HERZ vs AREC

Comparison between Herzfeld Credit Income Fund Inc Com (HERZ, Company) and American Resources Corporation - Class A (AREC, Company).

HERZ is from the Financial Services sector, while AREC is from the Basic Materials sector.

HERZ vs AREC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HERZ(COMPANY)	AREC(COMPANY)
Market Cap	$230M	$230M
Max Drawdown	46.61%	97.12%
Sharpe Ratio	0.49	1.23
5Y Beta	N/A	1.52
Industry	Asset Management	Coking Coal
P/E Ratio	-345.65	-5.59
Forward P/E	N/A	2.75
PEG Ratio	N/A	-0.33
Debt to Equity	N/A	1.02%
Free Cash Flow Yield	N/A	-9.33%
P/S Ratio	203.38	N/A
P/B Ratio	5.13	N/A

Market Cap

Winner

HERZ

$230M

AREC

$230M

Max Drawdown

Winner

HERZ

46.61%

AREC

97.12%

Sharpe Ratio

HERZ

0.49

Winner

AREC

1.23

5Y Beta

HERZ

N/A

AREC

1.52

Industry

HERZ

Asset Management

AREC

Coking Coal

P/E Ratio

Winner

HERZ

-345.65

AREC

-5.59

Forward P/E

HERZ

N/A

AREC

2.75

PEG Ratio

HERZ

N/A

AREC

-0.33

Debt to Equity

HERZ

N/A

AREC

1.02%

Free Cash Flow Yield

HERZ

N/A

AREC

-9.33%

P/S Ratio

HERZ

203.38

AREC

N/A

P/B Ratio

HERZ

5.13

AREC

N/A

HERZ vs AREC - Historical Returns

Returns include dividend reinvestment.

Period	HERZ	AREC
1 month	-6.76%	+3.37%
3 months	+10.69%	-30.65%
6 months	-11.96%	-0.46%
1 year	+16.76%	+115.19%
5 years(CAGR)	N/A	-3.43%
10 years(CAGR)	N/A	+55.92%
Max(CAGR)	+17.77%	+55.92%

HERZ

-6.76%

Winner

AREC

+3.37%

Winner

HERZ

+10.69%

AREC

-30.65%

HERZ

-11.96%

Winner

AREC

-0.46%

HERZ

+16.76%

Winner

AREC

+115.19%

5Y(CAGR)

HERZ

N/A

AREC

-3.43%

10Y(CAGR)

HERZ

N/A

AREC

+55.92%

Max(CAGR)

HERZ

+17.77%

Winner

AREC

+55.92%

HERZ vs AREC - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	HERZ	AREC
2026	-20.82%	-20.96%
2025	+49.49%	+277.76%
2024	N/A	-33.99%
2023	N/A	+21.14%
2022	N/A	-34.33%
2021	N/A	-4.76%
2020	N/A	+195.45%
2019	N/A	-93.37%
2018	N/A	+19900.00%
2017	N/A	+0.00%

HERZ vs AREC 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 AREC was -97.12%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current HERZ drawdown is -21.89%. The current AREC drawdown is -84.64%.

Rank	HERZ	AREC
#1	-33.63% Dec 31, 2025 - Feb 27, 2026	-97.12% Dec 3, 2018 - Apr 8, 2025
#2	-16.24% Jul 8, 2025 - Nov 21, 2025	-66.67% Mar 6, 2018 - Sep 18, 2018
#3	-3.99% Dec 29, 2025 - Dec 31, 2025	-25.00% Sep 18, 2018 - Sep 26, 2018
#4	-3.44% Dec 4, 2025 - Dec 26, 2025	-25.00% Nov 5, 2018 - Nov 30, 2018
#5	-1.16% Nov 21, 2025 - Dec 2, 2025	-24.52% Oct 2, 2018 - Oct 16, 2018
#6	N/A	-0.85% Sep 27, 2018 - Oct 1, 2018