Free Trial

The Herzfeld Caribbean Basin Fund (CUBA) Competitors

The Herzfeld Caribbean Basin Fund logo
$2.45 -0.24 (-8.92%)
Closing price 05/23/2025 03:58 PM Eastern
Extended Trading
$2.44 -0.02 (-0.61%)
As of 05/23/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

CUBA vs. NXN, GCV, CEV, VLT, EEA, CXH, JMM, RAND, LRFC, and MXE

Should you be buying The Herzfeld Caribbean Basin Fund stock or one of its competitors? The main competitors of The Herzfeld Caribbean Basin Fund include Nuveen New York Select Tax-Free Income Portfolio (NXN), The Gabelli Convertible and Income Securities Fund (GCV), Eaton Vance California Municipal Income Trust (CEV), Invesco High Income Trust II (VLT), The European Equity Fund (EEA), MFS Investment Grade Municipal Trust (CXH), Nuveen Multi-Market Income Fund (JMM), Rand Capital (RAND), Logan Ridge Finance (LRFC), and Mexico Equity & Income Fund (MXE). These companies are all part of the "financial services" industry.

The Herzfeld Caribbean Basin Fund vs.

Nuveen New York Select Tax-Free Income Portfolio (NYSE:NXN) and The Herzfeld Caribbean Basin Fund (NASDAQ:CUBA) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their analyst recommendations, risk, community ranking, valuation, profitability, earnings, institutional ownership, dividends and media sentiment.

15.7% of The Herzfeld Caribbean Basin Fund shares are owned by institutional investors. 28.8% of The Herzfeld Caribbean Basin Fund shares are owned 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.

Nuveen New York Select Tax-Free Income Portfolio has a beta of 0.32, meaning that its stock price is 68% less volatile than the S&P 500. Comparatively, The Herzfeld Caribbean Basin Fund has a beta of 0.9, meaning that its stock price is 10% less volatile than the S&P 500.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Nuveen New York Select Tax-Free Income Portfolio$1.68M43.68N/AN/AN/A
The Herzfeld Caribbean Basin Fund$3.99M9.65N/AN/AN/A

The Herzfeld Caribbean Basin Fund received 14 more outperform votes than Nuveen New York Select Tax-Free Income Portfolio when rated by MarketBeat users. Likewise, 73.64% of users gave The Herzfeld Caribbean Basin Fund an outperform vote while only 59.12% of users gave Nuveen New York Select Tax-Free Income Portfolio an outperform vote.

CompanyUnderperformOutperform
Nuveen New York Select Tax-Free Income PortfolioOutperform Votes
81
59.12%
Underperform Votes
56
40.88%
The Herzfeld Caribbean Basin FundOutperform Votes
95
73.64%
Underperform Votes
34
26.36%

Nuveen New York Select Tax-Free Income Portfolio pays an annual dividend of $0.50 per share and has a dividend yield of 4.3%. The Herzfeld Caribbean Basin Fund pays an annual dividend of $0.60 per share and has a dividend yield of 24.5%.

Company Net Margins Return on Equity Return on Assets
Nuveen New York Select Tax-Free Income PortfolioN/A N/A N/A
The Herzfeld Caribbean Basin Fund N/A N/A N/A

In the previous week, Nuveen New York Select Tax-Free Income Portfolio's average media sentiment score of 0.00 equaled The Herzfeld Caribbean Basin Fund'saverage media sentiment score.

Summary

The Herzfeld Caribbean Basin Fund beats Nuveen New York Select Tax-Free Income Portfolio on 7 of the 8 factors compared between the two stocks.

Get The Herzfeld Caribbean Basin Fund News Delivered to You Automatically

Sign up to receive the latest news and ratings for CUBA and its competitors with MarketBeat's FREE daily newsletter.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ 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.
Skip Chart

CUBA vs. The Competition

MetricThe Herzfeld Caribbean Basin FundInvestment offices IndustryFinance SectorNASDAQ Exchange
Market Cap$38.52M$6.89B$11.49B$8.31B
Dividend Yield14.10%6.79%5.45%4.10%
P/E RatioN/A3.5722.2219.60
Price / Sales9.6521.8527.41117.92
Price / CashN/A7.5117.6234.62
Price / BookN/A0.892.764.50
Net IncomeN/A$66.51M$1.04B$248.40M
7 Day Performance-6.13%-0.89%-1.38%-1.00%
1 Month Performance0.82%2.87%4.27%10.72%
1 Year Performance0.41%0.99%538.44%9.00%

The Herzfeld Caribbean Basin Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CUBA
The Herzfeld Caribbean Basin Fund
N/A$2.45
-8.9%
N/A+0.4%$38.52M$3.99M0.00N/AGap Down
NXN
Nuveen New York Select Tax-Free Income Portfolio
N/A$11.64
+0.2%
N/A-0.8%$74.05M$1.68M0.00N/A
GCV
The Gabelli Convertible and Income Securities Fund
N/A$3.70
+0.3%
N/A+0.3%$73.28M$8.06M0.00N/ANews Coverage
Positive News
Dividend Announcement
CEV
Eaton Vance California Municipal Income Trust
N/A$9.79
+0.1%
N/A-10.8%$68.86M$5.92M0.00N/APositive News
VLT
Invesco High Income Trust II
N/A$10.53
-0.3%
N/A-0.5%$68.42M$7.72M0.00N/A
EEA
The European Equity Fund
N/A$9.81
+0.9%
N/A+7.8%$65.73M$-1,361,665.000.0014,000Dividend Cut
High Trading Volume
CXH
MFS Investment Grade Municipal Trust
N/A$7.62
-0.7%
N/A+1.7%$62.48M$7.33M0.00147,000
JMM
Nuveen Multi-Market Income Fund
N/A$6.18
-0.5%
N/A+4.0%$58.48M$3.08M0.00N/A
RAND
Rand Capital
1.1842 of 5 stars
$17.23
+2.7%
N/A+9.4%$51.17M$9.61M3.465Gap Down
LRFC
Logan Ridge Finance
N/A$17.75
-1.9%
N/A-21.2%$47.14M$-1,946,000.00-14.091
MXE
Mexico Equity & Income Fund
N/A$10.00
+2.2%
N/A-9.6%$44M$-14,921,452.000.00N/A

Related Companies and Tools


This page (NASDAQ:CUBA) was last updated on 5/24/2025 by MarketBeat.com Staff
From Our Partners