The Herzfeld Caribbean Basin Fund (CUBA) Competitors $2.52 -0.02 (-0.59%) As of 07/3/2025 01:04 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisChartCompetitorsDividendHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock CUBA vs. MSD, NNY, BANX, JHS, ECF, GGT, NAZ, CXE, KF, and GECCShould you be buying The Herzfeld Caribbean Basin Fund stock or one of its competitors? The main competitors of The Herzfeld Caribbean Basin Fund include Morgan Stanley Emerging Markets Debt Fund (MSD), Nuveen New York Municipal Valu (NNY), ArrowMark Financial (BANX), John Hancock Income Securities Trust (JHS), Ellsworth Growth and Income Fund (ECF), Gabelli Multimedia Trust (GGT), Nuveen Arizona Quality Municipal Income Fund (NAZ), MFS High Income Municipal Trust (CXE), The Korea Fund (KF), and Great Elm Capital Group (GECC). These companies are all part of the "financial services" industry. The Herzfeld Caribbean Basin Fund vs. Its Competitors Morgan Stanley Emerging Markets Debt Fund Nuveen New York Municipal Valu ArrowMark Financial John Hancock Income Securities Trust Ellsworth Growth and Income Fund Gabelli Multimedia Trust Nuveen Arizona Quality Municipal Income Fund MFS High Income Municipal Trust The Korea Fund Great Elm Capital Group Morgan Stanley Emerging Markets Debt Fund (NYSE:MSD) and The Herzfeld Caribbean Basin Fund (NASDAQ:CUBA) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their valuation, analyst recommendations, earnings, institutional ownership, profitability, media sentiment, risk and dividends. Which has more risk & volatility, MSD or CUBA? Morgan Stanley Emerging Markets Debt Fund has a beta of 0.52, indicating that its share price is 48% less volatile than the S&P 500. Comparatively, The Herzfeld Caribbean Basin Fund has a beta of 0.9, indicating that its share price is 10% less volatile than the S&P 500. Is MSD or CUBA a better dividend stock? Morgan Stanley Emerging Markets Debt Fund pays an annual dividend of $0.89 per share and has a dividend yield of 11.5%. The Herzfeld Caribbean Basin Fund pays an annual dividend of $0.47 per share and has a dividend yield of 18.6%. Which has better valuation and earnings, MSD or CUBA? CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioMorgan Stanley Emerging Markets Debt FundN/AN/AN/AN/AN/AThe Herzfeld Caribbean Basin FundN/AN/AN/AN/AN/A Is MSD or CUBA more profitable? Company Net Margins Return on Equity Return on Assets Morgan Stanley Emerging Markets Debt FundN/A N/A N/A The Herzfeld Caribbean Basin Fund N/A N/A N/A Does the media favor MSD or CUBA? In the previous week, The Herzfeld Caribbean Basin Fund had 2 more articles in the media than Morgan Stanley Emerging Markets Debt Fund. MarketBeat recorded 3 mentions for The Herzfeld Caribbean Basin Fund and 1 mentions for Morgan Stanley Emerging Markets Debt Fund. The Herzfeld Caribbean Basin Fund's average media sentiment score of 0.00 beat Morgan Stanley Emerging Markets Debt Fund's score of -1.29 indicating that The Herzfeld Caribbean Basin Fund is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Morgan Stanley Emerging Markets Debt Fund 0 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 1 Very Negative mention(s) Negative The Herzfeld Caribbean Basin Fund 0 Very Positive mention(s) 0 Positive mention(s) 3 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral Do institutionals and insiders have more ownership in MSD or CUBA? 15.7% of The Herzfeld Caribbean Basin Fund shares are held by institutional investors. 41.8% of The Herzfeld Caribbean Basin Fund shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term. SummaryThe Herzfeld Caribbean Basin Fund beats Morgan Stanley Emerging Markets Debt Fund on 6 of the 6 factors compared between the two stocks. Get The Herzfeld Caribbean Basin Fund News Delivered to You Automatically Sign up to receive the latest news and ratings for CUBA and its competitors with MarketBeat's FREE daily newsletter. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?This chart shows the number of new MarketBeat users adding CUBA and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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.Skip Chart CUBA vs. The Competition Export to ExcelMetricThe Herzfeld Caribbean Basin FundFIN IndustryFinance SectorNASDAQ ExchangeMarket Cap$39.62M$3.72B$12.13B$9.05BDividend Yield18.45%6.77%5.53%3.99%P/E RatioN/AN/A20.0420.23Price / SalesN/A18.8425.67119.26Price / CashN/A17.7518.7128.59Price / BookN/A1.172.285.65Net IncomeN/A$158.51M$998.26M$249.15M7 Day Performance-0.98%1.51%2.25%3.28%1 Month Performance4.77%2.44%3.69%3.95%1 Year Performance9.31%2.80%541.99%20.98% The Herzfeld Caribbean Basin Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)CUBAThe Herzfeld Caribbean Basin FundN/A$2.53-0.6%N/A+8.4%$39.62MN/A0.00N/ANews CoverageMSDMorgan Stanley Emerging Markets Debt FundN/A$7.72-1.5%N/A+4.2%$159.13MN/A0.00N/ANegative NewsNNYNuveen New York Municipal ValuN/A$8.10+0.2%N/A-2.8%$152.60MN/A0.00N/ANews CoverageDividend AnnouncementBANXArrowMark FinancialN/A$20.93+0.4%N/A+11.5%$148.59MN/A0.0015,600Negative NewsJHSJohn Hancock Income Securities TrustN/A$11.28+0.4%N/A+2.8%$141.10MN/A0.00N/AECFEllsworth Growth and Income FundN/A$10.25+1.0%N/A+23.7%$140.25M$26.44M0.00N/ANews CoverageGGTGabelli Multimedia TrustN/A$4.14flatN/A-18.2%$138.11MN/A0.00N/ANews CoveragePositive NewsNAZNuveen Arizona Quality Municipal Income FundN/A$11.77+1.7%N/A+4.4%$134.13MN/A0.00N/ANews CoverageDividend AnnouncementCXEMFS High Income Municipal TrustN/A$3.56+0.6%N/A-3.5%$131.89MN/A0.00147,000News CoveragePositive NewsDividend IncreaseKFThe Korea FundN/A$26.91+1.5%N/A+6.4%$128.13MN/A0.00N/AGECCGreat Elm Capital Group2.2527 of 5 stars$10.66-1.0%N/A+4.8%$124.33M$39.32M26.65N/APositive News Related Companies and Tools Related Companies MSD Competitors NNY Competitors BANX Competitors JHS Competitors ECF Competitors GGT Competitors NAZ Competitors CXE Competitors KF Competitors GECC Competitors Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NASDAQ:CUBA) was last updated on 7/6/2025 by MarketBeat.com Staff From Our PartnersThis Signal Only Flashes Once Every 4 Years – And It Just TriggeredThis same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...Crypto Swap Profits | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredA new rule goes live in July — and the banks are quietly cashing inA little-known regulation quietly goes into effect this July. 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