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The Herzfeld Caribbean Basin Fund (CUBA) Competitors

The Herzfeld Caribbean Basin Fund logo
$2.43 -0.01 (-0.41%)
(As of 11:15 AM ET)

CUBA vs. CXH, LRFC, EEA, JMM, ICMB, MXE, CIF, EQS, AGD, and AWP

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), Nuveen Multi-Market Income Fund (JMM), 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), and abrdn Global Premier Properties Fund (AWP). These companies are all part of the "financial services" industry.

The Herzfeld Caribbean Basin Fund vs.

The Herzfeld Caribbean Basin Fund (NASDAQ:CUBA) and MFS Investment Grade Municipal Trust (NYSE:CXH) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their media sentiment, valuation, profitability, risk, institutional ownership, analyst recommendations, earnings, dividends 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 hedge funds, large money managers and endowments believe a company is poised for long-term growth.

In the previous week, The Herzfeld Caribbean Basin Fund had 1 more articles in the media than MFS Investment Grade Municipal Trust. MarketBeat recorded 1 mentions for The Herzfeld Caribbean Basin Fund and 0 mentions for MFS Investment Grade Municipal Trust. The Herzfeld Caribbean Basin Fund's average media sentiment score of 0.00 equaled MFS Investment Grade Municipal Trust'saverage media sentiment score.

The Herzfeld Caribbean Basin Fund pays an annual dividend of $0.10 per share and has a dividend yield of 4.1%. MFS Investment Grade Municipal Trust pays an annual dividend of $0.30 per share and has a dividend yield of 3.6%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Herzfeld Caribbean Basin FundN/AN/AN/AN/AN/A
MFS Investment Grade Municipal TrustN/AN/AN/AN/AN/A

The Herzfeld Caribbean Basin Fund has a beta of 1.18, meaning that its share price is 18% more volatile than the S&P 500. Comparatively, MFS Investment Grade Municipal Trust has a beta of 0.59, meaning that its share price is 41% less volatile than the S&P 500.

Company Net Margins Return on Equity Return on Assets
The Herzfeld Caribbean Basin FundN/A N/A N/A
MFS Investment Grade Municipal Trust N/A N/A N/A

The Herzfeld Caribbean Basin Fund received 95 more outperform votes than MFS Investment Grade Municipal Trust when rated by MarketBeat users.

CompanyUnderperformOutperform
The Herzfeld Caribbean Basin FundOutperform Votes
95
73.64%
Underperform Votes
34
26.36%
MFS Investment Grade Municipal TrustN/AN/A

Summary

The Herzfeld Caribbean Basin Fund beats MFS Investment Grade Municipal Trust on 6 of the 6 factors compared between the two stocks.

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$17.37M$8.30B$10.53B$8.80B
Dividend Yield4.23%6.41%10.13%4.07%
P/E RatioN/A0.4546.3813.60
Price / SalesN/A12.083,473.7987.40
Price / CashN/A7.0230.6036.27
Price / BookN/A0.944.086.33
Net IncomeN/A$73.96M$1.02B$225.93M
7 Day Performance-3.57%-0.54%0.20%-0.96%
1 Month Performance0.83%-1.94%7.38%1.06%
1 Year Performance3.40%11.34%24.42%26.59%

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$2.43
-0.4%
N/A+5.2%$17.37MN/A0.00N/A
CXH
MFS Investment Grade Municipal Trust
N/A$8.22
+0.5%
N/A+15.4%$67.40MN/A0.00147,000
LRFC
Logan Ridge Finance
2.2114 of 5 stars
$24.77
-1.4%
N/A+16.4%$66.14M$20.18M0.001Positive News
EEA
The European Equity Fund
N/A$8.40
-0.2%
N/A+1.2%$57.96MN/A0.0014,000
JMM
Nuveen Multi-Market Income Fund
N/A$6.01
+0.3%
N/A+6.3%$56.86MN/A0.00N/A
ICMB
Investcorp Credit Management BDC
2.9744 of 5 stars
$3.09
+0.7%
N/A-14.7%$44.53M$23.88M9.332,019Positive News
MXE
Mexico Equity & Income Fund
N/A$8.49
-0.2%
N/A-14.6%$37.36MN/A0.00N/A
CIF
MFS Intermediate High Income Fund
N/A$1.72
+0.3%
N/A+4.9%$30.89MN/A0.00N/A
EQS
Equus Total Return
2.7551 of 5 stars
$1.18
-2.5%
N/A-16.0%$16.04M$250,000.001.682,011Gap Down
AGD
Abrdn Global Dynamic Dividend Fund
N/A$10.00
-1.0%
N/A+11.0%$0.00$17.85M0.00N/A
AWP
abrdn Global Premier Properties Fund
N/A$4.29
-0.7%
N/A+17.4%$0.00$-9,264,203.000.00N/APositive News

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This page (NASDAQ:CUBA) was last updated on 11/21/2024 by MarketBeat.com Staff
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