John Hancock Financial Opportunities Fund (BTO) Competitors

$28.68
-0.12 (-0.42%)
(As of 05/10/2024 ET)

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.

John Hancock Financial Opportunities Fund vs.

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The India FundN/AN/AN/AN/AN/A
John Hancock Financial Opportunities FundN/AN/AN/AN/AN/A

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The India Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
John Hancock Financial Opportunities Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Company Net Margins Return on Equity Return on Assets
The India FundN/A N/A N/A
John Hancock Financial Opportunities Fund N/A N/A N/A

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.

CompanyUnderperformOutperform
The India FundOutperform Votes
143
67.14%
Underperform Votes
70
32.86%
John Hancock Financial Opportunities FundOutperform Votes
155
70.14%
Underperform Votes
66
29.86%

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.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
The India Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
John Hancock Financial Opportunities Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

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.

New MarketBeat Followers Over Time

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.
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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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BTO vs. The Competition

MetricJohn Hancock Financial Opportunities FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$566.38M$7.08B$9.31B$17.70B
Dividend Yield9.04%6.30%6.43%3.50%
P/E RatioN/A0.5849.2922.15
Price / SalesN/A15.023,548.0010.04
Price / CashN/A7.8328.0918.18
Price / BookN/A1.023.275.63
Net IncomeN/A$73.96M$1.00B$967.12M
7 Day Performance1.34%1.01%1.02%1.48%
1 Month Performance5.02%1.41%1.82%0.93%
1 Year Performance24.53%6.03%18.61%112.99%

John Hancock Financial Opportunities Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IFN
The India Fund
0 of 5 stars
$17.84
-1.1%
N/A+10.1%$554.11MN/A0.00N/AShort Interest ↑
PEO
Adams Natural Resources Fund
0 of 5 stars
$23.30
+0.2%
N/A+19.3%$594.38MN/A0.00N/APositive News
VKQ
Invesco Municipal Trust
0 of 5 stars
$9.62
+1.3%
N/A+1.3%$525.13MN/A0.00147,000Short Interest ↑
News Coverage
Positive News
VGM
Invesco Trust for Investment Grade Municipals
0 of 5 stars
$9.79
+1.0%
N/A+0.9%$522.80MN/A0.00147,000Short Interest ↑
DSU
BlackRock Debt Strategies Fund
0 of 5 stars
$10.96
+0.8%
N/A+13.3%$510.85MN/A0.00N/AShort Interest ↓
News Coverage
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
0 of 5 stars
$11.41
+0.8%
N/A+0.4%$616.03MN/A0.00N/AShort Interest ↓
MYD
BlackRock MuniYield Fund
0 of 5 stars
$10.85
+0.8%
N/A+3.1%$506.26MN/A0.00147,000Short Interest ↓
VMO
Invesco Municipal Opportunity Trust
0 of 5 stars
$9.57
+1.3%
N/A+1.1%$635.29MN/A0.00N/AShort Interest ↓
Positive News
VCV
Invesco California Value Municipal Income Trust
0 of 5 stars
$9.80
+1.1%
N/A+1.0%$462.62MN/A0.00N/APositive News
RMT
Royce Micro-Cap Trust
0 of 5 stars
$9.39
+0.8%
N/A+16.7%$456.73MN/A0.00N/AShort Interest ↓
Positive News

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This page (NYSE:BTO) was last updated on 5/11/2024 by MarketBeat.com Staff

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