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Herzfeld Credit Income Fund (HERZ) Competitors

Herzfeld Credit Income Fund logo
$16.39 +0.20 (+1.24%)
As of 01:20 PM Eastern
This is a fair market value price provided by Massive. Learn more.

HERZ vs. PTMN, IGAC, BCIC, TAVI, and JATT

Should you buy Herzfeld Credit Income Fund stock or one of its competitors? Herzfeld Credit Income Fund's main competitors and comparable companies include Portman Ridge Finance (PTMN), IG Acquisition (IGAC), Portman Ridge Finance (BCIC), Tavia Acquisition (TAVI), and JATT Acquisition (JATT). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

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 finance companies, but which is the better investment? We will compare the two companies based on the strength of their risk, dividends, analyst recommendations, institutional ownership, media sentiment, valuation, earnings and profitability.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Portman Ridge Finance-$2.85M-34.03-$5.93M-$0.93N/A
Herzfeld Credit Income FundN/AN/AN/AN/AN/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 0.72, meaning that its stock price is 28% less volatile than the broader market.

Portman Ridge Finance pays an annual dividend of $1.88 per share and has a dividend yield of 25.6%. Herzfeld Credit Income Fund pays an annual dividend of $7.72 per share and has a dividend yield of 47.1%. Portman Ridge Finance pays out -202.2% of its earnings in the form of a dividend.

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

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

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 0.66 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

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 IG Acquisition?

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

Herzfeld Credit Income Fund has a beta of 0.72, suggesting that its share price is 28% less volatile than the broader market. Comparatively, IG Acquisition has a beta of -0.02, suggesting that its share price is 102% less volatile than the broader market.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income FundN/AN/AN/AN/AN/A
IG AcquisitionN/AN/A$17.37MN/AN/A

15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. Comparatively, 38.8% of IG Acquisition shares are held by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are held by company insiders. Comparatively, 20.0% of IG Acquisition shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

In the previous week, Herzfeld Credit Income Fund had 1 more articles in the media than IG Acquisition. MarketBeat recorded 1 mentions for Herzfeld Credit Income Fund and 0 mentions for IG Acquisition. Herzfeld Credit Income Fund's average media sentiment score of 0.66 beat IG Acquisition's score of 0.00 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the media.

Company Overall Sentiment
Herzfeld Credit Income Fund Positive
IG Acquisition Neutral

Herzfeld Credit Income Fund's return on equity of 0.00% beat IG Acquisition's return on equity.

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
IG Acquisition N/A -73.89%6.47%

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
IG Acquisition
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

Summary

Herzfeld Credit Income Fund beats IG Acquisition on 5 of the 8 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 finance companies, but which is the superior investment? We will compare the two companies based on the strength of their valuation, earnings, media sentiment, institutional ownership, analyst recommendations, profitability, dividends and risk.

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, 1.3% of Portman Ridge Finance shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

In the previous week, Portman Ridge Finance had 2 more articles in the media than Herzfeld Credit Income Fund. MarketBeat recorded 3 mentions for Portman Ridge Finance and 1 mentions for Herzfeld Credit Income Fund. Portman Ridge Finance's average media sentiment score of 0.70 beat Herzfeld Credit Income Fund's score of 0.66 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)
Positive
Portman Ridge Finance
1 Very Positive mention(s)
1 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 0.72, indicating that its share price is 28% less volatile than the broader market. Comparatively, Portman Ridge Finance has a beta of 0.5, indicating that its share price is 50% less volatile than the broader market.

Portman Ridge Finance has a consensus target price of $9.25, indicating a potential upside of 27.41%. Given Portman Ridge Finance's stronger consensus rating and higher possible 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
1 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.80

Herzfeld Credit Income Fund has a net margin of 0.00% compared to Portman Ridge Finance's net margin of -5.72%. Portman Ridge Finance's return on equity of 14.09% 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 -5.72%14.09%5.44%

Herzfeld Credit Income Fund pays an annual dividend of $7.72 per share and has a dividend yield of 47.1%. Portman Ridge Finance pays an annual dividend of $1.08 per share and has a dividend yield of 14.9%. Portman Ridge Finance pays out -196.4% of its earnings in the form of a dividend.

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$61.15M1.47$11.49M-$0.55N/A

Summary

Portman Ridge Finance beats Herzfeld Credit Income Fund on 9 of the 13 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to Tavia Acquisition?

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

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
Tavia Acquisition
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

In the previous week, Herzfeld Credit Income Fund had 1 more articles in the media than Tavia Acquisition. MarketBeat recorded 1 mentions for Herzfeld Credit Income Fund and 0 mentions for Tavia Acquisition. Tavia Acquisition's average media sentiment score of 1.95 beat Herzfeld Credit Income Fund's score of 0.66 indicating that Tavia Acquisition is being referred to more favorably in the news media.

Company Overall Sentiment
Herzfeld Credit Income Fund Positive
Tavia Acquisition Very Positive

15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are held by insiders. Comparatively, 25.6% of Tavia Acquisition shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
Tavia Acquisition N/A N/A N/A

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

Herzfeld Credit Income Fund has a beta of 0.72, suggesting that its stock price is 28% less volatile than the broader market. Comparatively, Tavia Acquisition has a beta of 0.01, suggesting that its stock price is 99% less volatile than the broader market.

Summary

Herzfeld Credit Income Fund beats Tavia Acquisition on 4 of the 6 factors compared between the two stocks.

How does Herzfeld Credit Income Fund compare to JATT Acquisition?

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

In the previous week, Herzfeld Credit Income Fund had 1 more articles in the media than JATT Acquisition. MarketBeat recorded 1 mentions for Herzfeld Credit Income Fund and 0 mentions for JATT Acquisition. Herzfeld Credit Income Fund's average media sentiment score of 0.66 beat JATT Acquisition's score of 0.00 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the media.

Company Overall Sentiment
Herzfeld Credit Income Fund Positive
JATT Acquisition Neutral

Herzfeld Credit Income Fund's return on equity of 0.00% beat JATT Acquisition's return on equity.

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
JATT Acquisition N/A -49.58%2.84%

15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. Comparatively, 48.0% of JATT Acquisition shares are held by institutional investors. 42.5% of Herzfeld Credit Income Fund shares are held by company insiders. Comparatively, 20.0% of JATT Acquisition 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income FundN/AN/AN/AN/AN/A
JATT AcquisitionN/AN/A$6.85MN/AN/A

Summary

Herzfeld Credit Income Fund beats JATT Acquisition 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 FundCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$26.38M$5.66B$14.09B$12.89B
Dividend Yield47.65%7.42%5.89%9.14%
P/E RatioN/A31.5826.1925.42
Price / SalesN/A1,231.67513.7993.08
Price / CashN/A48.0730.8435.62
Price / BookN/A3.582.786.44
Net IncomeN/A$419.48M$1.32B$358.18M
7 Day Performance3.16%7.80%4.30%1.02%
1 Month Performance3.82%-0.11%1.14%-0.48%
1 Year Performance-34.19%6.73%11.38%13.82%

Herzfeld Credit Income Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HERZ
Herzfeld Credit Income Fund
N/A$16.39
+1.2%
N/A-35.7%$26.42MN/AN/AN/A
PTMN
Portman Ridge Finance
N/A$7.78
-0.1%
N/A-39.6%$102.57M-$2.85MN/A25
IGAC
IG Acquisition
N/A$10.10
+0.5%
N/A-0.2%$101.36MN/AN/A2
BCIC
Portman Ridge Finance
4.3007 of 5 stars
$7.62
-2.1%
$9.25
+21.4%
N/A$96.28M$61.15M3.4425
TAVI
Tavia Acquisition
1.0247 of 5 stars
$10.75
+0.5%
N/A+4.6%$93.66MN/AN/A2

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This page (NASDAQ:HERZ) was last updated on 9/8/2026 by MarketBeat.com Staff.
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