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Herzfeld Credit Income Fund (HERZ) Competitors

Herzfeld Credit Income Fund logo
$15.40 -0.14 (-0.90%)
Closing price 04:00 PM Eastern
Extended Trading
$15.40 0.00 (0.00%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

HERZ vs. RACC, PCF, TAVI, PTMN, and JATT

Should you buy Herzfeld Credit Income Fund stock or one of its competitors? Herzfeld Credit Income Fund's main competitors and comparable companies include Research Alliance Corporation III (RACC), High Income Securities Fund (PCF), Tavia Acquisition (TAVI), Portman Ridge Finance (PTMN), and JATT Acquisition (JATT). 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 Research Alliance Corporation III?

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

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
Research Alliance Corporation III N/A N/A N/A

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income FundN/AN/AN/AN/AN/A
Research Alliance Corporation IIIN/AN/AN/AN/AN/A

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
Research Alliance Corporation III
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are owned 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.

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

Company Overall Sentiment
Herzfeld Credit Income Fund Positive
Research Alliance Corporation III Very Positive

Summary

Herzfeld Credit Income Fund beats Research Alliance Corporation III on 3 of the 5 factors compared between the two stocks.

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

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

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

Herzfeld Credit Income Fund has a beta of 0.72, meaning that its stock price is 28% less volatile than the broader market. Comparatively, High Income Securities Fund has a beta of 0.66, meaning that its stock price is 34% less volatile than the broader market.

15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. Comparatively, 16.6% of High Income Securities Fund shares are owned by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are owned by insiders. Comparatively, 1.6% of High Income Securities Fund shares are owned 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.

Herzfeld Credit Income Fund pays an annual dividend of $7.89 per share and has a dividend yield of 51.2%. High Income Securities Fund pays an annual dividend of $0.70 per share and has a dividend yield of 13.5%.

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

In the previous week, Herzfeld Credit Income Fund and Herzfeld Credit Income Fund both had 2 articles in the media. Herzfeld Credit Income Fund's average media sentiment score of 0.92 beat High Income Securities Fund's score of 0.00 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
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
High Income Securities Fund
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Herzfeld Credit Income Fund beats High Income Securities Fund on 4 of the 5 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to Tavia Acquisition?

Herzfeld Credit Income Fund (NASDAQ:HERZ) and Tavia Acquisition (NASDAQ:TAVI) 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, institutional ownership, risk, earnings, media sentiment, profitability, valuation and dividends.

In the previous week, Tavia Acquisition had 2 more articles in the media than Herzfeld Credit Income Fund. MarketBeat recorded 4 mentions for Tavia Acquisition and 2 mentions for Herzfeld Credit Income Fund. Tavia Acquisition's average media sentiment score of 1.39 beat Herzfeld Credit Income Fund's score of 0.92 indicating that Tavia Acquisition is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
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
Tavia Acquisition
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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
Tavia Acquisition
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

Herzfeld Credit Income Fund has a beta of 0.72, suggesting that its share price is 28% less volatile than the broader market. Comparatively, Tavia Acquisition has a beta of 0.01, suggesting that its share price is 99% less volatile than the broader market.

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
Tavia Acquisition N/A N/A N/A

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

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. Comparatively, 25.6% of Tavia Acquisition shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Summary

Herzfeld Credit Income Fund and Tavia Acquisition tied by winning 3 of the 6 factors compared between the two stocks.

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

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income FundN/AN/AN/AN/AN/A
Portman Ridge Finance-$2.85M-32.18-$5.93M-$0.93N/A

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

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
Herzfeld Credit Income FundN/A N/A N/A
Portman Ridge Finance -15.92%11.49%4.54%

Herzfeld Credit Income Fund pays an annual dividend of $7.89 per share and has a dividend yield of 51.2%. Portman Ridge Finance pays an annual dividend of $1.88 per share and has a dividend yield of 27.1%. Portman Ridge Finance pays out -202.2% of its earnings in the form of a dividend.

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

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

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

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 JATT Acquisition?

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income FundN/AN/AN/AN/AN/A
JATT AcquisitionN/AN/A$6.85MN/AN/A

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

Company Overall Sentiment
Herzfeld Credit Income Fund Positive
JATT Acquisition Neutral

15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. Comparatively, 48.0% of JATT Acquisition shares are held by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are held by insiders. Comparatively, 20.0% of JATT 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.

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

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
JATT Acquisition N/A -49.58%2.84%

Summary

Herzfeld Credit Income Fund beats JATT Acquisition 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 FundCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$24.96M$5.20B$13.58B$13.03B
Dividend Yield50.75%7.51%5.99%14.03%
P/E RatioN/A29.5124.5825.61
Price / SalesN/A1,196.59505.79108.08
Price / CashN/A47.8929.8735.00
Price / BookN/A3.502.706.44
Net IncomeN/A$417.69M$1.32B$360.47M
7 Day Performance-2.22%-1.43%0.30%-1.03%
1 Month Performance-4.41%-3.10%-2.16%-3.70%
1 Year Performance-35.83%1.00%7.23%3.62%

Herzfeld Credit Income Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HERZ
Herzfeld Credit Income Fund
N/A$15.40
-0.9%
N/A-35.3%$24.96MN/AN/AN/A
RACC
Research Alliance Corporation III
N/A$11.10
+0.0%
N/AN/A$100.99MN/AN/A3
PCF
High Income Securities Fund
N/A$5.38
-0.1%
N/A-16.8%$100.69MN/AN/AN/A
TAVI
Tavia Acquisition
1.5463 of 5 stars
$10.77
+0.0%
N/A+4.1%$94.19MN/AN/A2
PTMN
Portman Ridge Finance
N/A$7.11
+1.1%
N/A-41.8%$93.80M-$2.85MN/A25

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This page (NASDAQ:HERZ) was last updated on 9/28/2026 by MarketBeat.com Staff.
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