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Herzfeld Credit Income Fund (HERZ) Competitors

Herzfeld Credit Income Fund logo
$17.45 -0.45 (-2.51%)
Closing price 03:50 PM Eastern
Extended Trading
$17.55 +0.10 (+0.57%)
As of 07:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

HERZ vs. PCF, NMI, PTMN, BCIC, and MGF

Should you be buying Herzfeld Credit Income Fund stock or one of its competitors? The main competitors of Herzfeld Credit Income Fund include High Income Securities Fund (PCF), Nuveen Municipal Income Fund (NMI), Portman Ridge Finance (PTMN), Portman Ridge Finance (BCIC), and Mfs Govt Mkts (MGF). These companies are all part of the "financial services" industry.

How does Herzfeld Credit Income Fund compare to High Income Securities Fund?

High Income Securities Fund (NYSE:PCF) and Herzfeld Credit Income Fund (NASDAQ:HERZ) are both small-cap financial services companies, but which is the better stock? We will contrast the two companies based on the strength of their analyst recommendations, profitability, media sentiment, institutional ownership, risk, dividends, valuation and earnings.

Company Net Margins Return on Equity Return on Assets
High Income Securities FundN/A N/A N/A
Herzfeld Credit Income Fund N/A N/A N/A

High Income Securities Fund has a beta of 0.66, meaning that its stock price is 34% less volatile than the S&P 500. Comparatively, Herzfeld Credit Income Fund has a beta of 0.7, meaning that its stock price is 30% less volatile than the S&P 500.

16.6% of High Income Securities Fund shares are owned by institutional investors. Comparatively, 15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. 1.6% of High Income Securities Fund shares are owned by company insiders. Comparatively, 42.5% of Herzfeld Credit Income Fund shares are owned by company 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.

High Income Securities Fund pays an annual dividend of $0.71 per share and has a dividend yield of 12.5%. Herzfeld Credit Income Fund pays an annual dividend of $9.36 per share and has a dividend yield of 53.6%.

In the previous week, High Income Securities Fund and High Income Securities Fund both had 1 articles in the media. High Income Securities Fund's average media sentiment score of 0.23 beat Herzfeld Credit Income Fund's score of 0.00 indicating that High Income Securities Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
High Income Securities Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Herzfeld Credit Income Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
High Income Securities FundN/AN/AN/AN/AN/A
Herzfeld Credit Income FundN/AN/AN/AN/AN/A

Summary

Herzfeld Credit Income Fund beats High Income Securities Fund on 3 of the 5 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to Nuveen Municipal Income Fund?

Herzfeld Credit Income Fund (NASDAQ:HERZ) and Nuveen Municipal Income Fund (NYSE:NMI) are both small-cap financial services companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, risk, profitability, institutional ownership, media sentiment, earnings and dividends.

15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. Comparatively, 16.6% of Nuveen Municipal Income Fund shares are held by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are held by insiders. Comparatively, 1.0% of Nuveen Municipal Income Fund shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

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

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

Herzfeld Credit Income Fund has a beta of 0.7, meaning that its share price is 30% less volatile than the S&P 500. Comparatively, Nuveen Municipal Income Fund has a beta of 0.3, meaning that its share price is 70% less volatile than the S&P 500.

Herzfeld Credit Income Fund pays an annual dividend of $9.36 per share and has a dividend yield of 53.6%. Nuveen Municipal Income Fund pays an annual dividend of $0.30 per share and has a dividend yield of 3.0%.

In the previous week, Nuveen Municipal Income Fund had 1 more articles in the media than Herzfeld Credit Income Fund. MarketBeat recorded 2 mentions for Nuveen Municipal Income Fund and 1 mentions for Herzfeld Credit Income Fund. Nuveen Municipal Income Fund's average media sentiment score of 0.50 beat Herzfeld Credit Income Fund's score of 0.00 indicating that Nuveen Municipal Income Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Herzfeld Credit Income Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Nuveen Municipal Income Fund
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Herzfeld Credit Income Fund and Nuveen Municipal Income Fund tied by winning 3 of the 6 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to Portman Ridge Finance?

Herzfeld Credit Income Fund (NASDAQ:HERZ) and Portman Ridge Finance (NASDAQ:PTMN) are both small-cap financial services companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, risk, profitability, institutional ownership, media sentiment, earnings and dividends.

15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. Comparatively, 30.1% of Portman Ridge Finance shares are held by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are held by insiders. Comparatively, 2.1% of Portman Ridge Finance shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Herzfeld Credit Income Fund has higher revenue and earnings than Portman Ridge Finance.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income FundN/AN/AN/AN/AN/A
Portman Ridge Finance-$2.85M-37.19-$5.93M-$0.93N/A

Herzfeld Credit Income Fund has a net margin of 0.00% compared to Portman Ridge Finance's net margin of -15.92%. Portman Ridge Finance's return on equity of 11.49% beat Herzfeld Credit Income Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
Portman Ridge Finance -15.92%11.49%4.54%

Herzfeld Credit Income Fund has a beta of 0.7, meaning that its share price is 30% less volatile than the S&P 500. Comparatively, Portman Ridge Finance has a beta of 0.6, meaning that its share price is 40% less volatile than the S&P 500.

Herzfeld Credit Income Fund pays an annual dividend of $9.36 per share and has a dividend yield of 53.6%. Portman Ridge Finance pays an annual dividend of $1.88 per share and has a dividend yield of 23.4%. Portman Ridge Finance pays out -202.2% of its earnings in the form of a dividend.

In the previous week, Herzfeld Credit Income Fund had 1 more articles in the media than Portman Ridge Finance. MarketBeat recorded 1 mentions for Herzfeld Credit Income Fund and 0 mentions for Portman Ridge Finance. Herzfeld Credit Income Fund's average media sentiment score of 0.00 equaled Portman Ridge Finance'saverage media sentiment score.

Company Overall Sentiment
Herzfeld Credit Income Fund Neutral
Portman Ridge Finance Neutral

Summary

Herzfeld Credit Income Fund beats Portman Ridge Finance on 6 of the 10 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to Portman Ridge Finance?

Herzfeld Credit Income Fund (NASDAQ:HERZ) and Portman Ridge Finance (NASDAQ:BCIC) are both small-cap financial services companies, but which is the superior stock? We will compare the two companies based on the strength of their dividends, analyst recommendations, risk, profitability, institutional ownership, media sentiment, valuation and earnings.

Herzfeld Credit Income Fund pays an annual dividend of $9.36 per share and has a dividend yield of 53.6%. Portman Ridge Finance pays an annual dividend of $1.08 per share and has a dividend yield of 13.6%. Portman Ridge Finance pays out 189.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, Herzfeld Credit Income Fund and Herzfeld Credit Income Fund both had 1 articles in the media. Portman Ridge Finance's average media sentiment score of 0.50 beat Herzfeld Credit Income Fund's score of 0.00 indicating that Portman Ridge Finance is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Herzfeld Credit Income Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Portman Ridge Finance
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Herzfeld Credit Income Fund has a beta of 0.7, meaning that its share price is 30% less volatile than the S&P 500. Comparatively, Portman Ridge Finance has a beta of 0.51, meaning that its share price is 49% less volatile than the S&P 500.

Portman Ridge Finance has higher revenue and earnings than Herzfeld Credit Income Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income FundN/AN/AN/AN/AN/A
Portman Ridge Finance$61.15M1.61$11.49M$0.5713.96

15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. Comparatively, 30.1% of Portman Ridge Finance shares are held by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are held by insiders. Comparatively, 2.1% of Portman Ridge Finance shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Portman Ridge Finance has a net margin of 18.79% compared to Herzfeld Credit Income Fund's net margin of 0.00%. Portman Ridge Finance's return on equity of 12.91% beat Herzfeld Credit Income Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
Portman Ridge Finance 18.79%12.91%5.13%

Portman Ridge Finance has a consensus price target of $9.00, suggesting a potential upside of 13.07%. Given Portman Ridge Finance's stronger consensus rating and higher probable upside, analysts clearly believe Portman Ridge Finance is more favorable than Herzfeld Credit Income Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Herzfeld Credit Income Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Portman Ridge Finance
2 Sell rating(s)
2 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50

Summary

Portman Ridge Finance beats Herzfeld Credit Income Fund on 8 of the 12 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to Mfs Govt Mkts?

Herzfeld Credit Income Fund (NASDAQ:HERZ) and Mfs Govt Mkts (NYSE:MGF) are both small-cap financial services companies, but which is the superior stock? We will compare the two companies based on the strength of their dividends, analyst recommendations, risk, profitability, institutional ownership, media sentiment, valuation and earnings.

Herzfeld Credit Income Fund pays an annual dividend of $9.36 per share and has a dividend yield of 53.6%. Mfs Govt Mkts pays an annual dividend of $0.23 per share and has a dividend yield of 8.0%.

In the previous week, Mfs Govt Mkts had 1 more articles in the media than Herzfeld Credit Income Fund. MarketBeat recorded 2 mentions for Mfs Govt Mkts and 1 mentions for Herzfeld Credit Income Fund. Herzfeld Credit Income Fund's average media sentiment score of 0.00 beat Mfs Govt Mkts' score of -0.15 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Herzfeld Credit Income Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Mfs Govt Mkts
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Herzfeld Credit Income Fund has a beta of 0.7, suggesting that its share price is 30% less volatile than the S&P 500. Comparatively, Mfs Govt Mkts has a beta of 0.35, suggesting that its share price is 65% less volatile than the S&P 500.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income FundN/AN/AN/AN/AN/A
Mfs Govt MktsN/AN/AN/AN/AN/A

15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. Comparatively, 54.8% of Mfs Govt Mkts shares are held by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
Mfs Govt Mkts N/A N/A N/A

Summary

Herzfeld Credit Income Fund beats Mfs Govt Mkts 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$28.75M$232.01M$5.63B$11.77B
Dividend Yield52.30%9.34%5.26%5.26%
P/E RatioN/A1.2915.8227.07
Price / SalesN/A1,099.01977.5175.42
Price / CashN/AN/A91.4953.90
Price / BookN/AN/A4.426.69
Net IncomeN/AN/A$1.15B$332.64M
7 Day Performance1.46%0.50%1.01%2.01%
1 Month Performance11.15%1.70%4.06%9.19%
1 Year Performance-30.20%5.28%21.63%39.59%

Herzfeld Credit Income Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HERZ
Herzfeld Credit Income Fund
N/A$17.45
-2.5%
N/AN/A$28.75MN/AN/AN/A
PCF
High Income Securities Fund
N/A$5.59
-1.1%
N/AN/A$104.65MN/AN/AN/A
NMI
Nuveen Municipal Income Fund
N/A$10.03
-2.6%
N/AN/A$103.21MN/AN/AN/A
PTMN
Portman Ridge Finance
N/A$7.77
-0.4%
N/AN/A$102.50M-$2.85MN/A25
BCIC
Portman Ridge Finance
3.748 of 5 stars
$7.87
+1.2%
$9.00
+14.4%
N/A$97.51M$61.15M13.8125

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This page (NASDAQ:HERZ) was last updated on 5/5/2026 by MarketBeat.com Staff.
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