SPE vs. PIM, NAZ, NNY, GGT, MPA, KF, JHI, MPV, PCF, and CXE
Should you be buying Special Opportunities Fund stock or one of its competitors? The main competitors of Special Opportunities Fund include Putnam Master Intermediate Income Trust (PIM), Nuveen Arizona Quality Municipal Income Fund (NAZ), Nuveen New York Municipal Value Fund (NNY), The Gabelli Multimedia Trust (GGT), BlackRock MuniYield Pennsylvania Quality Fund (MPA), The Korea Fund (KF), John Hancock Investors Trust (JHI), Barings Participation Investors (MPV), High Income Securities Fund (PCF), and MFS High Income Municipal Trust (CXE). These companies are all part of the "investment offices, not elsewhere classified" industry.
Putnam Master Intermediate Income Trust (NYSE:PIM) and Special Opportunities Fund (NYSE:SPE) are both small-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their dividends, media sentiment, earnings, profitability, valuation, community ranking, analyst recommendations, institutional ownership and risk.
Putnam Master Intermediate Income Trust pays an annual dividend of $0.26 per share and has a dividend yield of 8.1%. Special Opportunities Fund pays an annual dividend of $1.08 per share and has a dividend yield of 8.3%. Special Opportunities Fund has increased its dividend for 1 consecutive years. Special Opportunities Fund is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
In the previous week, Special Opportunities Fund had 5 more articles in the media than Putnam Master Intermediate Income Trust. MarketBeat recorded 5 mentions for Special Opportunities Fund and 0 mentions for Putnam Master Intermediate Income Trust. Putnam Master Intermediate Income Trust's average media sentiment score of 0.54 beat Special Opportunities Fund's score of 0.00 indicating that Special Opportunities Fund is being referred to more favorably in the news media.
Special Opportunities Fund received 135 more outperform votes than Putnam Master Intermediate Income Trust when rated by MarketBeat users. However, 68.18% of users gave Putnam Master Intermediate Income Trust an outperform vote while only 66.67% of users gave Special Opportunities Fund an outperform vote.
Putnam Master Intermediate Income Trust has a beta of 0.36, indicating that its stock price is 64% less volatile than the S&P 500. Comparatively, Special Opportunities Fund has a beta of 1.01, indicating that its stock price is 1% more volatile than the S&P 500.
55.1% of Putnam Master Intermediate Income Trust shares are held by institutional investors. Comparatively, 35.6% of Special Opportunities Fund shares are held by institutional investors. 0.0% of Putnam Master Intermediate Income Trust shares are held by company insiders. Comparatively, 22.4% of Special Opportunities Fund shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.
Summary
Special Opportunities Fund beats Putnam Master Intermediate Income Trust on 7 of the 10 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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