SPE vs. IFN, VKQ, VGM, DSU, MYD, VCV, RMT, MVF, BBH, and NQP
Should you be buying Special Opportunities Fund stock or one of its competitors? The main competitors of Special Opportunities Fund include The India Fund (IFN), Invesco Municipal Trust (VKQ), Invesco Trust for Investment Grade Municipals (VGM), BlackRock Debt Strategies Fund (DSU), BlackRock MuniYield Fund (MYD), Invesco California Value Municipal Income Trust (VCV), Royce Micro-Cap Trust (RMT), BlackRock MuniVest Fund (MVF), VanEck Biotech ETF (BBH), and Nuveen Pennsylvania Quality Municipal Income Fund (NQP). These companies are all part of the "investment offices, not elsewhere classified" industry.
Special Opportunities Fund (NYSE:SPE) and The India Fund (NYSE:IFN) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their risk, earnings, media sentiment, analyst recommendations, dividends, valuation, profitability, institutional ownership and community ranking.
35.6% of Special Opportunities Fund shares are held by institutional investors. Comparatively, 10.8% of The India Fund shares are held by institutional investors. 49.3% of Special Opportunities Fund shares are held 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.
Special Opportunities Fund received 7 more outperform votes than The India Fund when rated by MarketBeat users. However, 67.14% of users gave The India Fund an outperform vote while only 66.67% of users gave Special Opportunities Fund an outperform vote.
Special Opportunities Fund has a beta of 1.01, meaning that its stock price is 1% more volatile than the S&P 500. Comparatively, The India Fund has a beta of 0.79, meaning that its stock price is 21% less volatile than the S&P 500.
Special Opportunities Fund pays an annual dividend of $1.08 per share and has a dividend yield of 8.4%. The India Fund pays an annual dividend of $1.70 per share and has a dividend yield of 9.8%.
In the previous week, The India Fund had 2 more articles in the media than Special Opportunities Fund. MarketBeat recorded 5 mentions for The India Fund and 3 mentions for Special Opportunities Fund. Special Opportunities Fund's average media sentiment score of 0.96 beat The India Fund's score of 0.47 indicating that Special Opportunities Fund is being referred to more favorably in the media.
Summary
Special Opportunities Fund beats The India Fund on 5 of the 8 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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