CUBA vs. GCV, CEE, EEA, CIF, NOM, EQS, VFL, AWF, ASA, and DSM
Should you be buying The Herzfeld Caribbean Basin Fund stock or one of its competitors? The main competitors of The Herzfeld Caribbean Basin Fund include The Gabelli Convertible and Income Securities Fund (GCV), The Central and Eastern Europe Fund (CEE), The European Equity Fund (EEA), MFS Intermediate High Income Fund (CIF), Nuveen Missouri Quality Municipal Income Fund (NOM), Equus Total Return (EQS), abrdn National Municipal Income Fund (VFL), AllianceBernstein Global High Income Fund (AWF), ASA Gold and Precious Metals (ASA), and BNY Mellon Strategic Municipal Bond Fund (DSM). These companies are all part of the "investment offices, not elsewhere classified" industry.
The Herzfeld Caribbean Basin Fund (NASDAQ:CUBA) and The Gabelli Convertible and Income Securities Fund (NYSE:GCV) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, dividends, media sentiment, community ranking, risk, earnings, profitability, analyst recommendations and valuation.
The Herzfeld Caribbean Basin Fund pays an annual dividend of $0.20 per share and has a dividend yield of 8.0%. The Gabelli Convertible and Income Securities Fund pays an annual dividend of $0.48 per share and has a dividend yield of 13.0%.
In the previous week, The Herzfeld Caribbean Basin Fund had 1 more articles in the media than The Gabelli Convertible and Income Securities Fund. MarketBeat recorded 2 mentions for The Herzfeld Caribbean Basin Fund and 1 mentions for The Gabelli Convertible and Income Securities Fund. The Herzfeld Caribbean Basin Fund's average media sentiment score of 0.94 beat The Gabelli Convertible and Income Securities Fund's score of -1.00 indicating that The Herzfeld Caribbean Basin Fund is being referred to more favorably in the media.
15.7% of The Herzfeld Caribbean Basin Fund shares are owned by institutional investors. Comparatively, 23.4% of The Gabelli Convertible and Income Securities Fund shares are owned by institutional investors. 17.7% of The Herzfeld Caribbean Basin Fund shares are owned by insiders. Comparatively, 0.8% of The Gabelli Convertible and Income Securities Fund shares are owned 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.
The Herzfeld Caribbean Basin Fund received 9 more outperform votes than The Gabelli Convertible and Income Securities Fund when rated by MarketBeat users. Likewise, 73.64% of users gave The Herzfeld Caribbean Basin Fund an outperform vote while only 71.07% of users gave The Gabelli Convertible and Income Securities Fund an outperform vote.
The Herzfeld Caribbean Basin Fund has a beta of 1.15, indicating that its stock price is 15% more volatile than the S&P 500. Comparatively, The Gabelli Convertible and Income Securities Fund has a beta of 0.87, indicating that its stock price is 13% less volatile than the S&P 500.
Summary
The Herzfeld Caribbean Basin Fund beats The Gabelli Convertible and Income Securities Fund on 7 of the 9 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding CUBA and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartThis 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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