CUBA vs. EQS, NOM, CIF, EEA, CEE, GCV, MCVT, GYRO, AINC, and BENF
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 Equus Total Return (EQS), Nuveen Missouri Quality Municipal Income Fund (NOM), MFS Intermediate High Income Fund (CIF), The European Equity Fund (EEA), The Central and Eastern Europe Fund (CEE), The Gabelli Convertible and Income Securities Fund (GCV), Mill City Ventures III (MCVT), Gyrodyne (GYRO), Ashford (AINC), and Beneficient (BENF). These companies are all part of the "finance" sector.
The Herzfeld Caribbean Basin Fund (NASDAQ:CUBA) and Equus Total Return (NYSE:EQS) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their earnings, dividends, valuation, profitability, risk, community ranking, analyst recommendations, media sentiment and institutional ownership.
Equus Total Return has higher revenue and earnings than The Herzfeld Caribbean Basin Fund.
15.7% of The Herzfeld Caribbean Basin Fund shares are owned by institutional investors. 17.7% of The Herzfeld Caribbean Basin Fund shares are owned by company insiders. Comparatively, 30.7% of Equus Total Return shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.
Equus Total Return received 11 more outperform votes than The Herzfeld Caribbean Basin Fund when rated by MarketBeat users. However, 73.64% of users gave The Herzfeld Caribbean Basin Fund an outperform vote while only 63.10% of users gave Equus Total Return an outperform vote.
Equus Total Return has a net margin of 5,200.40% compared to The Herzfeld Caribbean Basin Fund's net margin of 0.00%. The Herzfeld Caribbean Basin Fund's return on equity of 0.00% beat Equus Total Return's return on equity.
In the previous week, The Herzfeld Caribbean Basin Fund had 4 more articles in the media than Equus Total Return. MarketBeat recorded 4 mentions for The Herzfeld Caribbean Basin Fund and 0 mentions for Equus Total Return. The Herzfeld Caribbean Basin Fund's average media sentiment score of 0.39 beat Equus Total Return's score of 0.00 indicating that The Herzfeld Caribbean Basin Fund is being referred to more favorably in the media.
The Herzfeld Caribbean Basin Fund has a beta of 1.16, meaning that its share price is 16% more volatile than the S&P 500. Comparatively, Equus Total Return has a beta of 0.95, meaning that its share price is 5% less volatile than the S&P 500.
Summary
The Herzfeld Caribbean Basin Fund beats Equus Total Return on 7 of the 11 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding CUBA and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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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