BTO vs. IFN, PEO, VKQ, VGM, DSU, MUJ, MYD, VMO, VCV, and RMT
Should you be buying John Hancock Financial Opportunities Fund stock or one of its competitors? The main competitors of John Hancock Financial Opportunities Fund include The India Fund (IFN), Adams Natural Resources Fund (PEO), Invesco Municipal Trust (VKQ), Invesco Trust for Investment Grade Municipals (VGM), BlackRock Debt Strategies Fund (DSU), BlackRock MuniHoldings New Jersey Quality Fund (MUJ), BlackRock MuniYield Fund (MYD), Invesco Municipal Opportunity Trust (VMO), Invesco California Value Municipal Income Trust (VCV), and Royce Micro-Cap Trust (RMT). These companies are all part of the "investment offices, not elsewhere classified" industry.
The India Fund (NYSE:IFN) and John Hancock Financial Opportunities Fund (NYSE:BTO) are both small-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their earnings, media sentiment, valuation, profitability, analyst recommendations, community ranking, institutional ownership, risk and dividends.
John Hancock Financial Opportunities Fund received 12 more outperform votes than The India Fund when rated by MarketBeat users. Likewise, 70.14% of users gave John Hancock Financial Opportunities Fund an outperform vote while only 67.14% of users gave The India Fund an outperform vote.
10.8% of The India Fund shares are owned by institutional investors. Comparatively, 19.6% of John Hancock Financial Opportunities Fund shares are owned by institutional investors. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.
In the previous week, The India Fund had 1 more articles in the media than John Hancock Financial Opportunities Fund. MarketBeat recorded 2 mentions for The India Fund and 1 mentions for John Hancock Financial Opportunities Fund. The India Fund's average media sentiment score of 1.50 beat John Hancock Financial Opportunities Fund's score of 0.34 indicating that John Hancock Financial Opportunities Fund is being referred to more favorably in the news media.
The India Fund has a beta of 0.79, indicating that its stock price is 21% less volatile than the S&P 500. Comparatively, John Hancock Financial Opportunities Fund has a beta of 1.4, indicating that its stock price is 40% more volatile than the S&P 500.
The India Fund pays an annual dividend of $1.64 per share and has a dividend yield of 9.3%. John Hancock Financial Opportunities Fund pays an annual dividend of $2.60 per share and has a dividend yield of 9.1%.
Summary
John Hancock Financial Opportunities Fund beats The India Fund on 5 of the 7 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding BTO and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartThis 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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