The Herzfeld Caribbean Basin Fund (HERZ) Competitors $2.50 -0.06 (-2.34%) As of 07/11/2025 03:48 PM Eastern Add Compare Share Share Competitors Stock AnalysisChartCompetitorsDividendHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock HERZ vs. MSD, NNY, BANX, JHS, GGT, ECF, 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), Gabelli Multimedia Trust (GGT), Ellsworth Growth and Income Fund (ECF), 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 Gabelli Multimedia Trust Ellsworth Growth and Income Fund 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:HERZ) are both small-cap financial services companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, institutional ownership, profitability, media sentiment, valuation, risk, dividends and analyst recommendations. Does the media refer more to MSD or HERZ? In the previous week, The Herzfeld Caribbean Basin Fund had 1 more articles in the media than Morgan Stanley Emerging Markets Debt Fund. MarketBeat recorded 1 mentions for The Herzfeld Caribbean Basin Fund and 0 mentions for Morgan Stanley Emerging Markets Debt Fund. Morgan Stanley Emerging Markets Debt Fund's average media sentiment score of 0.00 equaled The Herzfeld Caribbean Basin Fund'saverage media sentiment score. Company Overall Sentiment Morgan Stanley Emerging Markets Debt Fund Neutral The Herzfeld Caribbean Basin Fund Neutral Is MSD or HERZ 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 11.8%. The Herzfeld Caribbean Basin Fund pays an annual dividend of $0.47 per share and has a dividend yield of 18.8%. Which has higher valuation & earnings, MSD or HERZ? 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 Do institutionals & insiders have more ownership in MSD or HERZ? 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 company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth. Which has more volatility and risk, MSD or HERZ? 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 HERZ 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 SummaryThe Herzfeld Caribbean Basin Fund beats Morgan Stanley Emerging Markets Debt Fund on 5 of the 5 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 HERZ 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 HERZ 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 HERZ vs. The Competition Export to ExcelMetricThe Herzfeld Caribbean Basin FundInvestment Trusts & Mutual Funds IndustryFinancial SectorNASDAQ ExchangeMarket Cap$40.24M$148.14M$6.13B$9.10BDividend Yield18.16%9.07%4.21%4.00%P/E RatioN/A1.0213.2820.27Price / SalesN/AN/A1,742.0898.72Price / CashN/AN/A128.0758.16Price / BookN/AN/A1.915.49Net IncomeN/AN/A$1.23B$250.45M7 Day Performance-0.99%-0.02%11.19%4.78%1 Month Performance1.63%0.45%6.87%7.67%1 Year Performance3.31%2.31%17.52%16.43% The Herzfeld Caribbean Basin Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)HERZThe Herzfeld Caribbean Basin FundN/A$2.50-2.3%N/A+5.0%$40.24MN/A0.00N/ANews CoverageMSDMorgan Stanley Emerging Markets Debt FundN/A$7.66-1.0%N/A+0.8%$156.90MN/A0.00N/ANNYNuveen New York Municipal ValuN/A$8.09flatN/A-4.0%$152.84MN/A0.00N/ABANXArrowMark FinancialN/A$20.61-1.5%N/A+11.9%$149.16MN/A0.0015,600News CoveragePositive NewsJHSJohn Hancock Income Securities TrustN/A$11.25-0.7%N/A+0.5%$142.33MN/A0.00N/AGGTGabelli Multimedia TrustN/A$4.26flatN/A-15.4%$142.11MN/A0.00N/APositive NewsECFEllsworth Growth and Income FundN/A$10.26-0.3%N/A+24.2%$140.39M$26.44M0.00N/ANAZNuveen Arizona Quality Municipal Income FundN/A$11.92+1.4%N/A+2.5%$136.24MN/A0.00N/ANews CoverageCXEMFS High Income Municipal TrustN/A$3.58-0.3%N/A-5.7%$133.57MN/A0.00147,000News CoverageKFThe Korea FundN/A$26.41-3.6%N/A+5.2%$132.48MN/A0.00N/AGECCGreat Elm Capital Group1.8769 of 5 stars$10.93flatN/A+9.3%$126.18M$39.32M27.33N/APositive News Related Companies and Tools Related Companies MSD Competitors NNY Competitors BANX Competitors JHS Competitors GGT Competitors ECF 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:HERZ) was last updated on 7/12/2025 by MarketBeat.com Staff From Our PartnersI was wrong about TrumpI made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his ...Porter & Company | SponsoredTrump’s Exec Order #14154 could be a “Millionaire-Maker”Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...Paradigm Press | SponsoredThis 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 | SponsoredBuffett’s $325 Billion Cash Problem — Solved by Gold?A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...Golden Portfolio | SponsoredElon’s NEXT Big IPO?Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...Banyan Hill Publishing | SponsoredThe Robotics Revolution has arrived … and one $7 stock could take off as a result.Something big is brewing in Washington. According to my research, an executive order from President Trump c...Weiss Ratings | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding The Herzfeld Caribbean Basin Fund, Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Share The Herzfeld Caribbean Basin Fund With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Free HERZ Stock Alerts