Free Trial

Herzfeld Credit Income Fund (HERZ) Competitors

Herzfeld Credit Income Fund logo
$2.40 +0.01 (+0.42%)
As of 04:00 PM Eastern

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

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

Herzfeld Credit Income Fund vs. Its Competitors

Morgan Stanley Emerging Markets Debt Fund (NYSE:MSD) 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 profitability, valuation, institutional ownership, dividends, risk, media sentiment, analyst recommendations and earnings.

15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. 41.8% of Herzfeld Credit Income Fund shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Company Net Margins Return on Equity Return on Assets
Morgan Stanley Emerging Markets Debt 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
Morgan Stanley Emerging Markets Debt FundN/AN/AN/AN/AN/A
Herzfeld Credit Income FundN/AN/AN/AN/AN/A

Morgan Stanley Emerging Markets Debt Fund pays an annual dividend of $0.89 per share and has a dividend yield of 11.9%. Herzfeld Credit Income Fund pays an annual dividend of $0.47 per share and has a dividend yield of 19.6%.

Morgan Stanley Emerging Markets Debt Fund has a beta of 0.52, suggesting that its stock price is 48% less volatile than the S&P 500. Comparatively, Herzfeld Credit Income Fund has a beta of 0.93, suggesting that its stock price is 7% less volatile than the S&P 500.

In the previous week, Morgan Stanley Emerging Markets Debt Fund's average media sentiment score of 0.00 equaled Herzfeld Credit Income Fund'saverage media sentiment score.

Summary

Herzfeld Credit Income Fund beats Morgan Stanley Emerging Markets Debt Fund on 4 of the 4 factors compared between the two stocks.

Get Herzfeld Credit Income 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.

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.
Skip Chart

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.
Skip Chart

HERZ vs. The Competition

MetricHerzfeld Credit Income FundInvestment Trusts & Mutual Funds IndustryFinancial SectorNASDAQ Exchange
Market Cap$37.57M$148.59M$6.49B$9.58B
Dividend Yield19.46%9.07%4.18%4.09%
P/E RatioN/A1.0314.4226.05
Price / SalesN/A10.061,797.23116.07
Price / CashN/AN/A127.2058.48
Price / BookN/AN/A5.136.61
Net IncomeN/AN/A$1.23B$265.56M
7 Day Performance-3.23%0.05%0.84%1.98%
1 Month Performance3.00%0.53%2.47%1.33%
1 Year Performance6.67%0.63%24.89%21.15%

Herzfeld Credit Income Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HERZ
Herzfeld Credit Income Fund
N/A$2.40
+0.4%
N/A+4.8%$37.57MN/A0.00N/AGap Up
MSD
Morgan Stanley Emerging Markets Debt Fund
N/A$7.44
-0.2%
N/A-3.5%$151.12MN/A0.00N/AShort Interest ↓
BANX
ArrowMark Financial
N/A$20.57
+0.8%
N/A+5.7%$145.39MN/A0.0015,600Positive News
ECF
Ellsworth Growth and Income Fund
N/A$10.58
+0.1%
N/A+25.1%$144.77M$26.44M0.00N/ANews Coverage
Positive News
JHS
John Hancock Income Securities Trust
N/A$11.42
-0.3%
N/A+0.1%$143.99MN/A0.00N/A
GGT
Gabelli Multimedia Trust
N/A$4.22
+0.1%
N/A-15.1%$140.44MN/A0.00N/ANews Coverage
Positive News
Dividend Announcement
NAZ
Nuveen Arizona Quality Municipal Income Fund
N/A$11.88
+1.2%
N/A+0.3%$136.15MN/A0.00N/A
KF
The Korea Fund
N/A$27.57
-0.8%
N/A+6.7%$134.36MN/A0.00N/A
CXE
MFS High Income Municipal Trust
N/A$3.59
-0.1%
N/A-8.2%$133.76MN/A0.00147,000Ex-Dividend
GECC
Great Elm Capital Group
3.5113 of 5 stars
$10.94
-0.1%
N/A+10.6%$126.67M$39.32M7.01N/APositive News
Dividend Announcement
JHI
John Hancock Investors Trust
N/A$14.09
+0.1%
N/A+3.3%$123.04MN/A0.00N/A

Related Companies and Tools


This page (NASDAQ:HERZ) was last updated on 8/22/2025 by MarketBeat.com Staff
From Our Partners