BCAT
Price
$15.05
Change
+$0.03 (+0.20%)
Updated
Sep 5 closing price
Net Assets
1.62B
SPE
Price
$15.72
Change
+$0.01 (+0.06%)
Updated
Sep 5 closing price
Net Assets
183.65M
Interact to see
Advertisement

BCAT vs SPE

Header iconBCAT vs SPE Comparison
Open Charts BCAT vs SPEBanner chart's image
BlackRock Capital Allocation Term Trust
Price$15.05
Change+$0.03 (+0.20%)
Volume$377.05K
Net Assets1.62B
Special Opportunities Fund
Price$15.72
Change+$0.01 (+0.06%)
Volume$39.81K
Net Assets183.65M
BCAT vs SPE Comparison Chart in %
Loading...
BCAT
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SPE
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
BCAT vs. SPE commentary
Sep 08, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BCAT is a Hold and SPE is a Buy.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
BCAT has more net assets: 1.62B vs. SPE (184M). BCAT has a higher annual dividend yield than SPE: BCAT (15.424) vs SPE (13.941). BCAT was incepted earlier than SPE: BCAT (5 years) vs SPE (32 years). SPE (1.57) has a lower expense ratio than BCAT (1.99). BCAT has a higher turnover SPE (66.00) vs SPE (66.00).
BCATSPEBCAT / SPE
Gain YTD15.42413.941111%
Net Assets1.62B184M883%
Total Expense Ratio1.991.57127%
Turnover257.0066.00389%
Yield2.983.6681%
Fund Existence5 years32 years-
TECHNICAL ANALYSIS
Technical Analysis
BCATSPE
RSI
ODDS (%)
Bearish Trend 4 days ago
76%
Bearish Trend 4 days ago
73%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
80%
Bearish Trend 4 days ago
55%
Momentum
ODDS (%)
Bullish Trend 4 days ago
83%
Bullish Trend 4 days ago
89%
MACD
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
86%
Bullish Trend 4 days ago
89%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
86%
Bullish Trend 4 days ago
89%
Advances
ODDS (%)
Bullish Trend 11 days ago
85%
Bullish Trend 4 days ago
89%
Declines
ODDS (%)
Bearish Trend 19 days ago
77%
Bearish Trend 6 days ago
73%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
77%
Bearish Trend 4 days ago
71%
Aroon
ODDS (%)
Bullish Trend 4 days ago
89%
Bullish Trend 4 days ago
90%
View a ticker or compare two or three
Interact to see
Advertisement
BCAT
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SPE
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CSRIX49.460.47
+0.96%
Cohen & Steers Instl Realty Shares
LMGCX16.670.05
+0.30%
Lord Abbett Growth Opportunities C
ARIHX8.30N/A
N/A
Aristotle Small/Mid Cap Equity I
ARIGX17.03-0.01
-0.06%
Aristotle Growth Equity I
JGIRX94.81-0.23
-0.24%
JPMorgan U.S. GARP Equity R5

SPE and

Correlation & Price change

A.I.dvisor indicates that over the last year, SPE has been loosely correlated with TPL. These tickers have moved in lockstep 43% of the time. This A.I.-generated data suggests there is some statistical probability that if SPE jumps, then TPL could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SPE
1D Price
Change %
SPE100%
+0.06%
TPL - SPE
43%
Loosely correlated
-4.28%