HERZ vs. ECF, NNY, BANX, PTMN, KF, MSD, JHS, GGT, NAZ, and CXE
Should you be buying Herzfeld Credit Income Fund stock or one of its competitors? The main competitors of Herzfeld Credit Income Fund include Ellsworth Growth and Income Fund (ECF), Nuveen New York Municipal Valu (NNY), ArrowMark Financial (BANX), Portman Ridge Finance (PTMN), The Korea Fund (KF), Morgan Stanley Emerging Markets Debt Fund (MSD), John Hancock Income Securities Trust (JHS), Gabelli Multimedia Trust (GGT), Nuveen Arizona Quality Municipal Income Fund (NAZ), and MFS High Income Municipal Trust (CXE). These companies are all part of the "financial services" industry.
Herzfeld Credit Income Fund vs. Its Competitors
Ellsworth Growth and Income Fund (NYSE:ECF) and Herzfeld Credit Income Fund (NASDAQ:HERZ) are both small-cap financial services companies, but which is the better investment? We will compare the two companies based on the strength of their earnings, institutional ownership, analyst recommendations, risk, valuation, media sentiment, dividends and profitability.
35.9% of Ellsworth Growth and Income Fund shares are owned by institutional investors. Comparatively, 15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. 0.5% of Ellsworth Growth and Income Fund shares are owned by company insiders. Comparatively, 41.8% of Herzfeld Credit Income Fund shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.
Ellsworth Growth and Income Fund pays an annual dividend of $0.59 per share and has a dividend yield of 4.8%. Herzfeld Credit Income Fund pays an annual dividend of $0.47 per share and has a dividend yield of 19.5%.
In the previous week, Herzfeld Credit Income Fund had 1 more articles in the media than Ellsworth Growth and Income Fund. MarketBeat recorded 1 mentions for Herzfeld Credit Income Fund and 0 mentions for Ellsworth Growth and Income Fund. Herzfeld Credit Income Fund's average media sentiment score of 1.93 beat Ellsworth Growth and Income Fund's score of 0.00 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the news media.
Ellsworth Growth and Income Fund has a beta of 1.06, indicating that its share price is 6% more volatile than the S&P 500. Comparatively, Herzfeld Credit Income Fund has a beta of 0.91, indicating that its share price is 9% less volatile than the S&P 500.
Summary
Herzfeld Credit Income Fund beats Ellsworth Growth and Income Fund on 4 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.
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.
Herzfeld Credit Income Fund Competitors List
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This page (NASDAQ:HERZ) was last updated on 10/14/2025 by MarketBeat.com Staff
