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Herzfeld Credit Income Fund (HERZ) Competitors

Herzfeld Credit Income Fund logo
$2.44 +0.01 (+0.41%)
As of 03:59 PM Eastern

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

Should you be buying Herzfeld Credit Income Fund stock or one of its competitors? The main competitors of Herzfeld Credit Income Fund include Nuveen New York Municipal Valu (NNY), Morgan Stanley Emerging Markets Debt Fund (MSD), Ellsworth Growth and Income Fund (ECF), ArrowMark Financial (BANX), John Hancock Income Securities Trust (JHS), 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.

Herzfeld Credit Income Fund vs. Its Competitors

Herzfeld Credit Income Fund (NASDAQ:HERZ) and Nuveen New York Municipal Valu (NYSE:NNY) 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 earnings, risk, dividends, media sentiment, valuation, institutional ownership, profitability and analyst recommendations.

15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. Comparatively, 22.5% of Nuveen New York Municipal Valu shares are owned by institutional investors. 41.8% of Herzfeld Credit Income Fund shares are owned by insiders. Comparatively, 1.0% of Nuveen New York Municipal Valu shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Herzfeld Credit Income Fund has a beta of 0.91, indicating that its stock price is 9% less volatile than the S&P 500. Comparatively, Nuveen New York Municipal Valu has a beta of 0.35, indicating that its stock price is 65% less volatile than the S&P 500.

Herzfeld Credit Income Fund pays an annual dividend of $0.47 per share and has a dividend yield of 19.3%. Nuveen New York Municipal Valu pays an annual dividend of $0.18 per share and has a dividend yield of 2.2%. Nuveen New York Municipal Valu has increased its dividend for 3 consecutive years.

In the previous week, Herzfeld Credit Income Fund and Herzfeld Credit Income Fund both had 1 articles in the media. Herzfeld Credit Income Fund's average media sentiment score of 1.92 beat Nuveen New York Municipal Valu's score of 1.26 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the media.

Company Overall Sentiment
Herzfeld Credit Income Fund Very Positive
Nuveen New York Municipal Valu Positive

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

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

Summary

Herzfeld Credit Income Fund beats Nuveen New York Municipal Valu on 4 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$38.20M$157.81M$6.38B$10.15B
Dividend Yield19.14%9.05%4.31%4.59%
P/E RatioN/A1.041,776.4025.93
Price / SalesN/A12.971,355.37123.65
Price / CashN/AN/A127.4760.44
Price / BookN/AN/A2.066.29
Net IncomeN/AN/A$1.23B$270.77M
7 Day Performance-3.17%0.14%6.81%3.36%
1 Month Performance1.67%0.38%7.90%6.41%
1 Year Performance8.44%1.61%31.48%28.26%

Herzfeld Credit Income Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HERZ
Herzfeld Credit Income Fund
N/A$2.44
+0.4%
N/A+9.0%$38.20MN/A0.00N/APositive News
NNY
Nuveen New York Municipal Valu
N/A$8.08
+0.7%
N/A-3.1%$152.79MN/A0.00N/APositive News
MSD
Morgan Stanley Emerging Markets Debt Fund
N/A$7.51
flat
N/A-3.6%$152.54MN/A0.00N/A
ECF
Ellsworth Growth and Income Fund
N/A$11.04
-0.6%
N/A+32.8%$151.06M$26.44M0.00N/APositive News
BANX
ArrowMark Financial
N/A$20.55
-0.8%
N/A+4.1%$146.46MN/A0.0015,600News Coverage
Short Interest ↓
JHS
John Hancock Income Securities Trust
N/A$11.58
+0.1%
N/A+0.2%$145.49MN/A0.00N/AShort Interest ↑
GGT
Gabelli Multimedia Trust
N/A$4.27
+0.4%
N/A-14.7%$142.44MN/A0.00N/A
NAZ
Nuveen Arizona Quality Municipal Income Fund
N/A$11.87
+0.2%
N/A-1.2%$137.54MN/A0.00N/ANews Coverage
Positive News
Short Interest ↑
CXE
MFS High Income Municipal Trust
N/A$3.55
-0.4%
N/A-5.2%$132.26MN/A0.00147,000Positive News
Short Interest ↓
KF
The Korea Fund
N/A$27.34
-1.5%
N/A+26.6%$132.14MN/A0.00N/AShort Interest ↓
GECC
Great Elm Capital Group
3.3373 of 5 stars
$11.25
+0.1%
N/A+9.9%$130.14M$39.32M7.21N/APositive News

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This page (NASDAQ:HERZ) was last updated on 9/12/2025 by MarketBeat.com Staff
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