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Herzfeld Credit Income Fund (HERZ) Competitors

Herzfeld Credit Income Fund logo
$2.42 +0.01 (+0.41%)
As of 04:00 PM Eastern

HERZ vs. BANX, GGT, ECF, JHS, NAZ, KF, CXE, GECC, PAI, and PFO

Should you be buying Herzfeld Credit Income Fund stock or one of its competitors? The main competitors of Herzfeld Credit Income Fund include ArrowMark Financial (BANX), Gabelli Multimedia Trust (GGT), Ellsworth Growth and Income Fund (ECF), John Hancock Income Securities Trust (JHS), Nuveen Arizona Quality Municipal Income Fund (NAZ), The Korea Fund (KF), MFS High Income Municipal Trust (CXE), Great Elm Capital Group (GECC), Western Asset Investment Grade Income Fund (PAI), and Flaherty & Crumrine Preferred and Income Fund (PFO). These companies are all part of the "financial services" industry.

Herzfeld Credit Income Fund vs. Its Competitors

ArrowMark Financial (NASDAQ:BANX) and Herzfeld Credit Income Fund (NASDAQ:HERZ) are both small-cap financial services companies, but which is the superior investment? We will contrast the two companies based on the strength of their media sentiment, dividends, analyst recommendations, valuation, profitability, institutional ownership, risk and earnings.

24.9% of ArrowMark Financial shares are held by institutional investors. Comparatively, 15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. 0.7% of ArrowMark Financial 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 endowments, hedge funds and large money managers believe a company is poised for long-term growth.

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

ArrowMark Financial has a beta of 0.29, indicating that its stock price is 71% less volatile than the S&P 500. Comparatively, Herzfeld Credit Income Fund has a beta of 0.9, indicating that its stock price is 10% less volatile than the S&P 500.

ArrowMark Financial pays an annual dividend of $1.80 per share and has a dividend yield of 8.7%. Herzfeld Credit Income Fund pays an annual dividend of $0.47 per share and has a dividend yield of 19.4%.

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

In the previous week, Herzfeld Credit Income Fund had 4 more articles in the media than ArrowMark Financial. MarketBeat recorded 4 mentions for Herzfeld Credit Income Fund and 0 mentions for ArrowMark Financial. ArrowMark Financial's average media sentiment score of 1.46 beat Herzfeld Credit Income Fund's score of 1.00 indicating that ArrowMark Financial is being referred to more favorably in the media.

Company Overall Sentiment
ArrowMark Financial Positive
Herzfeld Credit Income Fund Positive

Summary

Herzfeld Credit Income Fund beats ArrowMark Financial on 4 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 FundInvestment Trusts & Mutual Funds IndustryFinancial SectorNASDAQ Exchange
Market Cap$37.97M$145.68M$6.38B$9.41B
Dividend Yield19.25%9.04%4.20%4.03%
P/E RatioN/A1.0314.0120.09
Price / SalesN/AN/A1,728.5099.01
Price / CashN/AN/A128.4858.27
Price / BookN/AN/A1.965.65
Net IncomeN/AN/A$1.24B$257.91M
7 Day Performance-3.20%0.05%0.80%2.09%
1 Month Performance-3.39%0.57%4.08%11.13%
1 Year Performance0.83%2.21%19.68%18.40%

Herzfeld Credit Income Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HERZ
Herzfeld Credit Income Fund
N/A$2.42
+0.4%
N/A-0.4%$37.97MN/A0.00N/A
BANX
ArrowMark Financial
N/A$20.78
-1.1%
N/A+8.5%$148.10M$19.65M0.0015,600Positive News
GGT
Gabelli Multimedia Trust
N/A$4.29
+0.1%
N/A-16.6%$142.95MN/A0.00N/ADividend Cut
ECF
Ellsworth Growth and Income Fund
N/A$10.40
+0.1%
N/A+22.6%$142.30M$26.44M0.00N/A
JHS
John Hancock Income Securities Trust
N/A$11.24
+0.2%
N/A+0.4%$141.16M$10.86M0.00N/A
NAZ
Nuveen Arizona Quality Municipal Income Fund
N/A$11.87
-0.3%
N/A+3.6%$137.60M$8.70M0.00N/AEx-Dividend
KF
The Korea Fund
N/A$27.40
+0.1%
N/A+8.0%$132.34MN/A0.00N/A
CXE
MFS High Income Municipal Trust
N/A$3.55
-0.1%
N/A-5.6%$132.09MN/A0.00147,000Positive News
Ex-Dividend
GECC
Great Elm Capital Group
2.766 of 5 stars
$10.95
-0.1%
N/A+3.3%$126.36M$39.32M27.38N/APositive News
PAI
Western Asset Investment Grade Income Fund
N/A$12.97
-0.3%
N/A+4.4%$123.31M$4.03M0.00204,000Positive News
Dividend Announcement
PFO
Flaherty & Crumrine Preferred and Income Fund
N/A$9.24
-0.2%
N/A+7.1%$120.91MN/A0.00N/ADividend Announcement

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This page (NASDAQ:HERZ) was last updated on 7/18/2025 by MarketBeat.com Staff
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