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Special Opportunities Fund (SPE) Competitors

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$12.16 -0.08 (-0.69%)
Closing price 11/12/2026 03:56 PM Eastern
Extended Trading
$12.26 +0.10 (+0.86%)
As of 11/12/2026 04:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

SPE vs. MMU, BTGO, VGM, VKQ, and OXLC

Should you buy Special Opportunities Fund stock or one of its competitors? Special Opportunities Fund's main competitors and comparable companies include Western Asset Managed Municipals Fund (MMU), BTGO (BTGO), Inv Vk Tr Inv (VGM), Inv Vk Mun Tr (VKQ), and Oxford Lane Capital (OXLC). 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 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 stock? We will compare the two businesses based on the strength of their institutional ownership, earnings, risk, media sentiment, profitability, dividends, analyst recommendations and valuation.

Special Opportunities Fund has a beta of 0.81, indicating that its stock price is 19% less volatile than the broader market. Comparatively, Western Asset Managed Municipals Fund has a beta of 0.56, indicating that its stock price is 44% less volatile than the broader market.

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 company 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 pays an annual dividend of $1.52 per share and has a dividend yield of 12.5%. Western Asset Managed Municipals Fund pays an annual dividend of $0.11 per share and has a dividend yield of 1.2%.

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, Special Opportunities Fund had 1 more articles in the media than Western Asset Managed Municipals Fund. MarketBeat recorded 1 mentions for Special Opportunities Fund and 0 mentions for Western Asset Managed Municipals Fund. Special Opportunities Fund's average media sentiment score of 1.00 beat Western Asset Managed Municipals 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
Western Asset Managed Municipals Fund Neutral

Summary

Special Opportunities Fund beats Western Asset Managed Municipals Fund on 6 of the 6 factors compared between the two stocks.

How does Special Opportunities Fund compare to BitGo?

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

In the previous week, BitGo had 25 more articles in the media than Special Opportunities Fund. MarketBeat recorded 26 mentions for BitGo and 1 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 1.00 beat BitGo's score of 0.23 indicating that Special Opportunities Fund is being referred to more favorably in the news media.

Company Overall Sentiment
BitGo Neutral
Special Opportunities Fund 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. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

BitGo presently has a consensus price target of $12.05, suggesting a potential upside of 192.72%. Given BitGo's stronger consensus rating and higher probable upside, analysts clearly believe BitGo is more favorable than Special Opportunities Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
BitGo
1 Sell rating(s)
3 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.73
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 a net margin of 0.00% compared to BitGo's net margin of -0.50%. Special Opportunities Fund's return on equity of 0.00% beat BitGo's return on equity.

Company Net Margins Return on Equity Return on Assets
BitGo-0.50% -568.47% -2.01%
Special Opportunities Fund N/A N/A N/A

Special Opportunities Fund has lower revenue, but higher earnings than BitGo.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BitGo$16.15B0.03-$14.78M-$1.45N/A
Special Opportunities FundN/AN/AN/AN/AN/A

Summary

BitGo and Special Opportunities Fund tied by winning 6 of the 12 factors compared between the two stocks.

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

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

38.1% of Inv Vk Tr Inv shares are owned by institutional investors. Comparatively, 35.6% of Special Opportunities Fund shares are owned by institutional investors. 1.0% of Inv Vk Tr Inv 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 company will outperform the market over the long term.

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

Inv Vk Tr Inv has a beta of 0.71, indicating that its stock price is 29% less volatile than the broader market. Comparatively, Special Opportunities Fund has a beta of 0.81, indicating that its stock price is 19% less volatile than the broader market.

Inv Vk Tr Inv pays an annual dividend of $0.26 per share and has a dividend yield of 2.9%. Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 12.5%.

In the previous week, Special Opportunities Fund had 1 more articles in the media than Inv Vk Tr Inv. MarketBeat recorded 1 mentions for Special Opportunities Fund and 0 mentions for Inv Vk Tr Inv. Special Opportunities Fund's average media sentiment score of 1.00 beat Inv Vk Tr Inv's score of 0.00 indicating that Special Opportunities Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Inv Vk Tr Inv Neutral
Special Opportunities Fund Positive

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

Summary

Special Opportunities Fund beats Inv Vk Tr Inv on 5 of the 6 factors compared between the two stocks.

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

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

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

Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 12.5%. Inv Vk Mun Tr pays an annual dividend of $0.19 per share and has a dividend yield of 2.1%.

Special Opportunities Fund has a beta of 0.81, meaning that its share price is 19% less volatile than the broader market. Comparatively, Inv Vk Mun Tr has a beta of 0.67, meaning that its share price is 33% less volatile than the broader market.

35.6% of Special Opportunities Fund shares are owned by institutional investors. Comparatively, 32.0% of Inv Vk Mun Tr shares are owned by institutional investors. 1.1% of Special Opportunities Fund shares are owned by insiders. Comparatively, 5.4% of Inv Vk Mun Tr shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

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

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 1.00 beat Inv Vk Mun Tr'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
Inv Vk Mun Tr Neutral

Summary

Special Opportunities Fund beats Inv Vk Mun Tr on 4 of the 5 factors compared between the two stocks.

How does Special Opportunities Fund compare to Oxford Lane Capital?

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

Oxford Lane Capital has a beta of 0.68, suggesting that its share price is 32% less volatile than the broader market. Comparatively, Special Opportunities Fund has a beta of 0.81, suggesting that its share price is 19% less volatile than the broader market.

In the previous week, Oxford Lane Capital had 4 more articles in the media than Special Opportunities Fund. MarketBeat recorded 5 mentions for Oxford Lane Capital and 1 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 1.00 beat Oxford Lane Capital's score of -0.14 indicating that Special Opportunities Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Oxford Lane Capital Neutral
Special Opportunities Fund Positive

Oxford Lane Capital pays an annual dividend of $3.20 per share and has a dividend yield of 63.6%. Special Opportunities Fund pays an annual dividend of $1.52 per share and has a dividend yield of 12.5%. Oxford Lane Capital pays out 47.1% of its earnings in the form of a dividend.

Oxford Lane Capital has higher earnings, but lower revenue than Special Opportunities Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Oxford Lane Capital-$542.87M-0.91$666.60M$6.800.74
Special Opportunities FundN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
Oxford Lane CapitalN/A N/A N/A
Special Opportunities Fund N/A N/A N/A

6.7% of Oxford Lane Capital shares are held by institutional investors. Comparatively, 35.6% of Special Opportunities Fund shares are held by institutional investors. 3.2% of Oxford Lane Capital 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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Summary

Special Opportunities Fund beats Oxford Lane Capital on 5 of the 8 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$130.03M$5.42B$14.16B$23.66B
Dividend Yield12.42%5.53%4.88%3.74%
P/E RatioN/A22.4819.3325.70
Price / SalesN/A7.644.853.33
Price / CashN/A29.7220.3215.68
Price / BookN/A1.801.813.73
Net IncomeN/A$419.50M$1.32B$1.08B
7 Day Performance1.13%0.42%0.21%0.82%
1 Month Performance-3.14%-1.67%-0.51%-0.13%
1 Year Performance-20.19%-1.69%4.81%6.94%

Special Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SPE
Special Opportunities Fund
N/A$12.16
-0.7%
N/A-21.2%$130.03MN/AN/AN/A
MMU
Western Asset Managed Municipals Fund
N/A$9.43
-0.1%
N/A-10.5%$515.06M$62.79MN/A147,000
BTGO
BTGO
3.2923 of 5 stars
$4.38
+2.5%
$12.05
+175.3%
N/A$514.28M$16.15BN/A603
VGM
Inv Vk Tr Inv
N/A$9.30
+0.2%
N/A-11.1%$504.09M$41.53MN/A147,000
VKQ
Inv Vk Mun Tr
N/A$9.10
+0.7%
N/A-8.0%$503.32MN/AN/A147,000

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This page (NYSE:SPE) was last updated on 11/13/2026 by MarketBeat.com Staff.
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