These companies are all part of the "financial services" industry.

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

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

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

abrdn Life Sciences Investors has a beta of 0.77, suggesting that its share price is 23% less volatile than the broader market. Comparatively, Special Opportunities Fund has a beta of 0.78, suggesting that its share price is 22% less volatile than the broader market.

abrdn Life Sciences Investors pays an annual dividend of $1.91 per share and has a dividend yield of 10.5%. Special Opportunities Fund pays an annual dividend of $1.53 per share and has a dividend yield of 10.7%.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
abrdn Life Sciences Investors	$86.39M	6.42	N/A	N/A	N/A
Special Opportunities Fund	$22.06M	6.87	N/A	N/A	N/A

32.2% of abrdn Life Sciences Investors shares are held by institutional investors. Comparatively, 35.6% of Special Opportunities Fund shares are held by institutional investors. 10.1% of abrdn Life Sciences Investors 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 stock is poised for long-term growth.

In the previous week, abrdn Life Sciences Investors had 2 more articles in the media than Special Opportunities Fund. MarketBeat recorded 4 mentions for abrdn Life Sciences Investors and 2 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 0.87 beat abrdn Life Sciences Investors' score of 0.50 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
abrdn Life Sciences Investors	0 Very Positive mention(s)	0 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Special Opportunities Fund	2 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 abrdn Life Sciences Investors on 5 of the 8 factors compared between the two stocks.

How does Special Opportunities Fund compare to Taiwan Fund?

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

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

Taiwan Fund has a beta of 1.42, suggesting that its share price is 42% more volatile than the broader market. Comparatively, Special Opportunities Fund has a beta of 0.78, suggesting that its share price is 22% less volatile than the broader market.

Taiwan Fund pays an annual dividend of $6.20 per share and has a dividend yield of 6.5%. Special Opportunities Fund pays an annual dividend of $1.53 per share and has a dividend yield of 10.7%.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Taiwan Fund	$234.70M	2.35	N/A	N/A	N/A
Special Opportunities Fund	$22.06M	6.87	N/A	N/A	N/A

35.6% of Special Opportunities Fund shares are held by institutional investors. 2.0% of Taiwan Fund 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 stock is poised for long-term growth.

In the previous week, Special Opportunities Fund had 1 more articles in the media than Taiwan Fund. MarketBeat recorded 2 mentions for Special Opportunities Fund and 1 mentions for Taiwan Fund. Special Opportunities Fund's average media sentiment score of 0.87 beat Taiwan Fund's score of -1.00 indicating that Special Opportunities Fund is being referred to more favorably in the news media.

Company	Overall Sentiment
Taiwan Fund	Negative
Special Opportunities Fund	Positive

Summary

Special Opportunities Fund beats Taiwan Fund on 5 of the 8 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 investment? We will contrast the two businesses based on the strength of their profitability, risk, earnings, valuation, analyst recommendations, media sentiment, dividends and institutional ownership.

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
Eagle Point Credit	12.33%	13.47%	8.14%
Special Opportunities Fund	N/A	N/A	N/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, large money managers and endowments believe a stock will outperform the market over the long term.

Eagle Point Credit has a beta of 0.35, meaning that its stock price is 65% less volatile than the broader market. Comparatively, Special Opportunities Fund has a beta of 0.78, meaning that its stock price is 22% less volatile than the broader market.

Eagle Point Credit presently has a consensus target price of $6.67, indicating a potential upside of 63.60%. Given Eagle Point Credit's stronger consensus rating and higher probable upside, equities analysts clearly 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)	3 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.50
Special Opportunities Fund	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Eagle Point Credit	-$125.96M	-4.28	-$115M	$0.19	21.45
Special Opportunities Fund	$22.06M	6.87	N/A	N/A	N/A

Eagle Point Credit pays an annual dividend of $1.44 per share and has a dividend yield of 35.3%. Special Opportunities Fund pays an annual dividend of $1.53 per share and has a dividend yield of 10.7%. Eagle Point Credit pays out 757.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, Eagle Point Credit had 4 more articles in the media than Special Opportunities Fund. MarketBeat recorded 6 mentions for Eagle Point Credit and 2 mentions for Special Opportunities Fund. Eagle Point Credit's average media sentiment score of 1.40 beat Special Opportunities Fund's score of 0.87 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	3 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	2 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

Eagle Point Credit beats Special Opportunities Fund on 9 of the 15 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 better investment? We will contrast the two businesses based on the strength of their profitability, risk, earnings, valuation, analyst recommendations, media sentiment, dividends and institutional ownership.

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, hedge funds and large money managers believe a stock will outperform the market over the long term.

India Fund has a beta of 0.71, suggesting that its share price is 29% less volatile than the broader market. Comparatively, Special Opportunities Fund has a beta of 0.78, suggesting that its share price is 22% 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	$22.06M	6.87	N/A	N/A	N/A

India Fund pays an annual dividend of $2.20 per share and has a dividend yield of 18.9%. Special Opportunities Fund pays an annual dividend of $1.53 per share and has a dividend yield of 10.7%.

In the previous week, India Fund had 1 more articles in the media than Special Opportunities Fund. MarketBeat recorded 3 mentions for India Fund and 2 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 0.87 beat India Fund's score of -0.33 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	2 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 5 of the 7 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 investment? We will compare the two companies based on the strength of their dividends, risk, profitability, earnings, analyst recommendations, media sentiment, institutional ownership and valuation.

In the previous week, Crescent Capital BDC had 10 more articles in the media than Special Opportunities Fund. MarketBeat recorded 12 mentions for Crescent Capital BDC and 2 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 0.87 beat Crescent Capital BDC's score of 0.84 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	2 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Crescent Capital BDC	1 Very Positive mention(s)	0 Positive mention(s)	4 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

Crescent Capital BDC has a consensus target price of $15.50, indicating a potential upside of 29.27%. 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	0 Sell rating(s)	2 Hold rating(s)	4 Buy rating(s)	1 Strong Buy rating(s)	2.86

Crescent Capital BDC has a net margin of 20.64% compared to Special Opportunities Fund's net margin of 0.00%. Crescent Capital BDC's return on equity of 9.32% 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
Crescent Capital BDC	20.64%	9.32%	4.07%

Special Opportunities Fund pays an annual dividend of $1.53 per share and has a dividend yield of 10.7%. Crescent Capital BDC pays an annual dividend of $1.68 per share and has a dividend yield of 14.0%. Crescent Capital BDC pays out 409.8% 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.

Special Opportunities Fund has a beta of 0.78, indicating that its stock price is 22% less volatile than the broader market. Comparatively, Crescent Capital BDC has a beta of 0.59, indicating that its stock price is 41% less volatile than the broader market.

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Special Opportunities Fund	$22.06M	6.87	N/A	N/A	N/A
Crescent Capital BDC	$47.42M	9.35	$34.51M	$0.41	29.24

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

Summary

Crescent Capital BDC beats Special Opportunities Fund on 14 of the 17 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	$151.64M	$4.60B	$13.47B	$23.00B
Dividend Yield	10.60%	7.23%	5.82%	4.07%
P/E Ratio	N/A	0.02	23.18	28.39
Price / Sales	6.87	48.50	170.03	39.98
Price / Cash	N/A	5.56	20.50	25.11
Price / Book	N/A	4.58	2.15	4.76
Net Income	N/A	$388.27M	$1.11B	$1.06B
7 Day Performance	-0.91%	0.19%	-0.67%	-0.76%
1 Month Performance	0.25%	0.72%	0.57%	1.73%
1 Year Performance	-5.90%	15.69%	11.19%	25.04%

Special Opportunities Fund Competitors List

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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	$14.28 -0.2%	N/A	-6.0%	$151.64M	$22.06M	N/A	N/A
HQL abrdn Life Sciences Investors	N/A	$18.14 +0.2%	N/A	+50.0%	$551.46M	N/A	N/A	N/A	Dividend Announcement
TWN Taiwan Fund	N/A	$94.94 +2.7%	N/A	+163.1%	$549.71M	N/A	N/A	N/A	Negative News Short Interest Increase
ECC Eagle Point Credit	4.6741 of 5 stars	$4.07 -0.3%	$6.67 +63.8%	-47.9%	$538.23M	$203.99M	21.43	N/A	Positive News Upcoming Earnings Dividend Announcement Ex-Dividend
IFN India Fund	N/A	$11.59 +0.7%	N/A	-28.5%	$494.34M	-$44.69M	N/A	21,000	Dividend Cut

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This page (NYSE:SPE) was last updated on 5/14/2026 by MarketBeat.com Staff.

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Special Opportunities Fund (SPE) Competitors

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

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

Summary

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 India Fund?

Summary

How does Special Opportunities Fund compare to Crescent Capital BDC?

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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Special Opportunities Fund (SPE) Competitors

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

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

Is HQL or SPE more profitable?

Which has more risk & volatility, HQL or SPE?

Is HQL or SPE a better dividend stock?

Which has stronger earnings and valuation, HQL or SPE?

Do institutionals & insiders have more ownership in HQL or SPE?

Does the media favor HQL or SPE?

Summary

How does Special Opportunities Fund compare to Taiwan Fund?

Is TWN or SPE more profitable?

Which has more risk & volatility, TWN or SPE?

Is TWN or SPE a better dividend stock?

Which has stronger earnings and valuation, TWN or SPE?

Do institutionals & insiders have more ownership in TWN or SPE?

Does the media favor TWN or SPE?

Summary

How does Special Opportunities Fund compare to Eagle Point Credit?

Is ECC or SPE more profitable?

Do institutionals & insiders have more ownership in ECC or SPE?

Which has more volatility & risk, ECC or SPE?

Do analysts rate ECC or SPE?

Which has higher earnings and valuation, ECC or SPE?

Is ECC or SPE a better dividend stock?

Does the media refer more to ECC or SPE?

Summary

How does Special Opportunities Fund compare to India Fund?

Is IFN or SPE more profitable?

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

Which has more risk and volatility, IFN or SPE?

Which has higher valuation & earnings, IFN or SPE?

Is IFN or SPE a better dividend stock?

Does the media favor IFN or SPE?

Summary

How does Special Opportunities Fund compare to Crescent Capital BDC?

Does the media prefer SPE or CCAP?

Do analysts rate SPE or CCAP?

Is SPE or CCAP more profitable?

Is SPE or CCAP a better dividend stock?

Which has more volatility and risk, SPE or CCAP?

Which has stronger earnings & valuation, SPE or CCAP?

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

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