Herzfeld Credit Income Fund (HERZ) Competitors

$18.25 -0.30 (-1.62%)

Closing price 05/15/2026 03:52 PM Eastern

Extended Trading

$18.30 +0.05 (+0.27%)

As of 05/15/2026 07:29 PM Eastern

HERZ vs. PCF, PTMN, NMI, BCIC, and OCCI

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 High Income Securities Fund (PCF), Portman Ridge Finance (PTMN), Nuveen Municipal Income Fund (NMI), Portman Ridge Finance (BCIC), and OFS Credit (OCCI). These companies are all part of the "financial services" industry.

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

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

In the previous week, Herzfeld Credit Income Fund had 4 more articles in the media than High Income Securities Fund. MarketBeat recorded 4 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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
High Income Securities Fund	$4.56M	23.29	N/A	N/A	N/A
Herzfeld Credit Income Fund	N/A	N/A	N/A	N/A	N/A

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 endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

High Income Securities Fund has a beta of 0.66, indicating that its share price is 34% less volatile than the broader market. Comparatively, Herzfeld Credit Income Fund has a beta of 0.7, indicating that its share price is 30% less volatile than the broader market.

High Income Securities Fund pays an annual dividend of $0.76 per share and has a dividend yield of 13.4%. Herzfeld Credit Income Fund pays an annual dividend of $9.36 per share and has a dividend yield of 51.3%.

Summary

Herzfeld Credit Income Fund beats High Income Securities Fund on 5 of the 7 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 financial services companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, profitability, media sentiment, earnings, risk, dividends, valuation and analyst recommendations.

Herzfeld Credit Income Fund has a beta of 0.7, indicating that its share price is 30% less volatile than the broader market. Comparatively, Portman Ridge Finance has a beta of 0.6, indicating that its share price is 40% less volatile than the broader market.

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Herzfeld Credit Income Fund	N/A	N/A	N/A	N/A	N/A
Portman Ridge Finance	-$2.85M	-35.57	-$5.93M	-$0.93	N/A

Herzfeld Credit Income Fund pays an annual dividend of $9.36 per share and has a dividend yield of 51.3%. Portman Ridge Finance pays an annual dividend of $1.88 per share and has a dividend yield of 24.5%. Portman Ridge Finance pays out -202.2% of its earnings in the form of a dividend.

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

In the previous week, Herzfeld Credit Income Fund had 3 more articles in the media than Portman Ridge Finance. MarketBeat recorded 4 mentions for Herzfeld Credit Income Fund and 1 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 media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Herzfeld Credit Income Fund	1 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Portman Ridge Finance	0 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	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 Fund	N/A	N/A	N/A
Portman Ridge Finance	-15.92%	11.49%	4.54%

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 Nuveen Municipal Income Fund?

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

Nuveen Municipal Income Fund has a beta of 0.3, indicating that its stock price is 70% less volatile than the broader market. Comparatively, Herzfeld Credit Income Fund has a beta of 0.7, indicating that its stock price is 30% less volatile than the broader market.

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

Nuveen Municipal Income Fund pays an annual dividend of $0.30 per share and has a dividend yield of 2.8%. Herzfeld Credit Income Fund pays an annual dividend of $9.36 per share and has a dividend yield of 51.3%.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Nuveen Municipal Income Fund	$3.21M	34.83	N/A	N/A	N/A
Herzfeld Credit Income Fund	N/A	N/A	N/A	N/A	N/A

16.6% of Nuveen Municipal 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 Nuveen Municipal Income Fund shares are held by company insiders. Comparatively, 42.5% of Herzfeld Credit Income Fund shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

In the previous week, Herzfeld Credit Income Fund had 4 more articles in the media than Nuveen Municipal Income Fund. MarketBeat recorded 4 mentions for Herzfeld Credit Income Fund and 0 mentions for Nuveen Municipal Income Fund. Herzfeld Credit Income Fund's average media sentiment score of 0.54 beat Nuveen Municipal Income 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
Nuveen Municipal Income Fund	Neutral
Herzfeld Credit Income Fund	Positive

Summary

Herzfeld Credit Income Fund beats Nuveen Municipal Income Fund on 5 of the 7 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:BCIC) are both small-cap financial services companies, but which is the superior investment? We will compare the two companies based on the strength of their analyst recommendations, profitability, risk, media sentiment, valuation, earnings, institutional ownership and dividends.

Herzfeld Credit Income Fund has a beta of 0.7, meaning that its stock price is 30% less volatile than the broader market. Comparatively, Portman Ridge Finance has a beta of 0.51, meaning that its stock price is 49% less volatile than the broader market.

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
Herzfeld Credit Income Fund	N/A	N/A	N/A
Portman Ridge Finance	2.10%	13.87%	5.37%

Herzfeld Credit Income Fund pays an annual dividend of $9.36 per share and has a dividend yield of 51.3%. Portman Ridge Finance pays an annual dividend of $1.08 per share and has a dividend yield of 14.1%. Portman Ridge Finance pays out -450.0% of its earnings in the form of a dividend.

Portman Ridge Finance has a consensus target price of $9.00, indicating a potential upside of 17.34%. Given Portman Ridge Finance's stronger consensus rating and higher possible upside, 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
Herzfeld Credit Income Fund	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00
Portman Ridge Finance	1 Sell rating(s)	3 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	1.75

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Herzfeld Credit Income Fund	N/A	N/A	N/A	N/A	N/A
Portman Ridge Finance	$7.27M	13.06	$11.49M	-$0.24	N/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 insiders. Comparatively, 1.3% 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 company is poised for long-term growth.

In the previous week, Herzfeld Credit Income Fund had 2 more articles in the media than Portman Ridge Finance. MarketBeat recorded 4 mentions for Herzfeld Credit Income Fund and 2 mentions for Portman Ridge Finance. Portman Ridge Finance's average media sentiment score of 1.93 beat Herzfeld Credit Income Fund's score of 0.54 indicating that Portman Ridge Finance is being referred to more favorably in the news media.

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

Summary

Portman Ridge Finance beats Herzfeld Credit Income Fund on 9 of the 13 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to OFS Credit?

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

Herzfeld Credit Income Fund has a beta of 0.7, indicating that its stock price is 30% less volatile than the broader market. Comparatively, OFS Credit has a beta of 0.66, indicating that its stock price is 34% less volatile than the broader market.

In the previous week, Herzfeld Credit Income Fund had 2 more articles in the media than OFS Credit. MarketBeat recorded 4 mentions for Herzfeld Credit Income Fund and 2 mentions for OFS Credit. OFS Credit's average media sentiment score of 1.37 beat Herzfeld Credit Income Fund's score of 0.54 indicating that OFS Credit is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Herzfeld Credit Income Fund	1 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
OFS Credit	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
Herzfeld Credit Income Fund	N/A	N/A	N/A
OFS Credit	N/A	N/A	N/A

15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. Comparatively, 23.8% of OFS Credit shares are owned by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are owned by company insiders. Comparatively, 1.0% of OFS Credit shares are owned 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.

Herzfeld Credit Income Fund has higher revenue and earnings than OFS Credit.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Herzfeld Credit Income Fund	N/A	N/A	N/A	N/A	N/A
OFS Credit	-$5.74M	-17.50	-$38.11M	-$1.31	N/A

Herzfeld Credit Income Fund pays an annual dividend of $9.36 per share and has a dividend yield of 51.3%. OFS Credit pays an annual dividend of $1.30 per share and has a dividend yield of 37.7%. OFS Credit pays out -99.2% of its earnings in the form of a dividend.

Summary

Herzfeld Credit Income Fund beats OFS Credit 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.

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.

HERZ vs. The Competition

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Metric	Herzfeld Credit Income Fund	Investment Trusts & Mutual Funds Industry	Financial Sector	NASDAQ Exchange
Market Cap	$29.31M	$511.01M	$5.16B	$12.30B
Dividend Yield	51.30%	9.28%	5.25%	5.26%
P/E Ratio	N/A	1.35	15.92	25.27
Price / Sales	N/A	1,252.08	998.03	62.35
Price / Cash	N/A	N/A	90.25	54.86
Price / Book	N/A	N/A	6.59	6.90
Net Income	N/A	N/A	$1.15B	$334.66M
7 Day Performance	1.84%	-0.26%	-0.26%	0.12%
1 Month Performance	6.73%	0.41%	0.64%	-0.18%
1 Year Performance	-30.08%	5.14%	18.08%	30.62%

Herzfeld Credit Income Fund Competitors List

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Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
HERZ Herzfeld Credit Income Fund	N/A	$18.25 -1.6%	N/A	-30.1%	$29.31M	N/A	N/A	N/A	Short Interest Increase
PCF High Income Securities Fund	N/A	$5.67 +0.2%	N/A	-11.1%	$106.10M	$12.70M	N/A	N/A
PTMN Portman Ridge Finance	N/A	$8.02 +0.9%	N/A	-39.5%	$105.80M	-$2.85M	N/A	25
NMI Nuveen Municipal Income Fund	N/A	$10.05 +2.2%	N/A	+9.8%	$103.36M	$3.21M	N/A	N/A
BCIC Portman Ridge Finance	3.9106 of 5 stars	$7.96 -0.7%	$9.00 +13.1%	N/A	$98.60M	$16.10M	13.97	25	Analyst Upgrade

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This page (NASDAQ:HERZ) was last updated on 5/17/2026 by MarketBeat.com Staff.

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Herzfeld Credit Income Fund (HERZ) Competitors

HERZ vs. PCF, PTMN, NMI, BCIC, and OCCI

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

Summary

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

Summary

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

Summary

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

Summary

How does Herzfeld Credit Income Fund compare to OFS Credit?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

HERZ vs. The Competition

Herzfeld Credit Income Fund Competitors List

Related Companies and Tools

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Herzfeld Credit Income Fund (HERZ) Competitors

HERZ vs. PCF, PTMN, NMI, BCIC, and OCCI

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

Is PCF or HERZ more profitable?

Does the media favor PCF or HERZ?

Which has preferable earnings and valuation, PCF or HERZ?

Do institutionals and insiders have more ownership in PCF or HERZ?

Which has more volatility & risk, PCF or HERZ?

Is PCF or HERZ a better dividend stock?

Summary

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

Which has more volatility and risk, HERZ or PTMN?

Which has stronger valuation & earnings, HERZ or PTMN?

Is HERZ or PTMN a better dividend stock?

Do insiders & institutionals have more ownership in HERZ or PTMN?

Does the media favor HERZ or PTMN?

Is HERZ or PTMN more profitable?

Summary

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

Which has more volatility & risk, NMI or HERZ?

Is NMI or HERZ more profitable?

Is NMI or HERZ a better dividend stock?

Which has stronger valuation and earnings, NMI or HERZ?

Do institutionals & insiders have more ownership in NMI or HERZ?

Does the media prefer NMI or HERZ?

Summary

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

Which has more volatility and risk, HERZ or BCIC?

Is HERZ or BCIC more profitable?

Is HERZ or BCIC a better dividend stock?

Do analysts prefer HERZ or BCIC?

Which has better valuation & earnings, HERZ or BCIC?

Do institutionals and insiders believe in HERZ or BCIC?

Does the media refer more to HERZ or BCIC?

Summary

How does Herzfeld Credit Income Fund compare to OFS Credit?

Which has more volatility and risk, HERZ or OCCI?

Does the media prefer HERZ or OCCI?

Is HERZ or OCCI more profitable?

Do institutionals & insiders believe in HERZ or OCCI?

Which has higher earnings and valuation, HERZ or OCCI?

Is HERZ or OCCI a better dividend stock?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

HERZ vs. The Competition

Herzfeld Credit Income Fund Competitors List

Related Companies and Tools

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools