The Herzfeld Caribbean Basin Fund (CUBA) Competitors $2.49 +0.03 (+1.22%) Closing price 06/13/2025 03:59 PM EasternExtended Trading$2.50 +0.00 (+0.20%) As of 06/13/2025 05:23 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. Add Compare Share Share Competitors Stock AnalysisChartCompetitorsDividendHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock CUBA vs. BANX, JHS, ECF, NAZ, GGT, CXE, GECC, KF, PFO, and JHIShould you be buying The Herzfeld Caribbean Basin Fund stock or one of its competitors? The main competitors of The Herzfeld Caribbean Basin Fund include ArrowMark Financial (BANX), John Hancock Income Securities Trust (JHS), Ellsworth Growth and Income Fund (ECF), Nuveen Arizona Quality Municipal Income Fund (NAZ), The Gabelli Multimedia Trust (GGT), MFS High Income Municipal Trust (CXE), Great Elm Capital (GECC), The Korea Fund (KF), Flaherty & Crumrine Preferred Income Opportunity Fund (PFO), and John Hancock Investors Trust (JHI). These companies are all part of the "financial services" industry. The Herzfeld Caribbean Basin Fund vs. Its Competitors ArrowMark Financial John Hancock Income Securities Trust Ellsworth Growth and Income Fund Nuveen Arizona Quality Municipal Income Fund The Gabelli Multimedia Trust MFS High Income Municipal Trust Great Elm Capital The Korea Fund Flaherty & Crumrine Preferred Income Opportunity Fund John Hancock Investors Trust The Herzfeld Caribbean Basin Fund (NASDAQ:CUBA) and ArrowMark Financial (NASDAQ:BANX) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their community ranking, dividends, earnings, risk, profitability, media sentiment, analyst recommendations, institutional ownership and valuation. Does the MarketBeat Community believe in CUBA or BANX? ArrowMark Financial received 163 more outperform votes than The Herzfeld Caribbean Basin Fund when rated by MarketBeat users. However, 73.64% of users gave The Herzfeld Caribbean Basin Fund an outperform vote while only 72.27% of users gave ArrowMark Financial an outperform vote. CompanyUnderperformOutperformThe Herzfeld Caribbean Basin FundOutperform Votes9573.64% Underperform Votes3426.36% ArrowMark FinancialOutperform Votes25872.27% Underperform Votes9927.73% Does the media favor CUBA or BANX? In the previous week, ArrowMark Financial had 2 more articles in the media than The Herzfeld Caribbean Basin Fund. MarketBeat recorded 4 mentions for ArrowMark Financial and 2 mentions for The Herzfeld Caribbean Basin Fund. The Herzfeld Caribbean Basin Fund's average media sentiment score of 1.43 beat ArrowMark Financial's score of 1.26 indicating that The Herzfeld Caribbean Basin Fund is being referred to more favorably in the media. Company Overall Sentiment The Herzfeld Caribbean Basin Fund Positive ArrowMark Financial Positive Which has more volatility & risk, CUBA or BANX? The Herzfeld Caribbean Basin Fund has a beta of 0.9, indicating that its share price is 10% less volatile than the S&P 500. Comparatively, ArrowMark Financial has a beta of 0.27, indicating that its share price is 73% less volatile than the S&P 500. Is CUBA or BANX a better dividend stock? The Herzfeld Caribbean Basin Fund pays an annual dividend of $0.46 per share and has a dividend yield of 18.5%. ArrowMark Financial pays an annual dividend of $1.80 per share and has a dividend yield of 8.9%. Is CUBA or BANX more profitable? Company Net Margins Return on Equity Return on Assets The Herzfeld Caribbean Basin FundN/A N/A N/A ArrowMark Financial N/A N/A N/A Which has stronger earnings and valuation, CUBA or BANX? CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioThe Herzfeld Caribbean Basin Fund$3.99M9.81N/AN/AN/AArrowMark Financial$19.65M7.35N/AN/AN/A Do insiders & institutionals believe in CUBA or BANX? 15.7% of The Herzfeld Caribbean Basin Fund shares are held by institutional investors. Comparatively, 24.9% of ArrowMark Financial shares are held by institutional investors. 41.8% of The Herzfeld Caribbean Basin Fund shares are held by company insiders. Comparatively, 0.5% of ArrowMark Financial 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. SummaryThe Herzfeld Caribbean Basin Fund beats ArrowMark Financial on 6 of the 10 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. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?This chart shows the number of new MarketBeat users adding CUBA and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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 Export to ExcelMetricThe Herzfeld Caribbean Basin FundInvestment offices IndustryFinance SectorNASDAQ ExchangeMarket Cap$39.15M$7.07B$11.61B$8.51BDividend Yield19.29%6.77%5.64%4.15%P/E RatioN/A3.5822.8219.65Price / Sales9.8124.6926.81152.18Price / CashN/A7.5117.6034.64Price / BookN/A0.912.834.59Net IncomeN/A$66.51M$1.04B$248.23M7 Day Performance3.32%0.00%0.10%-1.07%1 Month Performance-4.23%0.88%0.02%2.59%1 Year Performance8.73%2.35%540.97%13.50% The Herzfeld Caribbean Basin Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)CUBAThe Herzfeld Caribbean Basin FundN/A$2.49+1.2%N/A+8.7%$39.15M$3.99M0.00N/APositive NewsShort Interest ↓BANXArrowMark FinancialN/A$20.44+1.0%N/A+10.2%$145.68M$19.65M0.0015,600News CoveragePositive NewsJHSJohn Hancock Income Securities TrustN/A$11.13-0.2%N/A+1.6%$139.77M$19.18M0.00N/APositive NewsShort Interest ↓ECFEllsworth Growth and Income FundN/A$9.99-1.0%N/A+21.6%$136.69M$26.44M0.00N/ANAZNuveen Arizona Quality Municipal Income FundN/A$11.70+0.5%N/A+2.8%$135.69M$8.70M0.00N/AShort Interest ↑GGTThe Gabelli Multimedia TrustN/A$4.02flatN/A-28.1%$134.10M$16.71M0.00N/ACXEMFS High Income Municipal TrustN/A$3.51+0.3%N/A-4.9%$130.78M$16.29M0.00147,000News CoveragePositive NewsShort Interest ↓GECCGreat Elm Capital2.8604 of 5 stars$11.04+3.1%N/A+8.0%$127.45M$11.13M16.00N/ANews CoveragePositive NewsKFThe Korea FundN/A$25.06+1.4%N/A+5.2%$121.10M-$25.99M0.00N/ANews CoverageShort Interest ↑Gap DownPFOFlaherty & Crumrine Preferred Income Opportunity FundN/A$9.10+0.3%N/A+7.7%$118.94M$24.27M0.00N/ANews CoverageShort Interest ↑JHIJohn Hancock Investors TrustN/A$13.580.0%N/A+1.6%$118.71M$21.21M0.00N/ANews CoveragePositive NewsShort Interest ↓ Related Companies and Tools Related Companies BANX Competitors JHS Competitors ECF Competitors NAZ Competitors GGT Competitors CXE Competitors GECC Competitors KF Competitors PFO Competitors JHI Competitors Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NASDAQ:CUBA) was last updated on 6/15/2025 by MarketBeat.com Staff From Our PartnersWhy July 22nd Could Mean Big Changes for Social SecurityIn a stunning move, President Trump has authorized an AI-led transformation of federal agencies, including Soc...Altimetry | SponsoredAn AI run of epic proportions is only getting startedI just put together an urgent new presentation that you need to see right away. 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