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Herzfeld Credit Income Fund (HERZ) Competitors

Herzfeld Credit Income Fund logo
$2.48 -0.03 (-1.20%)
As of 09:33 AM Eastern

HERZ vs. NNY, MSD, BANX, ECF, JHS, GGT, NAZ, KF, CXE, and GECC

Should you be buying Herzfeld Credit Income Fund stock or one of its competitors? The main competitors of Herzfeld Credit Income Fund include Nuveen New York Municipal Valu (NNY), Morgan Stanley Emerging Markets Debt Fund (MSD), ArrowMark Financial (BANX), Ellsworth Growth and Income Fund (ECF), John Hancock Income Securities Trust (JHS), Gabelli Multimedia Trust (GGT), Nuveen Arizona Quality Municipal Income Fund (NAZ), The Korea Fund (KF), MFS High Income Municipal Trust (CXE), and Great Elm Capital Group (GECC). These companies are all part of the "financial services" industry.

Herzfeld Credit Income Fund vs. Its Competitors

Nuveen New York Municipal Valu (NYSE:NNY) and Herzfeld Credit Income Fund (NASDAQ:HERZ) are both small-cap financial services companies, but which is the superior stock? We will compare the two companies based on the strength of their valuation, media sentiment, profitability, dividends, analyst recommendations, institutional ownership, earnings and risk.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Nuveen New York Municipal ValuN/AN/AN/AN/AN/A
Herzfeld Credit Income FundN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
Nuveen New York Municipal ValuN/A N/A N/A
Herzfeld Credit Income Fund N/A N/A N/A

Nuveen New York Municipal Valu pays an annual dividend of $0.18 per share and has a dividend yield of 2.2%. Herzfeld Credit Income Fund pays an annual dividend of $0.47 per share and has a dividend yield of 19.0%. Nuveen New York Municipal Valu has increased its dividend for 3 consecutive years.

22.5% of Nuveen New York Municipal Valu shares are held by institutional investors. Comparatively, 15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. 1.0% of Nuveen New York Municipal Valu shares are held by insiders. Comparatively, 41.8% of Herzfeld Credit Income Fund shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

In the previous week, Herzfeld Credit Income Fund had 2 more articles in the media than Nuveen New York Municipal Valu. MarketBeat recorded 3 mentions for Herzfeld Credit Income Fund and 1 mentions for Nuveen New York Municipal Valu. Herzfeld Credit Income Fund's average media sentiment score of 1.81 beat Nuveen New York Municipal Valu's score of 0.67 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Nuveen New York Municipal Valu
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Herzfeld Credit Income Fund
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Nuveen New York Municipal Valu has a beta of 0.35, suggesting that its stock price is 65% less volatile than the S&P 500. Comparatively, Herzfeld Credit Income Fund has a beta of 0.93, suggesting that its stock price is 7% less volatile than the S&P 500.

Summary

Herzfeld Credit Income Fund beats Nuveen New York Municipal Valu on 5 of the 7 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding HERZ and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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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.
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HERZ vs. The Competition

MetricHerzfeld Credit Income FundInvestment Trusts & Mutual Funds IndustryFinancial SectorNASDAQ Exchange
Market Cap$38.99M$149.74M$6.47B$9.78B
Dividend Yield18.53%9.06%4.17%4.02%
P/E RatioN/A1.0314.2826.45
Price / SalesN/A10.321,773.70121.64
Price / CashN/AN/A127.5159.36
Price / BookN/AN/A5.296.69
Net IncomeN/AN/A$1.23B$265.42M
7 Day Performance3.77%0.13%0.73%3.41%
1 Month Performance3.77%0.57%2.17%1.09%
1 Year Performance8.06%0.76%24.59%23.47%

Herzfeld Credit Income Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HERZ
Herzfeld Credit Income Fund
N/A$2.48
-1.2%
N/A+10.6%$38.99MN/A0.00N/APositive News
NNY
Nuveen New York Municipal Valu
N/A$8.11
+0.4%
N/A-5.6%$152.60MN/A0.00N/ANews Coverage
MSD
Morgan Stanley Emerging Markets Debt Fund
N/A$7.46
+0.3%
N/A-1.9%$150.71MN/A0.00N/ANews Coverage
BANX
ArrowMark Financial
N/A$20.60
0.0%
N/A+1.3%$146.88MN/A0.0015,600News Coverage
Positive News
ECF
Ellsworth Growth and Income Fund
N/A$10.84
+1.1%
N/A+26.4%$146.68M$26.44M0.00N/ANews Coverage
Positive News
JHS
John Hancock Income Securities Trust
N/A$11.44
-1.7%
N/A+0.2%$146.12MN/A0.00N/A
GGT
Gabelli Multimedia Trust
N/A$4.21
-0.4%
N/A-17.3%$140.78M$16.71M0.00N/ANews Coverage
Positive News
Dividend Announcement
NAZ
Nuveen Arizona Quality Municipal Income Fund
N/A$11.90
+0.6%
N/A+1.2%$137.08MN/A0.00N/A
KF
The Korea Fund
N/A$27.89
+0.1%
N/A+9.3%$134.69MN/A0.00N/A
CXE
MFS High Income Municipal Trust
N/A$3.58
flat
N/A-7.3%$133.38MN/A0.00147,000
GECC
Great Elm Capital Group
3.4817 of 5 stars
$11.18
+0.8%
N/A+6.9%$128.29M$39.32M7.17N/ADividend Announcement
High Trading Volume

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This page (NASDAQ:HERZ) was last updated on 8/28/2025 by MarketBeat.com Staff
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