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Herzfeld Credit Income Fund (HERZ) Competitors

Herzfeld Credit Income Fund logo
$15.88 -0.04 (-0.25%)
As of 08/26/2026 03:27 PM Eastern

HERZ vs. NOEM, PCF, IGAC, PTMN, and GCV

Should you buy Herzfeld Credit Income Fund stock or one of its competitors? Herzfeld Credit Income Fund's main competitors and comparable companies include CO2 Energy Transition (NOEM), High Income Securities Fund (PCF), IG Acquisition (IGAC), Portman Ridge Finance (PTMN), and Gabelli Convertible & Income Securities Fund (GCV). 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 CO2 Energy Transition?

Herzfeld Credit Income Fund (NASDAQ:HERZ) and CO2 Energy Transition (NASDAQ:NOEM) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, earnings, valuation, media sentiment, analyst recommendations, risk, institutional ownership and dividends.

In the previous week, Herzfeld Credit Income Fund had 2 more articles in the media than CO2 Energy Transition. MarketBeat recorded 3 mentions for Herzfeld Credit Income Fund and 1 mentions for CO2 Energy Transition. CO2 Energy Transition's average media sentiment score of 1.89 beat Herzfeld Credit Income Fund's score of 0.54 indicating that CO2 Energy Transition is being referred to more favorably in the news media.

Company Overall Sentiment
Herzfeld Credit Income Fund Positive
CO2 Energy Transition Very Positive

15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. 42.5% 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 will outperform the market over the long term.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income FundN/AN/AN/AN/AN/A
CO2 Energy TransitionN/AN/A$1.65M$0.1572.11

Herzfeld Credit Income Fund has a beta of 0.72, suggesting that its share price is 28% less volatile than the broader market. Comparatively, CO2 Energy Transition has a beta of -0.05, suggesting that its share price is 105% less volatile than the broader market.

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
CO2 Energy Transition
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

Herzfeld Credit Income Fund's return on equity of 0.00% beat CO2 Energy Transition's return on equity.

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
CO2 Energy Transition N/A -75.59%2.02%

Summary

Herzfeld Credit Income Fund beats CO2 Energy Transition on 5 of the 8 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to High Income Securities Fund?

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

High Income Securities Fund has a beta of 0.65, suggesting that its stock price is 35% less volatile than the broader market. Comparatively, Herzfeld Credit Income Fund has a beta of 0.72, suggesting that its stock price is 28% less volatile than the broader market.

Company Net Margins Return on Equity Return on Assets
High Income Securities FundN/A N/A N/A
Herzfeld Credit Income Fund N/A N/A N/A

In the previous week, Herzfeld Credit Income Fund had 3 more articles in the media than High Income Securities Fund. MarketBeat recorded 3 mentions for Herzfeld Credit Income Fund and 0 mentions for High Income Securities Fund. Herzfeld Credit Income Fund's average media sentiment score of 0.54 beat High Income Securities Fund's score of 0.00 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the news media.

Company Overall Sentiment
High Income Securities Fund Neutral
Herzfeld Credit Income Fund Positive

16.6% of High Income Securities Fund shares are held by institutional investors. Comparatively, 15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. 1.6% of High Income Securities Fund shares are held by insiders. Comparatively, 42.5% of Herzfeld Credit Income Fund shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

High Income Securities Fund pays an annual dividend of $0.70 per share and has a dividend yield of 12.9%. Herzfeld Credit Income Fund pays an annual dividend of $7.72 per share and has a dividend yield of 48.6%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
High Income Securities FundN/AN/AN/AN/AN/A
Herzfeld Credit Income FundN/AN/AN/AN/AN/A

Summary

Herzfeld Credit Income Fund beats High Income Securities 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 better investment? We will contrast the two companies based on the strength of their dividends, risk, earnings, valuation, media sentiment, analyst recommendations, institutional ownership and profitability.

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. 42.5% 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 large money managers, hedge funds and endowments believe a company is poised for long-term growth.

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

In the previous week, Herzfeld Credit Income Fund had 2 more articles in the media than IG Acquisition. MarketBeat recorded 3 mentions for Herzfeld Credit Income Fund and 1 mentions for IG Acquisition. IG Acquisition's average media sentiment score of 1.89 beat Herzfeld Credit Income Fund's score of 0.54 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

Herzfeld Credit Income Fund has a beta of 0.72, suggesting that its share price is 28% 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.

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

Summary

Herzfeld Credit Income Fund and IG Acquisition tied by winning 4 of the 8 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to Portman Ridge Finance?

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

Portman Ridge Finance pays an annual dividend of $1.88 per share and has a dividend yield of 24.3%. Herzfeld Credit Income Fund pays an annual dividend of $7.72 per share and has a dividend yield of 48.6%. Portman Ridge Finance pays out -202.2% of its earnings in the form of a dividend.

Herzfeld Credit Income Fund has a net margin of 0.00% compared to Portman Ridge Finance's net margin of -15.92%. Portman Ridge Finance's return on equity of 11.49% beat Herzfeld Credit Income Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Portman Ridge Finance-15.92% 11.49% 4.54%
Herzfeld Credit Income Fund N/A N/A N/A

Herzfeld Credit Income Fund has higher revenue and earnings than Portman Ridge Finance.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Portman Ridge Finance-$2.85M-35.84-$5.93M-$0.93N/A
Herzfeld Credit Income FundN/AN/AN/AN/AN/A

In the previous week, Herzfeld Credit Income Fund had 3 more articles in the media than Portman Ridge Finance. MarketBeat recorded 3 mentions for Herzfeld Credit Income Fund and 0 mentions for Portman Ridge Finance. Herzfeld Credit Income Fund's average media sentiment score of 0.54 beat Portman Ridge Finance's score of 0.00 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Portman Ridge Finance Neutral
Herzfeld Credit Income Fund Positive

30.1% of Portman Ridge Finance shares are held by institutional investors. Comparatively, 15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. 2.1% of Portman Ridge Finance shares are held by insiders. Comparatively, 42.5% of Herzfeld Credit Income Fund shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Portman Ridge Finance has a beta of 0.6, suggesting that its share price is 40% less volatile than the broader market. Comparatively, Herzfeld Credit Income Fund has a beta of 0.72, suggesting that its share price is 28% less volatile than the broader market.

Summary

Herzfeld Credit Income Fund beats Portman Ridge Finance on 7 of the 11 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to Gabelli Convertible & Income Securities Fund?

Gabelli Convertible & Income Securities Fund (NYSE:GCV) 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 risk, valuation, analyst recommendations, dividends, institutional ownership, profitability, media sentiment and earnings.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Gabelli Convertible & Income Securities FundN/AN/AN/AN/AN/A
Herzfeld Credit Income FundN/AN/AN/AN/AN/A

In the previous week, Herzfeld Credit Income Fund had 2 more articles in the media than Gabelli Convertible & Income Securities Fund. MarketBeat recorded 3 mentions for Herzfeld Credit Income Fund and 1 mentions for Gabelli Convertible & Income Securities Fund. Gabelli Convertible & Income Securities Fund's average media sentiment score of 1.00 beat Herzfeld Credit Income Fund's score of 0.54 indicating that Gabelli Convertible & Income Securities Fund is being referred to more favorably in the media.

23.4% of Gabelli Convertible & Income Securities Fund shares are owned by institutional investors. Comparatively, 15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. 0.8% of Gabelli Convertible & Income Securities Fund shares are owned by company insiders. Comparatively, 42.5% 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 stock is poised for long-term growth.

Gabelli Convertible & Income Securities Fund pays an annual dividend of $0.48 per share and has a dividend yield of 10.5%. Herzfeld Credit Income Fund pays an annual dividend of $7.72 per share and has a dividend yield of 48.6%.

Gabelli Convertible & Income Securities Fund has a beta of 0.75, meaning that its share price is 25% less volatile than the broader market. Comparatively, Herzfeld Credit Income Fund has a beta of 0.72, meaning that its share price is 28% less volatile than the broader market.

Company Net Margins Return on Equity Return on Assets
Gabelli Convertible & Income Securities FundN/A N/A N/A
Herzfeld Credit Income Fund N/A N/A N/A

Summary

Gabelli Convertible & Income Securities Fund and Herzfeld Credit Income Fund tied by winning 3 of the 6 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$25.57M$5.73B$14.10B$12.81B
Dividend Yield48.47%7.39%5.89%11.02%
P/E RatioN/A32.5526.7124.12
Price / SalesN/A1,239.80518.8889.48
Price / CashN/A48.4539.1453.65
Price / BookN/A2.132.186.20
Net IncomeN/A$417.46M$1.31B$348.07M
7 Day Performance0.63%0.83%1.51%1.11%
1 Month Performance-1.61%2.08%2.56%4.27%
1 Year Performance-36.73%8.04%11.59%16.48%

Herzfeld Credit Income Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HERZ
Herzfeld Credit Income Fund
N/A$15.88
-0.3%
N/A-36.7%$25.57MN/AN/AN/A
NOEM
CO2 Energy Transition
0.9792 of 5 stars
$10.82
+1.2%
N/A+6.7%$102.47MN/A71.27N/A
PCF
High Income Securities Fund
N/A$5.38
-2.0%
N/A-15.3%$102.38MN/AN/AN/A
IGAC
IG Acquisition
1.2271 of 5 stars
$10.07
+0.2%
N/A-0.4%$101.06MN/AN/A2
PTMN
Portman Ridge Finance
N/A$7.63
-0.3%
N/A-35.7%$100.66M-$2.85MN/A25

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This page (NASDAQ:HERZ) was last updated on 8/27/2026 by MarketBeat.com Staff.
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