CUBA vs. CXH, LRFC, EEA, ICMB, MXE, CIF, EQS, AGD, AWP, and THQ
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 MFS Investment Grade Municipal Trust (CXH), Logan Ridge Finance (LRFC), The European Equity Fund (EEA), Investcorp Credit Management BDC (ICMB), Mexico Equity & Income Fund (MXE), MFS Intermediate High Income Fund (CIF), Equus Total Return (EQS), Abrdn Global Dynamic Dividend Fund (AGD), abrdn Global Premier Properties Fund (AWP), and Abrdn Healthcare Opportunities Fund (THQ). These companies are all part of the "financial services" industry.
The Herzfeld Caribbean Basin Fund vs.
MFS Investment Grade Municipal Trust (NYSE:CXH) and The Herzfeld Caribbean Basin Fund (NASDAQ:CUBA) are both small-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their media sentiment, analyst recommendations, valuation, dividends, community ranking, profitability, earnings, institutional ownership and risk.
In the previous week, MFS Investment Grade Municipal Trust had 1 more articles in the media than The Herzfeld Caribbean Basin Fund. MarketBeat recorded 1 mentions for MFS Investment Grade Municipal Trust and 0 mentions for The Herzfeld Caribbean Basin Fund. MFS Investment Grade Municipal Trust's average media sentiment score of 1.92 beat The Herzfeld Caribbean Basin Fund's score of 0.00 indicating that MFS Investment Grade Municipal Trust is being referred to more favorably in the media.
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 endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.
MFS Investment Grade Municipal Trust has a beta of 0.6, meaning that its share price is 40% less volatile than the S&P 500. Comparatively, The Herzfeld Caribbean Basin Fund has a beta of 1.15, meaning that its share price is 15% more volatile than the S&P 500.
MFS Investment Grade Municipal Trust pays an annual dividend of $0.31 per share and has a dividend yield of 3.9%. The Herzfeld Caribbean Basin Fund pays an annual dividend of $0.50 per share and has a dividend yield of 20.4%.
The Herzfeld Caribbean Basin Fund received 95 more outperform votes than MFS Investment Grade Municipal Trust when rated by MarketBeat users.
Summary
The Herzfeld Caribbean Basin Fund beats MFS Investment Grade Municipal Trust on 5 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 {thisCompany.Symbol} 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.
The Herzfeld Caribbean Basin Fund Competitors List
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This page (NASDAQ:CUBA) was last updated on 1/21/2025 by MarketBeat.com Staff
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