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Herzfeld Credit Income Fund (HERZ) Competitors

Herzfeld Credit Income Fund logo
$2.43 -0.01 (-0.41%)
As of 03:58 PM Eastern

HERZ vs. ECF, PTMN, BANX, NNY, MSD, JHS, KF, GGT, CXE, and NAZ

Should you be buying Herzfeld Credit Income Fund stock or one of its competitors? The main competitors of Herzfeld Credit Income Fund include Ellsworth Growth and Income Fund (ECF), Portman Ridge Finance (PTMN), ArrowMark Financial (BANX), Nuveen New York Municipal Valu (NNY), Morgan Stanley Emerging Markets Debt Fund (MSD), John Hancock Income Securities Trust (JHS), The Korea Fund (KF), Gabelli Multimedia Trust (GGT), MFS High Income Municipal Trust (CXE), and Nuveen Arizona Quality Municipal Income Fund (NAZ). These companies are all part of the "financial services" industry.

Herzfeld Credit Income Fund vs. Its Competitors

Ellsworth Growth and Income Fund (NYSE:ECF) and Herzfeld Credit Income Fund (NASDAQ:HERZ) 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 earnings, profitability, risk, institutional ownership, valuation, dividends, analyst recommendations and media sentiment.

In the previous week, Herzfeld Credit Income Fund had 1 more articles in the media than Ellsworth Growth and Income Fund. MarketBeat recorded 2 mentions for Herzfeld Credit Income Fund and 1 mentions for Ellsworth Growth and Income Fund. Ellsworth Growth and Income Fund's average media sentiment score of 1.87 beat Herzfeld Credit Income Fund's score of 0.95 indicating that Ellsworth Growth and Income Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ellsworth Growth and Income Fund
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

Company Net Margins Return on Equity Return on Assets
Ellsworth Growth and Income FundN/A N/A N/A
Herzfeld Credit Income Fund N/A N/A N/A

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ellsworth Growth and Income Fund$26.44M6.12N/AN/AN/A
Herzfeld Credit Income FundN/AN/AN/AN/AN/A

Ellsworth Growth and Income Fund pays an annual dividend of $0.59 per share and has a dividend yield of 5.0%. Herzfeld Credit Income Fund pays an annual dividend of $0.47 per share and has a dividend yield of 19.3%.

35.9% of Ellsworth Growth and Income Fund shares are owned by institutional investors. Comparatively, 15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. 0.5% of Ellsworth Growth and Income Fund shares are owned by insiders. Comparatively, 41.8% 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 will outperform the market over the long term.

Ellsworth Growth and Income Fund has a beta of 1.06, indicating that its stock price is 6% more volatile than the S&P 500. Comparatively, Herzfeld Credit Income Fund has a beta of 0.91, indicating that its stock price is 9% less volatile than the S&P 500.

Summary

Ellsworth Growth and Income Fund beats Herzfeld Credit Income Fund on 4 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$41.26M$171.11M$6.49B$10.58B
Dividend Yield19.06%9.02%4.31%4.69%
P/E RatioN/A1.041,355.8223.37
Price / SalesN/A12.941,358.74135.37
Price / CashN/AN/A48.9731.10
Price / BookN/AN/A2.156.67
Net IncomeN/AN/A$1.22B$276.23M
7 Day Performance1.67%0.24%0.97%3.31%
1 Month Performance-3.57%0.53%7.00%10.76%
1 Year Performance6.35%1.55%38.98%33.58%

Herzfeld Credit Income Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HERZ
Herzfeld Credit Income Fund
N/A$2.43
-0.4%
N/A+6.8%$41.26MN/A0.00N/AShort Interest ↓
ECF
Ellsworth Growth and Income Fund
N/A$11.59
+1.0%
N/A+29.6%$158.59M$26.44M0.00N/APositive News
PTMN
Portman Ridge Finance
N/A$11.92
-1.1%
$14.00
+17.4%
-35.6%$157.25M-$2.85M-12.8225
BANX
ArrowMark Financial
N/A$22.01
+0.2%
N/A+8.0%$156.58M$22.70M0.0015,600Positive News
NNY
Nuveen New York Municipal Valu
N/A$8.23
-0.4%
N/A-2.3%$156.00M$9.81M0.00N/ADividend Announcement
MSD
Morgan Stanley Emerging Markets Debt Fund
N/A$7.49
-0.3%
N/A-6.7%$152.33MN/A0.00N/ANews Coverage
Positive News
JHS
John Hancock Income Securities Trust
N/A$11.68
-0.3%
N/A+1.6%$147.12M$10.86M0.00N/A
KF
The Korea Fund
N/A$30.41
+1.7%
N/A+42.4%$144.51MN/A0.00N/APositive News
GGT
Gabelli Multimedia Trust
N/A$4.29
+1.1%
N/A-13.6%$141.44MN/A0.00N/ANews Coverage
Positive News
Short Interest ↓
CXE
MFS High Income Municipal Trust
N/A$3.70
-0.3%
N/A-5.5%$138.23MN/A0.00147,000Positive News
Dividend Announcement
NAZ
Nuveen Arizona Quality Municipal Income Fund
N/A$11.81
-0.4%
N/A+1.0%$137.42M$8.70M0.00N/ADividend Announcement

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This page (NASDAQ:HERZ) was last updated on 10/6/2025 by MarketBeat.com Staff
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