Herzfeld Credit Income Fund (HERZ) Competitors

Herzfeld Credit Income Fund logo
$16.45 +0.34 (+2.08%)
Closing price 06/26/2026 03:51 PM Eastern
Extended Trading
$16.56 +0.11 (+0.64%)
As of 06/26/2026 04:10 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. PTMN, MGF, BCIC, GCV, and CMU

Should you buy Herzfeld Credit Income Fund stock or one of its competitors? MarketBeat compares Herzfeld Credit Income Fund with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Herzfeld Credit Income Fund include Portman Ridge Finance (PTMN), Mfs Govt Mkts (MGF), Portman Ridge Finance (BCIC), Gabelli Convertible & Income Securities Fund (GCV), and Mfs Hi Yld (CMU). These companies are all part of the "financial services" industry.

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 financial services companies, but which is the better business? We will contrast the two companies based on the strength of their valuation, profitability, risk, media sentiment, analyst recommendations, dividends, earnings and institutional ownership.

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 insiders. Comparatively, 2.1% of Portman Ridge Finance 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.

Herzfeld Credit Income Fund has a beta of 0.71, suggesting that its share price is 29% less volatile than the broader market. Comparatively, Portman Ridge Finance has a beta of 0.6, suggesting that its share price is 40% less volatile than the broader market.

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 1.22 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

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 $7.54 per share and has a dividend yield of 45.8%. Portman Ridge Finance pays an annual dividend of $1.88 per share and has a dividend yield of 26.3%. Portman Ridge Finance pays out -202.2% of its earnings in the form of a dividend.

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 Fund-$306.16K-86.32N/AN/AN/A
Portman Ridge Finance-$2.85M-33.15-$5.93M-$0.93N/A

Summary

Herzfeld Credit Income Fund beats Portman Ridge Finance on 7 of the 12 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to Mfs Govt Mkts?

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

Mfs Govt Mkts has a beta of 0.34, indicating that its share price is 66% less volatile than the broader market. Comparatively, Herzfeld Credit Income Fund has a beta of 0.71, indicating that its share 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 Mfs Govt Mkts. MarketBeat recorded 3 mentions for Herzfeld Credit Income Fund and 2 mentions for Mfs Govt Mkts. Herzfeld Credit Income Fund's average media sentiment score of 1.22 beat Mfs Govt Mkts' score of 0.50 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Mfs Govt Mkts
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Herzfeld Credit Income Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Company Net Margins Return on Equity Return on Assets
Mfs Govt MktsN/A N/A N/A
Herzfeld Credit Income Fund N/A N/A N/A

54.8% of Mfs Govt Mkts shares are held by institutional investors. Comparatively, 15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Mfs Govt MktsN/AN/AN/AN/AN/A
Herzfeld Credit Income Fund-$306.16K-86.32N/AN/AN/A

Mfs Govt Mkts pays an annual dividend of $0.23 per share and has a dividend yield of 8.1%. Herzfeld Credit Income Fund pays an annual dividend of $7.54 per share and has a dividend yield of 45.8%.

Summary

Herzfeld Credit Income Fund beats Mfs Govt Mkts on 5 of the 7 factors compared between the two stocks.

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

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

Portman Ridge Finance has a net margin of 2.10% compared to Herzfeld Credit Income Fund's net margin of 0.00%. Portman Ridge Finance's return on equity of 13.87% beat Herzfeld Credit Income Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Portman Ridge Finance2.10% 13.87% 5.37%
Herzfeld Credit Income Fund N/A N/A N/A

Portman Ridge Finance presently has a consensus target price of $9.00, indicating a potential upside of 27.57%. Given Portman Ridge Finance's stronger consensus rating and higher possible upside, equities research analysts plainly believe Portman Ridge Finance is more favorable than Herzfeld Credit Income Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Portman Ridge Finance
1 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.75
Herzfeld Credit Income Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, Portman Ridge Finance and Portman Ridge Finance both had 3 articles in the media. Portman Ridge Finance's average media sentiment score of 1.93 beat Herzfeld Credit Income Fund's score of 1.22 indicating that Portman Ridge Finance is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Portman Ridge Finance
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Herzfeld Credit Income Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

30.1% of Portman Ridge Finance shares are owned by institutional investors. Comparatively, 15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. 1.3% of Portman Ridge Finance shares are owned by insiders. Comparatively, 42.5% of Herzfeld Credit Income Fund shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Portman Ridge Finance has a beta of 0.5, indicating that its stock price is 50% less volatile than the broader market. Comparatively, Herzfeld Credit Income Fund has a beta of 0.71, indicating that its stock price is 29% less volatile than the broader market.

Portman Ridge Finance pays an annual dividend of $1.08 per share and has a dividend yield of 15.3%. Herzfeld Credit Income Fund pays an annual dividend of $7.54 per share and has a dividend yield of 45.8%. Portman Ridge Finance pays out -450.0% of its earnings in the form of a dividend.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Portman Ridge Finance$61.15M1.43$11.49M-$0.24N/A
Herzfeld Credit Income Fund-$306.16K-86.32N/AN/AN/A

Summary

Portman Ridge Finance beats Herzfeld Credit Income Fund on 10 of the 13 factors compared between the two stocks.

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

Herzfeld Credit Income Fund (NASDAQ:HERZ) and Gabelli Convertible & Income Securities Fund (NYSE:GCV) are both small-cap financial services 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, Herzfeld Credit Income Fund and Herzfeld Credit Income Fund both had 3 articles in the media. Herzfeld Credit Income Fund's average media sentiment score of 1.22 beat Gabelli Convertible & Income Securities Fund's score of 0.05 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)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Gabelli Convertible & 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

15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. Comparatively, 23.4% of Gabelli Convertible & Income Securities Fund shares are owned by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are owned by insiders. Comparatively, 0.8% of Gabelli Convertible & Income Securities Fund shares are owned 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.

Herzfeld Credit Income Fund has a beta of 0.71, meaning that its stock price is 29% less volatile than the broader market. Comparatively, Gabelli Convertible & Income Securities Fund has a beta of 0.75, meaning that its stock price is 25% less volatile than the broader market.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income Fund-$306.16K-86.32N/AN/AN/A
Gabelli Convertible & Income Securities FundN/AN/AN/AN/AN/A

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

Herzfeld Credit Income Fund pays an annual dividend of $7.54 per share and has a dividend yield of 45.8%. Gabelli Convertible & Income Securities Fund pays an annual dividend of $0.48 per share and has a dividend yield of 10.4%.

Summary

Herzfeld Credit Income Fund and Gabelli Convertible & Income Securities Fund tied by winning 3 of the 6 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to Mfs Hi Yld?

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

Mfs Hi Yld has a beta of 0.65, meaning that its stock price is 35% less volatile than the broader market. Comparatively, Herzfeld Credit Income Fund has a beta of 0.71, meaning that its stock price is 29% less volatile than the broader market.

In the previous week, Herzfeld Credit Income Fund had 3 more articles in the media than Mfs Hi Yld. MarketBeat recorded 3 mentions for Herzfeld Credit Income Fund and 0 mentions for Mfs Hi Yld. Herzfeld Credit Income Fund's average media sentiment score of 1.22 beat Mfs Hi Yld's score of 0.00 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Mfs Hi Yld Neutral
Herzfeld Credit Income Fund Positive

32.4% of Mfs Hi Yld shares are owned by institutional investors. Comparatively, 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, large money managers and hedge funds believe a company will outperform the market over the long term.

Company Net Margins Return on Equity Return on Assets
Mfs Hi YldN/A N/A N/A
Herzfeld Credit Income Fund N/A N/A N/A

Mfs Hi Yld pays an annual dividend of $0.02 per share and has a dividend yield of 0.6%. Herzfeld Credit Income Fund pays an annual dividend of $7.54 per share and has a dividend yield of 45.8%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Mfs Hi YldN/AN/AN/AN/AN/A
Herzfeld Credit Income Fund-$306.16K-86.32N/AN/AN/A

Summary

Herzfeld Credit Income Fund beats Mfs Hi Yld on 5 of the 7 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$25.89M$483.20M$6.00B$12.22B
Dividend Yield44.76%9.32%5.26%6.12%
P/E RatioN/A1.3229.2124.17
Price / Sales-86.321,671.051,453.8898.88
Price / CashN/AN/A83.1054.37
Price / BookN/AN/A6.696.35
Net IncomeN/AN/A$1.14B$337.63M
7 Day Performance-1.70%-0.89%-0.33%0.06%
1 Month Performance-10.72%-2.70%0.42%-0.15%
1 Year Performance-35.47%2.74%18.15%27.55%

Herzfeld Credit Income Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HERZ
Herzfeld Credit Income Fund
N/A$16.46
+2.1%
N/A-35.2%$25.89M-$306.16KN/AN/A
PTMN
Portman Ridge Finance
N/A$7.46
+1.2%
N/A-43.3%$98.41M-$2.85MN/A25
MGF
Mfs Govt Mkts
N/A$2.84
-2.4%
N/A-9.3%$92.56MN/AN/AN/A
BCIC
Portman Ridge Finance
3.6268 of 5 stars
$7.45
-0.1%
$9.00
+20.8%
N/A$92.23M$61.15MN/A25
GCV
Gabelli Convertible & Income Securities Fund
N/A$4.57
-0.7%
N/A+21.9%$91.63M$20.67MN/AN/A

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This page (NASDAQ:HERZ) was last updated on 6/27/2026 by MarketBeat.com Staff.
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