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Herzfeld Credit Income Fund (HERZ) Competitors

Herzfeld Credit Income Fund logo
$2.35 +0.01 (+0.43%)
As of 08/1/2025 03:48 PM Eastern

HERZ vs. ECF, GGT, JHS, NAZ, KF, CXE, GECC, JHI, PAI, and PFO

Should you be buying Herzfeld Credit Income Fund stock or one of its competitors? The main competitors of Herzfeld Credit Income Fund include Ellsworth Growth and Income Fund (ECF), Gabelli Multimedia Trust (GGT), John Hancock Income Securities Trust (JHS), Nuveen Arizona Quality Municipal Income Fund (NAZ), The Korea Fund (KF), MFS High Income Municipal Trust (CXE), Great Elm Capital Group (GECC), John Hancock Investors Trust (JHI), Western Asset Investment Grade Income Fund (PAI), and Flaherty & Crumrine Preferred and Income Fund (PFO). These companies are all part of the "financial services" industry.

Herzfeld Credit Income Fund vs. Its Competitors

Ellsworth Growth and Income Fund (NYSE:ECF) and Herzfeld Credit Income Fund (NASDAQ:HERZ) are both small-cap financial services companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, profitability, analyst recommendations, institutional ownership, earnings, risk, media sentiment and valuation.

Ellsworth Growth and Income Fund pays an annual dividend of $0.56 per share and has a dividend yield of 5.4%. Herzfeld Credit Income Fund pays an annual dividend of $0.47 per share and has a dividend yield of 20.0%.

Company Net Margins Return on Equity Return on Assets
Ellsworth Growth and Income FundN/A N/A N/A
Herzfeld Credit Income Fund N/A N/A N/A

35.9% of Ellsworth Growth and Income Fund shares are owned by institutional investors. Comparatively, 15.7% of Herzfeld Credit Income Fund shares are owned by institutional investors. 0.5% of Ellsworth Growth and Income Fund shares are owned by company insiders. Comparatively, 41.8% of Herzfeld Credit Income Fund shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Ellsworth Growth and Income Fund has a beta of 1.04, suggesting that its stock price is 4% more volatile than the S&P 500. Comparatively, Herzfeld Credit Income Fund has a beta of 0.93, suggesting that its stock price is 7% less volatile than the S&P 500.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ellsworth Growth and Income Fund$26.44M5.37N/AN/AN/A
Herzfeld Credit Income FundN/AN/AN/AN/AN/A

In the previous week, Ellsworth Growth and Income Fund's average media sentiment score of 0.00 equaled Herzfeld Credit Income Fund'saverage media sentiment score.

Company Overall Sentiment
Ellsworth Growth and Income Fund Neutral
Herzfeld Credit Income Fund Neutral

Summary

Ellsworth Growth and Income Fund beats Herzfeld Credit Income Fund on 3 of the 5 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$36.79M$145.17M$6.33B$9.52B
Dividend Yield19.87%9.07%4.19%4.08%
P/E RatioN/A1.0414.0423.80
Price / SalesN/AN/A1,847.1478.09
Price / CashN/AN/A127.5357.96
Price / BookN/AN/A2.245.55
Net IncomeN/AN/A$1.23B$259.03M
7 Day Performance1.29%-0.12%6.09%-4.59%
1 Month Performance-7.48%0.08%1.83%4.46%
1 Year Performance2.62%0.28%19.35%18.03%

Herzfeld Credit Income Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HERZ
Herzfeld Credit Income Fund
N/A$2.35
+0.4%
N/A+2.0%$36.79MN/A0.00N/A
ECF
Ellsworth Growth and Income Fund
N/A$10.62
+0.2%
N/A+21.6%$145.31M$26.44M0.00N/A
GGT
Gabelli Multimedia Trust
N/A$4.25
-0.4%
N/A-16.5%$142.44MN/A0.00N/A
JHS
John Hancock Income Securities Trust
N/A$11.31
+0.2%
N/A+0.3%$141.85MN/A0.00N/AShort Interest ↑
NAZ
Nuveen Arizona Quality Municipal Income Fund
N/A$11.70
-0.8%
N/A-0.1%$136.73MN/A0.00N/A
KF
The Korea Fund
N/A$27.48
-0.8%
N/A+8.6%$133.88MN/A0.00N/ANews Coverage
High Trading Volume
CXE
MFS High Income Municipal Trust
N/A$3.49
flat
N/A-5.7%$130.03MN/A0.00147,000Short Interest ↑
GECC
Great Elm Capital Group
1.9318 of 5 stars
$10.98
+0.1%
N/A+1.9%$126.64M$39.32M27.45N/ANews Coverage
Upcoming Earnings
JHI
John Hancock Investors Trust
N/A$14.01
+0.3%
N/A+3.2%$122.20MN/A0.00N/A
PAI
Western Asset Investment Grade Income Fund
N/A$12.77
+0.0%
N/A+3.6%$121.31MN/A0.00204,000
PFO
Flaherty & Crumrine Preferred and Income Fund
N/A$9.21
+0.2%
N/A+8.3%$120.24M$24.27M0.00N/ADividend Announcement

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This page (NASDAQ:HERZ) was last updated on 8/2/2025 by MarketBeat.com Staff
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