BCAT
Price
$14.97
Change
+$0.04 (+0.27%)
Updated
Aug 29, 03:49 PM (EDT)
Net Assets
1.61B
SPE
Price
$15.69
Change
+$0.07 (+0.45%)
Updated
Aug 29, 04:05 PM (EDT)
Net Assets
182.59M
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BCAT vs SPE

Header iconBCAT vs SPE Comparison
Open Charts BCAT vs SPEBanner chart's image
BlackRock Capital Allocation Term Trust
Price$14.97
Change+$0.04 (+0.27%)
Volume$100
Net Assets1.61B
Special Opportunities Fund
Price$15.69
Change+$0.07 (+0.45%)
Volume$3.19K
Net Assets182.59M
BCAT vs SPE Comparison Chart in %
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BCAT
Daily Signalchanged days ago
Gain/Loss if bought
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SPE
Daily Signalchanged days ago
Gain/Loss if bought
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VS
BCAT vs. SPE commentary
Aug 29, 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 StrongBuy and SPE is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
BCAT has more net assets: 1.61B vs. SPE (183M). BCAT has a higher annual dividend yield than SPE: BCAT (14.580) vs SPE (13.181). 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 YTD14.58013.181111%
Net Assets1.61B183M879%
Total Expense Ratio1.991.57127%
Turnover257.0066.00389%
Yield3.173.6387%
Fund Existence5 years32 years-
TECHNICAL ANALYSIS
Technical Analysis
BCATSPE
RSI
ODDS (%)
Bearish Trend 2 days ago
86%
Bearish Trend 2 days ago
69%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
66%
Momentum
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bearish Trend 2 days ago
86%
Bullish Trend 2 days ago
89%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
85%
Bullish Trend 2 days ago
88%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
87%
Advances
ODDS (%)
Bullish Trend 17 days ago
84%
Bullish Trend 17 days ago
87%
Declines
ODDS (%)
Bearish Trend 9 days ago
79%
Bearish Trend 9 days ago
74%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
86%
Bearish Trend 2 days ago
74%
Aroon
ODDS (%)
Bullish Trend 2 days ago
84%
Bullish Trend 2 days ago
87%
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BCAT
Daily Signalchanged days ago
Gain/Loss if bought
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SPE
Daily Signalchanged days ago
Gain/Loss if bought
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BCAT and

Correlation & Price change

A.I.dvisor tells us that BCAT and MSFT have been poorly correlated (+10% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that BCAT and MSFT's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BCAT
1D Price
Change %
BCAT100%
+1.01%
MSFT - BCAT
10%
Poorly correlated
+0.57%
AMZN - BCAT
3%
Poorly correlated
+1.08%
MA - BCAT
2%
Poorly correlated
-0.03%
ASML - BCAT
2%
Poorly correlated
-0.85%
GOOG - BCAT
2%
Poorly correlated
+2.00%

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%
+0.35%
TPL - SPE
43%
Loosely correlated
+1.45%
CION - SPE
-5%
Poorly correlated
-0.46%