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Herzfeld Credit Income Fund (HERZ) Competitors

Herzfeld Credit Income Fund logo
$2.45 +0.04 (+1.66%)
As of 04:00 PM Eastern

HERZ vs. MSD, NNY, BANX, JHS, GGT, ECF, NAZ, CXE, KF, and GECC

Should you be buying Herzfeld Credit Income Fund stock or one of its competitors? The main competitors of Herzfeld Credit Income Fund include Morgan Stanley Emerging Markets Debt Fund (MSD), Nuveen New York Municipal Valu (NNY), ArrowMark Financial (BANX), John Hancock Income Securities Trust (JHS), Gabelli Multimedia Trust (GGT), Ellsworth Growth and Income Fund (ECF), Nuveen Arizona Quality Municipal Income Fund (NAZ), MFS High Income Municipal Trust (CXE), The Korea Fund (KF), and Great Elm Capital Group (GECC). These companies are all part of the "financial services" industry.

Herzfeld Credit Income Fund vs. Its Competitors

Herzfeld Credit Income Fund (NASDAQ:HERZ) and Morgan Stanley Emerging Markets Debt Fund (NYSE:MSD) are both small-cap financial services companies, but which is the superior investment? We will contrast the two businesses based on the strength of their dividends, risk, analyst recommendations, earnings, profitability, media sentiment, institutional ownership and valuation.

Herzfeld Credit Income Fund pays an annual dividend of $0.47 per share and has a dividend yield of 19.2%. Morgan Stanley Emerging Markets Debt Fund pays an annual dividend of $0.89 per share and has a dividend yield of 11.8%.

In the previous week, Herzfeld Credit Income Fund had 1 more articles in the media than Morgan Stanley Emerging Markets Debt Fund. MarketBeat recorded 2 mentions for Herzfeld Credit Income Fund and 1 mentions for Morgan Stanley Emerging Markets Debt Fund. Herzfeld Credit Income Fund's average media sentiment score of 0.00 beat Morgan Stanley Emerging Markets Debt Fund's score of -0.97 indicating that Herzfeld Credit Income Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Herzfeld Credit Income Fund
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Morgan Stanley Emerging Markets Debt Fund
0 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Negative

Herzfeld Credit Income Fund has a beta of 0.9, suggesting that its share price is 10% less volatile than the S&P 500. Comparatively, Morgan Stanley Emerging Markets Debt Fund has a beta of 0.52, suggesting that its share price is 48% less volatile than the S&P 500.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Herzfeld Credit Income FundN/AN/AN/AN/AN/A
Morgan Stanley Emerging Markets Debt FundN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
Herzfeld Credit Income FundN/A N/A N/A
Morgan Stanley Emerging Markets Debt Fund N/A N/A N/A

15.7% of Herzfeld Credit Income Fund shares are held by institutional investors. 41.8% of Herzfeld Credit Income Fund shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Summary

Herzfeld Credit Income Fund beats Morgan Stanley Emerging Markets Debt Fund on 6 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 FundInvestment Trusts & Mutual Funds IndustryFinancial SectorNASDAQ Exchange
Market Cap$37.89M$145.46M$6.29B$9.31B
Dividend Yield19.30%9.04%4.19%4.03%
P/E RatioN/A1.0313.9819.73
Price / SalesN/A9.651,723.32173.11
Price / CashN/AN/A128.5557.96
Price / BookN/AN/A1.955.67
Net IncomeN/AN/A$1.24B$257.79M
7 Day Performance-2.97%0.01%0.41%0.52%
1 Month Performance-1.61%0.49%3.75%8.84%
1 Year Performance1.24%2.16%18.39%14.18%

Herzfeld Credit Income Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HERZ
Herzfeld Credit Income Fund
N/A$2.45
+1.7%
N/A-0.4%$37.89MN/A0.00N/A
MSD
Morgan Stanley Emerging Markets Debt Fund
N/A$7.66
-1.0%
N/A-0.4%$156.90MN/A0.00N/ANews Coverage
NNY
Nuveen New York Municipal Valu
N/A$8.09
flat
N/A-3.3%$152.84MN/A0.00N/ANews Coverage
BANX
ArrowMark Financial
N/A$20.61
-1.5%
N/A+7.4%$149.16MN/A0.0015,600Positive News
JHS
John Hancock Income Securities Trust
N/A$11.25
-0.7%
N/A+0.3%$142.33MN/A0.00N/A
GGT
Gabelli Multimedia Trust
N/A$4.26
flat
N/A-14.7%$142.11MN/A0.00N/ANews Coverage
Dividend Cut
ECF
Ellsworth Growth and Income Fund
N/A$10.26
-0.3%
N/A+22.2%$140.39M$26.44M0.00N/A
NAZ
Nuveen Arizona Quality Municipal Income Fund
N/A$11.92
+1.4%
N/A+3.4%$136.24MN/A0.00N/A
CXE
MFS High Income Municipal Trust
N/A$3.58
-0.3%
N/A-6.0%$133.57MN/A0.00147,000Positive News
KF
The Korea Fund
N/A$26.41
-3.6%
N/A+7.6%$132.48MN/A0.00N/ANews Coverage
GECC
Great Elm Capital Group
1.9352 of 5 stars
$10.93
flat
N/A+7.8%$126.18M$39.32M27.33N/ANews Coverage
Positive News

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This page (NASDAQ:HERZ) was last updated on 7/16/2025 by MarketBeat.com Staff
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