HERZ vs AGM-P-D

Comparison between Herzfeld Credit Income Fund Inc Com (HERZ, Company) and Federal Agricultural Mortgage Corp (AGM-P-D, Company).

HERZ vs AGM-P-D - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HERZ(COMPANY)	AGM-P-D(COMPANY)
Market Cap	$230M	$230M
Max Drawdown	46.61%	26.97%
Sharpe Ratio	0.52	0.10
5Y Beta	N/A	0.14
Industry	Asset Management	N/A
P/E Ratio	-345.65	1.06
PEG Ratio	N/A	0.25
5Y Dividends CAGR	N/A	0.00%
5Y EPS CAGR	N/A	12.53%
Debt to Equity	N/A	1879.86%
Free Cash Flow Yield	N/A	96.63%
P/S Ratio	203.38	N/A
P/B Ratio	5.13	N/A

Market Cap

Winner

HERZ

$230M

AGM-P-D

$230M

Max Drawdown

HERZ

46.61%

Winner

AGM-P-D

26.97%

Sharpe Ratio

Winner

HERZ

0.52

AGM-P-D

0.10

5Y Beta

HERZ

N/A

AGM-P-D

0.14

Industry

HERZ

Asset Management

AGM-P-D

N/A

P/E Ratio

Winner

HERZ

-345.65

AGM-P-D

1.06

PEG Ratio

HERZ

N/A

AGM-P-D

0.25

5Y Dividends CAGR

HERZ

N/A

AGM-P-D

0.00%

5Y EPS CAGR

HERZ

N/A

AGM-P-D

12.53%

Debt to Equity

HERZ

N/A

AGM-P-D

1879.86%

Free Cash Flow Yield

HERZ

N/A

AGM-P-D

96.63%

P/S Ratio

HERZ

203.38

AGM-P-D

N/A

P/B Ratio

HERZ

5.13

AGM-P-D

N/A

HERZ vs AGM-P-D - Historical Returns

Returns include dividend reinvestment.

Period	HERZ	AGM-P-D
1 month	-1.92%	+2.83%
3 months	-3.70%	+6.21%
6 months	-13.05%	+4.58%
1 year	+17.17%	+4.61%
5 years(CAGR)	N/A	+1.86%
Max(CAGR)	+11.87%	+3.99%

HERZ

-1.92%

Winner

AGM-P-D

+2.83%

HERZ

-3.70%

Winner

AGM-P-D

+6.21%

HERZ

-13.05%

Winner

AGM-P-D

+4.58%

Winner

HERZ

+17.17%

AGM-P-D

+4.61%

5Y(CAGR)

HERZ

N/A

AGM-P-D

+1.86%

Max(CAGR)

Winner

HERZ

+11.87%

AGM-P-D

+3.99%

HERZ vs AGM-P-D - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	HERZ	AGM-P-D
2026	-23.77%	+6.99%
2025	+49.49%	-0.51%
2024	N/A	-1.50%
2023	N/A	+15.12%
2022	N/A	-16.76%
2021	N/A	+5.91%
2020	N/A	+5.77%
2019	N/A	+12.45%

HERZ vs AGM-P-D Drawdown Comparison

The maximum drawdown for HERZ was -33.63%, occurring on Feb 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for AGM-P-D was -22.99%, occurring on Mar 18, 2020. Recovery took 123 trading sessions.

The current HERZ drawdown is -24.80%. The current AGM-P-D drawdown is -3.19%.

Rank	HERZ	AGM-P-D
#1	-33.63% Dec 31, 2025 - Feb 27, 2026	-22.99% Jan 7, 2020 - Jul 2, 2020
#2	-16.24% Jul 8, 2025 - Nov 21, 2025	-21.42% Dec 27, 2021 - Jun 30, 2023
#3	-3.99% Dec 29, 2025 - Dec 31, 2025	-17.90% Jun 30, 2023 - Jan 30, 2024
#4	-3.44% Dec 4, 2025 - Dec 26, 2025	-12.66% Oct 16, 2024 - Sep 15, 2025
#5	-1.16% Nov 21, 2025 - Dec 2, 2025	-11.11% Oct 2, 2025 - Mar 31, 2026
#6	N/A	-9.81% Mar 6, 2024 - Aug 21, 2024
#7	N/A	-5.11% Oct 31, 2019 - Jan 2, 2020
#8	N/A	-4.86% Nov 9, 2020 - Mar 12, 2021
#9	N/A	-4.65% May 3, 2021 - Oct 1, 2021
#10	N/A	-4.35% Jul 2, 2020 - Jul 31, 2020
#11	N/A	-3.80% Aug 28, 2020 - Oct 1, 2020
#12	N/A	-3.75% Jul 31, 2019 - Aug 23, 2019
#13	N/A	-3.53% Mar 12, 2021 - May 3, 2021
#14	N/A	-2.98% Oct 14, 2021 - Dec 10, 2021
#15	N/A	-2.92% Aug 30, 2019 - Sep 30, 2019

Correlation

Correlation between HERZ and AGM-P-D is -0.48 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.48

-101