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The Herzfeld Caribbean Basin Fund (CUBA) Competitors

The Herzfeld Caribbean Basin Fund logo
$2.70 +0.03 (+1.12%)
Closing price 03:59 PM Eastern
Extended Trading
$2.66 -0.05 (-1.67%)
As of 04:34 PM Eastern
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CUBA vs. NXN, GCV, CXH, EEA, LRFC, RAND, ICMB, MXE, CIF, and EQS

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 Nuveen New York Select Tax-Free Income Portfolio (NXN), The Gabelli Convertible and Income Securities Fund (GCV), MFS Investment Grade Municipal Trust (CXH), The European Equity Fund (EEA), Logan Ridge Finance (LRFC), Rand Capital (RAND), Investcorp Credit Management BDC (ICMB), Mexico Equity & Income Fund (MXE), MFS Intermediate High Income Fund (CIF), and Equus Total Return (EQS). These companies are all part of the "financial services" industry.

The Herzfeld Caribbean Basin Fund vs.

Nuveen New York Select Tax-Free Income Portfolio (NYSE:NXN) and The Herzfeld Caribbean Basin Fund (NASDAQ:CUBA) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, earnings, valuation, media sentiment, risk, analyst recommendations, profitability, institutional ownership and community ranking.

15.7% of The Herzfeld Caribbean Basin Fund shares are owned by institutional investors. 28.8% of The Herzfeld Caribbean Basin 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.

In the previous week, The Herzfeld Caribbean Basin Fund had 9 more articles in the media than Nuveen New York Select Tax-Free Income Portfolio. MarketBeat recorded 9 mentions for The Herzfeld Caribbean Basin Fund and 0 mentions for Nuveen New York Select Tax-Free Income Portfolio. The Herzfeld Caribbean Basin Fund's average media sentiment score of 1.13 beat Nuveen New York Select Tax-Free Income Portfolio's score of 0.00 indicating that The Herzfeld Caribbean Basin Fund is being referred to more favorably in the news media.

The Herzfeld Caribbean Basin Fund received 14 more outperform votes than Nuveen New York Select Tax-Free Income Portfolio when rated by MarketBeat users. Likewise, 73.64% of users gave The Herzfeld Caribbean Basin Fund an outperform vote while only 59.12% of users gave Nuveen New York Select Tax-Free Income Portfolio an outperform vote.

CompanyUnderperformOutperform
Nuveen New York Select Tax-Free Income PortfolioOutperform Votes
81
59.12%
Underperform Votes
56
40.88%
The Herzfeld Caribbean Basin FundOutperform Votes
95
73.64%
Underperform Votes
34
26.36%

Company Net Margins Return on Equity Return on Assets
Nuveen New York Select Tax-Free Income PortfolioN/A N/A N/A
The Herzfeld Caribbean Basin Fund N/A N/A N/A

Nuveen New York Select Tax-Free Income Portfolio has a beta of 0.32, meaning that its stock price is 68% less volatile than the S&P 500. Comparatively, The Herzfeld Caribbean Basin Fund has a beta of 1.14, meaning that its stock price is 14% more volatile than the S&P 500.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Nuveen New York Select Tax-Free Income Portfolio$3.24M23.10N/AN/AN/A
The Herzfeld Caribbean Basin Fund$3.99M4.84N/AN/AN/A

Nuveen New York Select Tax-Free Income Portfolio pays an annual dividend of $0.50 per share and has a dividend yield of 4.3%. The Herzfeld Caribbean Basin Fund pays an annual dividend of $0.36 per share and has a dividend yield of 13.3%.

Summary

The Herzfeld Caribbean Basin Fund beats Nuveen New York Select Tax-Free Income Portfolio on 9 of the 10 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 {thisCompany.Symbol} 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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CUBA vs. The Competition

MetricThe Herzfeld Caribbean Basin FundInvestment offices IndustryFinance SectorNASDAQ Exchange
Market Cap$19.31M$7.86B$11.32B$7.86B
Dividend Yield13.83%6.77%5.39%4.05%
P/E RatioN/A3.6922.6218.67
Price / Sales4.8416.1225.6087.31
Price / CashN/A7.5117.6134.64
Price / BookN/A0.942.704.09
Net IncomeN/A$66.51M$1.03B$246.93M
7 Day PerformanceN/A-0.85%-0.69%-3.79%
1 Month Performance15.88%-2.01%498.37%-6.74%
1 Year Performance5.06%1.98%535.88%-1.88%

The Herzfeld Caribbean Basin Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CUBA
The Herzfeld Caribbean Basin Fund
N/A$2.70
+1.1%
N/A+3.1%$19.31M$3.99M0.00N/AShort Interest ↑
Positive News
NXN
Nuveen New York Select Tax-Free Income Portfolio
N/A$11.74
-0.6%
N/A+1.5%$74.69M$3.24M0.00N/AHigh Trading Volume
GCV
The Gabelli Convertible and Income Securities Fund
N/A$3.80
+0.9%
N/A+0.8%$73.18M$8.06M0.00N/AShort Interest ↑
High Trading Volume
CXH
MFS Investment Grade Municipal Trust
N/A$8.02
+0.1%
N/A+3.7%$65.76M$7.33M0.00147,000Short Interest ↑
EEA
The European Equity Fund
N/A$9.20
+0.1%
N/A+2.1%$63.46M$-1,361,665.000.0014,000High Trading Volume
LRFC
Logan Ridge Finance
2.4066 of 5 stars
$22.20
+2.4%
N/A-2.2%$58.96M$5.26M-17.621Short Interest ↓
Positive News
RAND
Rand Capital
3.094 of 5 stars
$19.01
-4.6%
N/A+36.5%$56.46M$10.13M3.825Positive News
Gap Up
ICMB
Investcorp Credit Management BDC
2.4626 of 5 stars
$3.22
+1.6%
N/A+2.9%$46.39M$9.40M9.762,019Earnings Report
Short Interest ↓
MXE
Mexico Equity & Income Fund
N/A$8.83
-0.5%
N/A-24.6%$38.85M$-6,053,009.000.00N/A
CIF
MFS Intermediate High Income Fund
N/A$1.71
+0.3%
N/A-1.4%$30.79M$4.42M0.00N/ANegative News
EQS
Equus Total Return
1.0242 of 5 stars
$1.05
-3.9%
N/A-30.8%$14.27M$-2,510,000.00-2.102,011Positive News
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This page (NASDAQ:CUBA) was last updated on 4/1/2025 by MarketBeat.com Staff
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