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The Herzfeld Caribbean Basin Fund (CUBA) Competitors

$2.40
+0.02 (+0.84%)
(As of 05:11 PM ET)

CUBA vs. EEA, CIF, NOM, EQS, VFL, AWF, ASA, DSM, LEO, and EVN

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 The European Equity Fund (EEA), MFS Intermediate High Income Fund (CIF), Nuveen Missouri Quality Municipal Income Fund (NOM), Equus Total Return (EQS), abrdn National Municipal Income Fund (VFL), AllianceBernstein Global High Income Fund (AWF), ASA Gold and Precious Metals (ASA), BNY Mellon Strategic Municipal Bond Fund (DSM), BNY Mellon Strategic Municipals (LEO), and Eaton Vance Municipal Income Trust (EVN). These companies are all part of the "investment offices, not elsewhere classified" industry.

The Herzfeld Caribbean Basin Fund vs.

The European Equity Fund (NYSE:EEA) 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 risk, valuation, profitability, earnings, analyst recommendations, media sentiment, institutional ownership, dividends and community ranking.

51.9% of The European Equity Fund shares are owned by institutional investors. Comparatively, 15.7% of The Herzfeld Caribbean Basin Fund shares are owned by institutional investors. 0.1% of The European Equity Fund shares are owned by insiders. Comparatively, 17.7% of The Herzfeld Caribbean Basin Fund shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

The European Equity Fund pays an annual dividend of $0.18 per share and has a dividend yield of 2.0%. The Herzfeld Caribbean Basin Fund pays an annual dividend of $0.10 per share and has a dividend yield of 4.2%.

The Herzfeld Caribbean Basin Fund received 24 more outperform votes than The European Equity Fund when rated by MarketBeat users. Likewise, 73.64% of users gave The Herzfeld Caribbean Basin Fund an outperform vote while only 68.93% of users gave The European Equity Fund an outperform vote.

CompanyUnderperformOutperform
The European Equity FundOutperform Votes
71
68.93%
Underperform Votes
32
31.07%
The Herzfeld Caribbean Basin FundOutperform Votes
95
73.64%
Underperform Votes
34
26.36%

The European Equity Fund has a beta of 1.12, indicating that its share price is 12% more volatile than the S&P 500. Comparatively, The Herzfeld Caribbean Basin Fund has a beta of 1.19, indicating that its share price is 19% more volatile than the S&P 500.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The European Equity FundN/AN/AN/AN/AN/A
The Herzfeld Caribbean Basin Fund$8.57M2.00N/AN/AN/A

In the previous week, The European Equity Fund had 1 more articles in the media than The Herzfeld Caribbean Basin Fund. MarketBeat recorded 2 mentions for The European Equity Fund and 1 mentions for The Herzfeld Caribbean Basin Fund. The Herzfeld Caribbean Basin Fund's average media sentiment score of 0.00 equaled The European Equity Fund'saverage media sentiment score.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
The European Equity Fund
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
The Herzfeld Caribbean Basin Fund
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Company Net Margins Return on Equity Return on Assets
The European Equity FundN/A N/A N/A
The Herzfeld Caribbean Basin Fund N/A N/A N/A

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The European Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
The Herzfeld Caribbean Basin Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Summary

The Herzfeld Caribbean Basin Fund beats The European Equity Fund on 6 of the 8 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 CUBA 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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CUBA vs. The Competition

MetricThe Herzfeld Caribbean Basin FundInvestment offices IndustryFinance SectorNASDAQ Exchange
Market Cap$17.16M$8.04B$9.43B$8.46B
Dividend Yield4.29%6.24%10.61%3.97%
P/E RatioN/A0.4456.8015.44
Price / Sales2.0017.723,486.8178.77
Price / CashN/A7.8228.5333.62
Price / BookN/A1.002.594.60
Net IncomeN/A$73.96M$1.00B$214.44M
7 Day Performance-0.83%-0.63%2.13%2.27%
1 Month Performance4.58%3.00%7.81%8.69%
1 Year Performance-39.92%4.73%17.83%3.90%

The Herzfeld Caribbean Basin Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EEA
The European Equity Fund
0 of 5 stars
0.00 / 5 stars
$9.38
+1.6%
N/A+3.4%$64.72MN/A0.00N/ANews Coverage
CIF
MFS Intermediate High Income Fund
0 of 5 stars
0.00 / 5 stars
$1.74
flat
N/A+2.4%$32.92M$3.08M0.00N/A
NOM
Nuveen Missouri Quality Municipal Income Fund
0 of 5 stars
0.00 / 5 stars
$10.56
+0.5%
N/A+4.1%$24.82M$950,889.000.00N/A
EQS
Equus Total Return
0 of 5 stars
0.00 / 5 stars
$1.36
+3.0%
N/A-13.8%$18.48M$250,000.000.002,011Gap Down
VFL
abrdn National Municipal Income Fund
0 of 5 stars
0.00 / 5 stars
$10.62
flat
N/A+4.8%$0.00N/A0.00N/ANews Coverage
AWF
AllianceBernstein Global High Income Fund
0 of 5 stars
0.00 / 5 stars
$10.50
-0.6%
N/A+6.2%$0.00N/A0.00N/ANews Coverage
ASA
ASA Gold and Precious Metals
0 of 5 stars
0.00 / 5 stars
$20.10
-1.1%
N/A+22.6%$0.00N/A0.00N/APositive News
DSM
BNY Mellon Strategic Municipal Bond Fund
0 of 5 stars
0.00 / 5 stars
$5.90
-0.3%
N/A+3.1%$0.00N/A0.00N/A
LEO
BNY Mellon Strategic Municipals
0 of 5 stars
0.00 / 5 stars
$6.19
-0.5%
N/A+0.5%$0.00N/A0.00147,000
EVN
Eaton Vance Municipal Income Trust
0 of 5 stars
0.00 / 5 stars
$10.47
-0.1%
N/A+4.8%$0.00N/A0.00N/APositive News

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This page (NASDAQ:CUBA) was last updated on 7/22/2024 by MarketBeat.com Staff

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