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Herzfeld Credit Income Fund (HERZ) Competitors

Herzfeld Credit Income Fund logo
$17.44 -0.45 (-2.52%)
Closing price 06/5/2026 03:58 PM Eastern
Extended Trading
$17.44 0.00 (0.00%)
As of 06/5/2026 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. PFO, JHI, NIM, PAI, and NMI

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 Flaherty & Crumrine Preferred and Income Fund (PFO), John Hancock Investors Trust (JHI), Nuveen Select Maturities Municipal Fund (NIM), Western Asset Investment Grade Income Fund (PAI), and Nuveen Municipal Income Fund (NMI). These companies are all part of the "financial services" industry.

How does Herzfeld Credit Income Fund compare to Flaherty & Crumrine Preferred and Income Fund?

Flaherty & Crumrine Preferred and Income Fund (NYSE:PFO) and Herzfeld Credit Income Fund (NASDAQ:HERZ) are both small-cap financial services companies, but which is the better business? We will compare the two businesses based on the strength of their institutional ownership, profitability, valuation, analyst recommendations, media sentiment, earnings, risk and dividends.

12.9% of Flaherty & Crumrine Preferred and Income Fund 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 hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Flaherty & Crumrine Preferred and Income Fund pays an annual dividend of $0.64 per share and has a dividend yield of 7.0%. Herzfeld Credit Income Fund pays an annual dividend of $7.21 per share and has a dividend yield of 41.3%.

In the previous week, Flaherty & Crumrine Preferred and Income Fund's average media sentiment score of 1.83 beat Herzfeld Credit Income Fund's score of 0.00 indicating that Flaherty & Crumrine Preferred and Income Fund is being referred to more favorably in the media.

Company Overall Sentiment
Flaherty & Crumrine Preferred and Income Fund Very Positive
Herzfeld Credit Income Fund Neutral

Flaherty & Crumrine Preferred and Income Fund has a beta of 0.75, indicating that its share price is 25% 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Flaherty & Crumrine Preferred and Income FundN/AN/AN/AN/AN/A
Herzfeld Credit Income FundN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
Flaherty & Crumrine Preferred and Income FundN/A N/A N/A
Herzfeld Credit Income Fund N/A N/A N/A

Summary

Herzfeld Credit Income Fund beats Flaherty & Crumrine Preferred and Income Fund on 3 of the 5 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to John Hancock Investors Trust?

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income FundN/AN/AN/AN/AN/A
John Hancock Investors TrustN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
John Hancock Investors Trust N/A N/A N/A

Herzfeld Credit Income Fund has a beta of 0.71, suggesting that its share price is 29% less volatile than the broader market. Comparatively, John Hancock Investors Trust has a beta of 0.67, suggesting that its share price is 33% less volatile than the broader market.

15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. Comparatively, 27.0% of John Hancock Investors Trust 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 large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Herzfeld Credit Income Fund pays an annual dividend of $7.21 per share and has a dividend yield of 41.3%. John Hancock Investors Trust pays an annual dividend of $1.24 per share and has a dividend yield of 9.4%.

In the previous week, John Hancock Investors Trust had 1 more articles in the media than Herzfeld Credit Income Fund. MarketBeat recorded 1 mentions for John Hancock Investors Trust and 0 mentions for Herzfeld Credit Income Fund. John Hancock Investors Trust's average media sentiment score of 2.00 beat Herzfeld Credit Income Fund's score of 0.00 indicating that John Hancock Investors Trust is being referred to more favorably in the news media.

Company Overall Sentiment
Herzfeld Credit Income Fund Neutral
John Hancock Investors Trust Very Positive

Summary

Herzfeld Credit Income Fund and John Hancock Investors Trust tied by winning 3 of the 6 factors compared between the two stocks.

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

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

32.2% of Nuveen Select Maturities Municipal Fund 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 hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Nuveen Select Maturities Municipal Fund pays an annual dividend of $0.23 per share and has a dividend yield of 2.5%. Herzfeld Credit Income Fund pays an annual dividend of $7.21 per share and has a dividend yield of 41.3%.

Nuveen Select Maturities Municipal Fund has a beta of 0.2, suggesting that its stock price is 80% less volatile than the broader market. Comparatively, Herzfeld Credit Income Fund has a beta of 0.71, suggesting that its stock price is 29% less volatile than the broader market.

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

In the previous week, Nuveen Select Maturities Municipal Fund had 1 more articles in the media than Herzfeld Credit Income Fund. MarketBeat recorded 1 mentions for Nuveen Select Maturities Municipal Fund and 0 mentions for Herzfeld Credit Income Fund. Nuveen Select Maturities Municipal Fund's average media sentiment score of 1.00 beat Herzfeld Credit Income Fund's score of 0.00 indicating that Nuveen Select Maturities Municipal Fund is being referred to more favorably in the media.

Company Overall Sentiment
Nuveen Select Maturities Municipal Fund Positive
Herzfeld Credit Income Fund Neutral

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Nuveen Select Maturities Municipal FundN/AN/AN/AN/AN/A
Herzfeld Credit Income FundN/AN/AN/AN/AN/A

Summary

Nuveen Select Maturities Municipal Fund and Herzfeld Credit Income Fund tied by winning 3 of the 6 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to Western Asset Investment Grade Income Fund?

Herzfeld Credit Income Fund (NASDAQ:HERZ) and Western Asset Investment Grade Income Fund (NYSE:PAI) 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 institutional ownership, risk, valuation, profitability, media sentiment, earnings, analyst recommendations and dividends.

Herzfeld Credit Income Fund pays an annual dividend of $7.21 per share and has a dividend yield of 41.3%. Western Asset Investment Grade Income Fund pays an annual dividend of $0.63 per share and has a dividend yield of 5.2%.

Herzfeld Credit Income Fund has a beta of 0.71, suggesting that its share price is 29% less volatile than the broader market. Comparatively, Western Asset Investment Grade Income Fund has a beta of 0.49, suggesting that its share price is 51% less volatile than the broader market.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income FundN/AN/AN/AN/AN/A
Western Asset Investment Grade Income Fund$9.93M11.57N/AN/AN/A

15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. Comparatively, 19.0% of Western Asset Investment Grade Income Fund shares are owned by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are owned by insiders. Comparatively, 1.0% of Western Asset Investment Grade Income Fund shares are owned 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.

In the previous week, Western Asset Investment Grade Income Fund had 1 more articles in the media than Herzfeld Credit Income Fund. MarketBeat recorded 1 mentions for Western Asset Investment Grade Income Fund and 0 mentions for Herzfeld Credit Income Fund. Western Asset Investment Grade Income Fund's average media sentiment score of 1.19 beat Herzfeld Credit Income Fund's score of 0.00 indicating that Western Asset Investment Grade Income Fund is being referred to more favorably in the news media.

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
Western Asset Investment Grade Income Fund N/A N/A N/A

Summary

Western Asset Investment Grade Income Fund beats Herzfeld Credit Income Fund on 4 of the 7 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 business? We will compare the two companies based on the strength of their media sentiment, profitability, analyst recommendations, dividends, earnings, risk, valuation and institutional ownership.

In the previous week, Nuveen Municipal Income Fund had 1 more articles in the media than Herzfeld Credit Income Fund. MarketBeat recorded 1 mentions for Nuveen Municipal Income Fund and 0 mentions for Herzfeld Credit Income Fund. Nuveen Municipal Income Fund's average media sentiment score of 1.00 beat Herzfeld Credit Income Fund's score of 0.00 indicating that Nuveen Municipal Income Fund is being referred to more favorably in the media.

Company Overall Sentiment
Nuveen Municipal Income Fund Positive
Herzfeld Credit Income Fund Neutral

16.6% of Nuveen Municipal Income Fund shares are owned by institutional investors. Comparatively, 15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. 1.0% of Nuveen Municipal Income Fund 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 hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Nuveen Municipal Income Fund has a beta of 0.32, meaning that its stock price is 68% 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.

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

Nuveen Municipal Income Fund pays an annual dividend of $0.27 per share and has a dividend yield of 2.5%. Herzfeld Credit Income Fund pays an annual dividend of $7.21 per share and has a dividend yield of 41.3%.

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

Summary

Nuveen Municipal Income 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 FundInvestment Trusts & Mutual Funds IndustryFinancial SectorNASDAQ Exchange
Market Cap$28.74M$503.80M$5.73B$12.42B
Dividend Yield40.28%9.27%5.28%5.34%
P/E RatioN/A1.3216.3923.63
Price / SalesN/A1,181.231,137.53124.74
Price / CashN/AN/A91.7857.17
Price / BookN/AN/A6.506.35
Net IncomeN/AN/A$1.14B$337.59M
7 Day Performance-3.11%-1.29%-0.87%-2.51%
1 Month Performance-1.88%-1.08%0.53%-0.69%
1 Year Performance-27.63%4.88%18.78%25.37%

Herzfeld Credit Income Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HERZ
Herzfeld Credit Income Fund
N/A$17.44
-2.5%
N/A-27.6%$28.74MN/AN/AN/A
PFO
Flaherty & Crumrine Preferred and Income Fund
N/A$9.09
+0.2%
N/A+0.4%$118.90MN/AN/AN/A
JHI
John Hancock Investors Trust
N/A$13.25
+0.3%
N/A-2.6%$115.81MN/AN/AN/A
NIM
Nuveen Select Maturities Municipal Fund
N/A$9.26
+0.4%
N/A+2.2%$115.29MN/AN/AN/A
PAI
Western Asset Investment Grade Income Fund
N/A$12.08
+0.2%
N/A-2.8%$114.88MN/AN/A204,000

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