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Herzfeld Credit Income Fund (HERZ) Competitors

Herzfeld Credit Income Fund logo
$13.19 +0.04 (+0.33%)
As of 11:35 AM Eastern
This is a fair market value price provided by Massive. Learn more.

HERZ vs. PAI, JHI, WTF, NMT, and IGAC

Should you buy Herzfeld Credit Income Fund stock or one of its competitors? Herzfeld Credit Income Fund's main competitors and comparable companies include Western Asset Investment Grade Income Fund (PAI), John Hancock Investors Trust (JHI), Waton Financial (WTF), Nuveen Massachusetts Quality Municipal Income Fund (NMT), and IG Acquisition (IGAC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Herzfeld Credit Income Fund compare to Western Asset Investment Grade Income Fund?

Western Asset Investment Grade Income Fund (NYSE:PAI) and Herzfeld Credit Income Fund (NASDAQ:HERZ) are both small-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their earnings, media sentiment, valuation, risk, institutional ownership, profitability, analyst recommendations and dividends.

In the previous week, Western Asset Investment Grade Income Fund and Western Asset Investment Grade Income Fund both had 2 articles in the media. Western Asset Investment Grade Income Fund's average media sentiment score of 1.45 beat Herzfeld Credit Income Fund's score of 0.92 indicating that Western Asset Investment Grade Income Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Western Asset Investment Grade Income Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Herzfeld Credit Income Fund
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Western Asset Investment Grade Income FundN/AN/AN/AN/AN/A
Herzfeld Credit Income FundN/AN/AN/AN/AN/A

Western Asset Investment Grade Income Fund has a beta of 0.51, indicating that its share price is 49% less volatile than the broader market. Comparatively, Herzfeld Credit Income Fund has a beta of 0.75, indicating that its share price is 25% less volatile than the broader market.

Western Asset Investment Grade Income Fund pays an annual dividend of $0.63 per share and has a dividend yield of 5.5%. Herzfeld Credit Income Fund pays an annual dividend of $8.06 per share and has a dividend yield of 61.3%.

Company Net Margins Return on Equity Return on Assets
Western Asset Investment Grade Income FundN/A N/A N/A
Herzfeld Credit Income Fund N/A N/A N/A

19.0% of Western Asset Investment Grade Income Fund shares are held by institutional investors. Comparatively, 15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. 1.0% of Western Asset Investment Grade Income Fund shares are held by company insiders. Comparatively, 5.0% of Herzfeld Credit Income Fund shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Summary

Herzfeld Credit Income Fund beats Western Asset Investment Grade Income Fund on 3 of the 5 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to John Hancock Investors Trust?

Herzfeld Credit Income Fund (NASDAQ:HERZ) and John Hancock Investors Trust (NYSE:JHI) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their earnings, media sentiment, valuation, dividends, profitability, analyst recommendations, institutional ownership and risk.

Herzfeld Credit Income Fund has a beta of 0.75, suggesting that its stock price is 25% less volatile than the broader market. Comparatively, John Hancock Investors Trust has a beta of 0.71, suggesting that its stock price is 29% less volatile than the broader market.

In the previous week, Herzfeld Credit Income Fund had 1 more articles in the media than John Hancock Investors Trust. MarketBeat recorded 2 mentions for Herzfeld Credit Income Fund and 1 mentions for John Hancock Investors Trust. John Hancock Investors Trust's average media sentiment score of 1.01 beat Herzfeld Credit Income Fund's score of 0.92 indicating that John Hancock Investors Trust is being referred to more favorably in the news media.

Company Overall Sentiment
Herzfeld Credit Income Fund Positive
John Hancock Investors Trust Positive

15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. Comparatively, 27.0% of John Hancock Investors Trust shares are held by institutional investors. 5.0% of Herzfeld Credit Income Fund shares are held 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.

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
John Hancock Investors Trust N/A N/A N/A

Herzfeld Credit Income Fund pays an annual dividend of $8.06 per share and has a dividend yield of 61.3%. John Hancock Investors Trust pays an annual dividend of $1.22 per share and has a dividend yield of 10.1%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income FundN/AN/AN/AN/AN/A
John Hancock Investors TrustN/AN/AN/AN/AN/A

Summary

Herzfeld Credit Income Fund beats John Hancock Investors Trust on 4 of the 6 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to Waton Financial?

Waton Financial (NASDAQ:WTF) and Herzfeld Credit Income Fund (NASDAQ:HERZ) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their profitability, risk, dividends, earnings, institutional ownership, analyst recommendations, valuation and media sentiment.

Herzfeld Credit Income Fund has lower revenue, but higher earnings than Waton Financial.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Waton Financial$11.08M8.95-$15.15MN/AN/A
Herzfeld Credit Income FundN/AN/AN/AN/AN/A

Waton Financial has a beta of 1.32, meaning that its share price is 32% more volatile than the broader market. Comparatively, Herzfeld Credit Income Fund has a beta of 0.75, meaning that its share price is 25% less volatile than the broader market.

Company Net Margins Return on Equity Return on Assets
Waton FinancialN/A N/A N/A
Herzfeld Credit Income Fund N/A N/A N/A

15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. 5.0% of Herzfeld Credit Income Fund shares are held 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.

In the previous week, Herzfeld Credit Income Fund had 1 more articles in the media than Waton Financial. MarketBeat recorded 2 mentions for Herzfeld Credit Income Fund and 1 mentions for Waton Financial. Waton Financial's average media sentiment score of 1.82 beat Herzfeld Credit Income Fund's score of 0.92 indicating that Waton Financial is being referred to more favorably in the media.

Company Overall Sentiment
Waton Financial Very Positive
Herzfeld Credit Income Fund Positive

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Waton Financial
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
Herzfeld Credit Income Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Summary

Waton Financial beats Herzfeld Credit Income Fund on 4 of the 7 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to Nuveen Massachusetts Quality Municipal Income Fund?

Herzfeld Credit Income Fund (NASDAQ:HERZ) and Nuveen Massachusetts Quality Municipal Income Fund (NYSE:NMT) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, institutional ownership, media sentiment, valuation, dividends, risk and profitability.

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
Nuveen Massachusetts Quality Municipal Income Fund N/A N/A N/A

Herzfeld Credit Income Fund pays an annual dividend of $8.06 per share and has a dividend yield of 61.3%. Nuveen Massachusetts Quality Municipal Income Fund pays an annual dividend of $0.19 per share and has a dividend yield of 1.9%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income FundN/AN/AN/AN/AN/A
Nuveen Massachusetts Quality Municipal Income FundN/AN/AN/AN/AN/A

In the previous week, Herzfeld Credit Income Fund had 2 more articles in the media than Nuveen Massachusetts Quality Municipal Income Fund. MarketBeat recorded 2 mentions for Herzfeld Credit Income Fund and 0 mentions for Nuveen Massachusetts Quality Municipal Income Fund. Herzfeld Credit Income Fund's average media sentiment score of 0.92 beat Nuveen Massachusetts Quality Municipal Income Fund's score of 0.00 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the media.

Herzfeld Credit Income Fund has a beta of 0.75, meaning that its share price is 25% less volatile than the broader market. Comparatively, Nuveen Massachusetts Quality Municipal Income Fund has a beta of 0.53, meaning that its share price is 47% less volatile than the broader market.

15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. Comparatively, 16.6% of Nuveen Massachusetts Quality Municipal Income Fund shares are owned by institutional investors. 5.0% of Herzfeld Credit Income Fund shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

Herzfeld Credit Income Fund beats Nuveen Massachusetts Quality Municipal Income Fund on 5 of the 6 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to IG Acquisition?

Herzfeld Credit Income Fund (NASDAQ:HERZ) and IG Acquisition (NASDAQ:IGAC) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their institutional ownership, earnings, profitability, risk, analyst recommendations, valuation, dividends and media sentiment.

Herzfeld Credit Income Fund's return on equity of 0.00% beat IG Acquisition's return on equity.

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
IG Acquisition N/A -73.89%6.47%

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Herzfeld Credit Income Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
IG Acquisition
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

In the previous week, Herzfeld Credit Income Fund had 1 more articles in the media than IG Acquisition. MarketBeat recorded 2 mentions for Herzfeld Credit Income Fund and 1 mentions for IG Acquisition. IG Acquisition's average media sentiment score of 1.82 beat Herzfeld Credit Income Fund's score of 0.92 indicating that IG Acquisition is being referred to more favorably in the news media.

Company Overall Sentiment
Herzfeld Credit Income Fund Positive
IG Acquisition Very Positive

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income FundN/AN/AN/AN/AN/A
IG AcquisitionN/AN/A$17.37MN/AN/A

15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. Comparatively, 38.8% of IG Acquisition shares are held by institutional investors. 5.0% of Herzfeld Credit Income Fund shares are held by insiders. Comparatively, 20.0% of IG Acquisition shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Herzfeld Credit Income Fund has a beta of 0.75, suggesting that its share price is 25% less volatile than the broader market. Comparatively, IG Acquisition has a beta of -0.02, suggesting that its share price is 102% less volatile than the broader market.

Summary

IG Acquisition beats Herzfeld Credit Income Fund on 5 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 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 FundCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$26.65M$5.35B$14.14B$12.00B
Dividend Yield61.04%5.52%4.88%4.50%
P/E RatioN/A24.6620.4530.31
Price / SalesN/A7.664.845.84
Price / CashN/A29.7220.3222.80
Price / BookN/A1.801.813.77
Net IncomeN/A$419.50M$1.33B$390.69M
7 Day Performance-0.27%0.07%-0.01%-0.60%
1 Month Performance-12.04%-1.97%-0.72%-6.88%
1 Year Performance-45.70%-2.00%4.65%-6.20%

Herzfeld Credit Income Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HERZ
Herzfeld Credit Income Fund
N/A$13.19
+0.3%
N/A-46.1%$26.65MN/AN/A27,000
PAI
Western Asset Investment Grade Income Fund
N/A$11.48
+0.2%
N/A-8.4%$109MN/AN/A204,000
JHI
John Hancock Investors Trust
N/A$12.07
+0.2%
N/A-12.7%$105.28MN/AN/AN/A
WTF
Waton Financial
0.6238 of 5 stars
$1.98
-8.8%
N/A-61.1%$104.68M$11.08MN/A51
NMT
Nuveen Massachusetts Quality Municipal Income Fund
N/A$10.04
-0.3%
N/A-11.7%$103.25MN/AN/AN/A

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This page (NASDAQ:HERZ) was last updated on 11/13/2026 by MarketBeat.com Staff.
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