Herzfeld Credit Income Fund (HERZ) Competitors

$18.16 -0.83 (-4.35%)

Closing price 05/22/2026 03:57 PM Eastern

Extended Trading

$18.43 +0.27 (+1.51%)

As of 05/22/2026 07:12 PM Eastern

HERZ vs. JHI, NMI, PCF, PTMN, and OCCI

Should you buy Herzfeld Credit Income Fund stock or one of its competitors? MarketBeat compares Herzfeld Credit Income Fund with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Herzfeld Credit Income Fund include John Hancock Investors Trust (JHI), Nuveen Municipal Income Fund (NMI), High Income Securities Fund (PCF), Portman Ridge Finance (PTMN), and OFS Credit (OCCI). These companies are all part of the "financial services" industry.

How does Herzfeld Credit Income Fund compare to John Hancock Investors Trust?

John Hancock Investors Trust (NYSE:JHI) 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 businesses based on the strength of their risk, dividends, earnings, media sentiment, profitability, analyst recommendations, institutional ownership and valuation.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
John Hancock Investors Trust	N/A	N/A	N/A	N/A	N/A
Herzfeld Credit Income Fund	N/A	N/A	N/A	N/A	N/A

John Hancock Investors Trust pays an annual dividend of $1.24 per share and has a dividend yield of 9.4%. Herzfeld Credit Income Fund pays an annual dividend of $9.53 per share and has a dividend yield of 52.5%.

In the previous week, Herzfeld Credit Income Fund had 3 more articles in the media than John Hancock Investors Trust. MarketBeat recorded 4 mentions for Herzfeld Credit Income Fund and 1 mentions for John Hancock Investors Trust. John Hancock Investors Trust's average media sentiment score of 1.46 beat Herzfeld Credit Income Fund's score of 0.75 indicating that John Hancock Investors Trust is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
John Hancock Investors Trust	1 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Herzfeld Credit 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

27.0% of John Hancock Investors Trust shares are held by institutional investors. Comparatively, 15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Company	Net Margins	Return on Equity	Return on Assets
John Hancock Investors Trust	N/A	N/A	N/A
Herzfeld Credit Income Fund	N/A	N/A	N/A

John Hancock Investors Trust has a beta of 0.67, meaning that its stock price is 33% less volatile than the broader market. Comparatively, Herzfeld Credit Income Fund has a beta of 0.7, meaning that its stock price is 30% less volatile than the broader market.

Summary

Herzfeld Credit Income Fund beats John Hancock Investors Trust on 4 of the 6 factors compared between the two stocks.

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

Nuveen Municipal Income Fund (NYSE:NMI) 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.

16.6% of Nuveen Municipal Income Fund shares are owned by institutional investors. Comparatively, 15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. 1.0% of Nuveen Municipal Income Fund shares are owned by insiders. Comparatively, 42.5% 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.

In the previous week, Herzfeld Credit Income Fund had 4 more articles in the media than Nuveen Municipal Income Fund. MarketBeat recorded 4 mentions for Herzfeld Credit Income Fund and 0 mentions for Nuveen Municipal Income Fund. Herzfeld Credit Income Fund's average media sentiment score of 0.75 beat Nuveen Municipal Income Fund's score of 0.00 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the news media.

Company	Overall Sentiment
Nuveen Municipal Income Fund	Neutral
Herzfeld Credit Income Fund	Positive

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Nuveen Municipal Income Fund	N/A	N/A	N/A	N/A	N/A
Herzfeld Credit Income Fund	N/A	N/A	N/A	N/A	N/A

Nuveen Municipal Income Fund has a beta of 0.3, suggesting that its stock price is 70% less volatile than the broader market. Comparatively, Herzfeld Credit Income Fund has a beta of 0.7, suggesting that its stock price is 30% less volatile than the broader market.

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

Nuveen Municipal Income Fund pays an annual dividend of $0.27 per share and has a dividend yield of 2.5%. Herzfeld Credit Income Fund pays an annual dividend of $9.53 per share and has a dividend yield of 52.5%.

Summary

Herzfeld Credit Income Fund beats Nuveen Municipal Income Fund on 5 of the 6 factors compared between the two stocks.

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 superior investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, earnings, dividends, media sentiment, valuation, profitability and institutional ownership.

In the previous week, Herzfeld Credit Income Fund had 3 more articles in the media than High Income Securities Fund. MarketBeat recorded 4 mentions for Herzfeld Credit Income Fund and 1 mentions for High Income Securities Fund. Herzfeld Credit Income Fund's average media sentiment score of 0.75 beat High Income Securities Fund's score of 0.00 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the news media.

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

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

High Income Securities Fund pays an annual dividend of $0.71 per share and has a dividend yield of 12.7%. Herzfeld Credit Income Fund pays an annual dividend of $9.53 per share and has a dividend yield of 52.5%.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
High Income Securities Fund	N/A	N/A	N/A	N/A	N/A
Herzfeld Credit Income Fund	N/A	N/A	N/A	N/A	N/A

High Income Securities Fund has a beta of 0.66, suggesting that its stock price is 34% less volatile than the broader market. Comparatively, Herzfeld Credit Income Fund has a beta of 0.7, suggesting that its stock price is 30% less volatile than the broader market.

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 large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Summary

Herzfeld Credit Income Fund beats High Income Securities Fund on 5 of the 6 factors compared between the two stocks.

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

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

Portman Ridge Finance pays an annual dividend of $1.88 per share and has a dividend yield of 25.0%. Herzfeld Credit Income Fund pays an annual dividend of $9.53 per share and has a dividend yield of 52.5%. 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 4 more articles in the media than Portman Ridge Finance. MarketBeat recorded 4 mentions for Herzfeld Credit Income Fund and 0 mentions for Portman Ridge Finance. Herzfeld Credit Income Fund's average media sentiment score of 0.75 beat Portman Ridge Finance's score of 0.00 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the news media.

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

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
Portman Ridge Finance	-15.92%	11.49%	4.54%
Herzfeld Credit Income Fund	N/A	N/A	N/A

Portman Ridge Finance has a beta of 0.6, meaning that its stock price is 40% less volatile than the broader market. Comparatively, Herzfeld Credit Income Fund has a beta of 0.7, meaning that its stock price is 30% less volatile than the broader market.

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

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Portman Ridge Finance	-$2.85M	-34.85	-$5.93M	-$0.93	N/A
Herzfeld Credit Income Fund	N/A	N/A	N/A	N/A	N/A

Summary

Herzfeld Credit Income Fund beats Portman Ridge Finance on 7 of the 11 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to OFS Credit?

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

Company	Net Margins	Return on Equity	Return on Assets
Herzfeld Credit Income Fund	N/A	N/A	N/A
OFS Credit	N/A	N/A	N/A

Herzfeld Credit Income Fund has higher earnings, but lower revenue than OFS Credit.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Herzfeld Credit Income Fund	N/A	N/A	N/A	N/A	N/A
OFS Credit	$44.15M	2.15	-$38.11M	-$1.31	N/A

Herzfeld Credit Income Fund pays an annual dividend of $9.53 per share and has a dividend yield of 52.5%. OFS Credit pays an annual dividend of $1.18 per share and has a dividend yield of 36.1%. OFS Credit pays out -90.1% of its earnings in the form of a dividend.

15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. Comparatively, 23.8% of OFS Credit shares are held by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are held by insiders. Comparatively, 1.0% of OFS Credit 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 a beta of 0.7, indicating that its stock price is 30% less volatile than the broader market. Comparatively, OFS Credit has a beta of 0.66, indicating that its stock price is 34% less volatile than the broader market.

In the previous week, Herzfeld Credit Income Fund had 3 more articles in the media than OFS Credit. MarketBeat recorded 4 mentions for Herzfeld Credit Income Fund and 1 mentions for OFS Credit. OFS Credit's average media sentiment score of 0.84 beat Herzfeld Credit Income Fund's score of 0.75 indicating that OFS Credit is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Herzfeld Credit 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
OFS Credit	0 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

Herzfeld Credit Income Fund and OFS Credit tied by winning 4 of the 8 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.

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.

HERZ vs. The Competition

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Metric	Herzfeld Credit Income Fund	Investment Trusts & Mutual Funds Industry	Financial Sector	NASDAQ Exchange
Market Cap	$30.49M	$517.22M	$5.90B	$12.34B
Dividend Yield	50.22%	9.31%	5.22%	5.28%
P/E Ratio	N/A	1.33	15.90	25.66
Price / Sales	N/A	1,186.00	1,015.89	86.31
Price / Cash	N/A	N/A	92.81	56.67
Price / Book	N/A	N/A	6.60	7.14
Net Income	N/A	N/A	$1.14B	$335.98M
7 Day Performance	2.50%	0.48%	1.05%	4.15%
1 Month Performance	8.42%	0.56%	2.04%	2.54%
1 Year Performance	-25.90%	5.29%	20.00%	35.06%

Herzfeld Credit Income Fund Competitors List

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Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
HERZ Herzfeld Credit Income Fund	N/A	$18.16 -4.3%	N/A	-25.9%	$30.49M	N/A	N/A	N/A	Dividend Announcement Gap Down
JHI John Hancock Investors Trust	N/A	$13.03 +0.0%	N/A	-0.8%	$113.92M	N/A	N/A	N/A	Positive News
NMI Nuveen Municipal Income Fund	N/A	$10.70 flat	N/A	+10.9%	$110.10M	N/A	N/A	N/A
PCF High Income Securities Fund	N/A	$5.54 -1.9%	N/A	-11.6%	$103.71M	N/A	N/A	N/A	News Coverage
PTMN Portman Ridge Finance	N/A	$7.62 -0.3%	N/A	-36.5%	$100.52M	-$2.85M	N/A	25

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This page (NASDAQ:HERZ) was last updated on 5/26/2026 by MarketBeat.com Staff.

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Herzfeld Credit Income Fund (HERZ) Competitors

HERZ vs. JHI, NMI, PCF, PTMN, and OCCI

How does Herzfeld Credit Income Fund compare to John Hancock Investors Trust?

Summary

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

Summary

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

Summary

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

Summary

How does Herzfeld Credit Income Fund compare to OFS Credit?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

HERZ vs. The Competition

Herzfeld Credit Income Fund Competitors List

Related Companies and Tools

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Herzfeld Credit Income Fund (HERZ) Competitors

HERZ vs. JHI, NMI, PCF, PTMN, and OCCI

How does Herzfeld Credit Income Fund compare to John Hancock Investors Trust?

Which has higher earnings and valuation, JHI or HERZ?

Is JHI or HERZ a better dividend stock?

Does the media refer more to JHI or HERZ?

Do institutionals & insiders hold more shares of JHI or HERZ?

Is JHI or HERZ more profitable?

Which has more risk & volatility, JHI or HERZ?

Summary

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

Do institutionals & insiders believe in NMI or HERZ?

Does the media favor NMI or HERZ?

Which has better earnings & valuation, NMI or HERZ?

Which has more risk and volatility, NMI or HERZ?

Is NMI or HERZ more profitable?

Is NMI or HERZ a better dividend stock?

Summary

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

Does the media prefer PCF or HERZ?

Is PCF or HERZ more profitable?

Is PCF or HERZ a better dividend stock?

Which has preferable valuation and earnings, PCF or HERZ?

Which has more volatility & risk, PCF or HERZ?

Do insiders and institutionals have more ownership in PCF or HERZ?

Summary

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

Is PTMN or HERZ a better dividend stock?

Does the media refer more to PTMN or HERZ?

Is PTMN or HERZ more profitable?

Which has more volatility and risk, PTMN or HERZ?

Do insiders and institutionals have more ownership in PTMN or HERZ?

Which has higher valuation and earnings, PTMN or HERZ?

Summary

How does Herzfeld Credit Income Fund compare to OFS Credit?

Is HERZ or OCCI more profitable?

Which has better earnings & valuation, HERZ or OCCI?

Is HERZ or OCCI a better dividend stock?

Do institutionals and insiders have more ownership in HERZ or OCCI?

Which has more risk and volatility, HERZ or OCCI?

Does the media refer more to HERZ or OCCI?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

HERZ vs. The Competition

Herzfeld Credit Income Fund Competitors List

Related Companies and Tools

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools