John Hancock Financial Opportunities Fund (NYSE:BTO – Get Free Report) and The Gabelli Convertible and Income Securities Fund (NYSE:GCV – Get Free Report) are both small-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their profitability, valuation, institutional ownership, dividends, risk, analyst recommendations and earnings.
Dividends
John Hancock Financial Opportunities Fund pays an annual dividend of $2.60 per share and has a dividend yield of 7.1%. The Gabelli Convertible and Income Securities Fund pays an annual dividend of $0.48 per share and has a dividend yield of 12.4%.
Institutional & Insider Ownership
19.6% of John Hancock Financial Opportunities Fund shares are held by institutional investors. Comparatively, 23.4% of The Gabelli Convertible and Income Securities Fund shares are held by institutional investors. 0.7% of The Gabelli Convertible and Income Securities Fund shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.
Analyst Ratings
Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
John Hancock Financial Opportunities Fund | 0 | 0 | 0 | 1 | 4.00 |
The Gabelli Convertible and Income Securities Fund | 0 | 0 | 0 | 0 | 0.00 |
Profitability
This table compares John Hancock Financial Opportunities Fund and The Gabelli Convertible and Income Securities Fund’s net margins, return on equity and return on assets.
Net Margins | Return on Equity | Return on Assets | |
John Hancock Financial Opportunities Fund | N/A | N/A | N/A |
The Gabelli Convertible and Income Securities Fund | N/A | N/A | N/A |
Risk and Volatility
John Hancock Financial Opportunities Fund has a beta of 1.4, meaning that its stock price is 40% more volatile than the S&P 500. Comparatively, The Gabelli Convertible and Income Securities Fund has a beta of 0.88, meaning that its stock price is 12% less volatile than the S&P 500.
Earnings & Valuation
This table compares John Hancock Financial Opportunities Fund and The Gabelli Convertible and Income Securities Fund”s gross revenue, earnings per share and valuation.
Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
John Hancock Financial Opportunities Fund | N/A | N/A | N/A | N/A | N/A |
The Gabelli Convertible and Income Securities Fund | N/A | N/A | N/A | N/A | N/A |
About John Hancock Financial Opportunities Fund
John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the public equity markets across the globe. It seeks to invest in the stocks of companies operating across the financial services sector. The fund invests in companies across all market capitalizations. It benchmarks the performance of its portfolio against the S&P Composite 1500 Banks Index. The fund was formerly known as John Hancock Bank and Thrift Opportunity Fund. John Hancock Financial Opportunities Fund was formed on August 23, 1994 and is domiciled in the United States.
About The Gabelli Convertible and Income Securities Fund
The Gabelli Convertible and Income Securities Fund Inc. is a closed-ended balanced mutual fund launched by GAMCO Investors, Inc. The fund is managed by Gabelli Funds, LLC. It invests in public equity and fixed income markets. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in convertible securities and other debt and equity securities. The fund benchmarks the performance of its portfolio against the Standard & Poor’s 500 Index, Barclays Government/Credit Bond Index, and Lipper Convertible Securities Fund Average. It was formerly known as Gabelli Convertible Securities Fund Inc. The Gabelli Convertible and Income Securities Fund Inc. was formed on December 19, 1988 and is domiciled in the United States.
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