HERZ vs FRD

Comparison between Herzfeld Credit Income Fund Inc Com (HERZ, Company) and Friedman Industries Inc (FRD, Company).

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

HERZ vs FRD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HERZ(COMPANY)	FRD(COMPANY)
Market Cap	$230M	$230M
Max Drawdown	46.61%	76.01%
Sharpe Ratio	0.52	1.54
5Y Beta	N/A	0.54
Industry	Asset Management	Steel
P/E Ratio	-345.65	25.10
Forward P/E	N/A	14.43
PEG Ratio	N/A	0.58
Dividend Yield	N/A	0.49%
5Y Dividends CAGR	N/A	20.11%
5Y EPS CAGR	N/A	7.36%
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	N/A	-3.24%
P/S Ratio	203.38	0.36
P/B Ratio	5.13	1.53

Market Cap

Winner

HERZ

$230M

FRD

$230M

Max Drawdown

Winner

HERZ

46.61%

FRD

76.01%

Sharpe Ratio

HERZ

0.52

Winner

FRD

1.54

5Y Beta

HERZ

N/A

FRD

0.54

Industry

HERZ

Asset Management

FRD

Steel

P/E Ratio

Winner

HERZ

-345.65

FRD

25.10

Forward P/E

HERZ

N/A

FRD

14.43

PEG Ratio

HERZ

N/A

FRD

0.58

Dividend Yield

HERZ

N/A

FRD

0.49%

5Y Dividends CAGR

HERZ

N/A

FRD

20.11%

5Y EPS CAGR

HERZ

N/A

FRD

7.36%

Debt to Equity

HERZ

N/A

FRD

0.00%

Free Cash Flow Yield

HERZ

N/A

FRD

-3.24%

P/S Ratio

HERZ

203.38

Winner

FRD

0.36

P/B Ratio

HERZ

5.13

Winner

FRD

1.53

HERZ vs FRD - Historical Returns

Returns include dividend reinvestment.

Period	HERZ	FRD
1 month	-1.92%	-3.34%
3 months	-3.70%	+73.39%
6 months	-13.05%	+76.02%
1 year	+17.17%	+111.48%
5 years(CAGR)	N/A	+23.52%
10 years(CAGR)	N/A	+20.96%
Max(CAGR)	+11.87%	+12.21%

Winner

HERZ

-1.92%

FRD

-3.34%

HERZ

-3.70%

Winner

FRD

+73.39%

HERZ

-13.05%

Winner

FRD

+76.02%

HERZ

+17.17%

Winner

FRD

+111.48%

5Y(CAGR)

HERZ

N/A

FRD

+23.52%

10Y(CAGR)

HERZ

N/A

FRD

+20.96%

Max(CAGR)

HERZ

+11.87%

Winner

FRD

+12.21%

HERZ vs FRD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HERZ	FRD
2026	-23.77%	+69.15%
2025	+49.49%	+38.85%
2024	N/A	-0.20%
2023	N/A	+61.47%
2022	N/A	+5.66%
2021	N/A	+40.15%
2020	N/A	+15.14%
2019	N/A	-16.60%
2018	N/A	+31.35%
2017	N/A	-12.98%
2016	N/A	+20.23%
2015	N/A	-21.29%
2014	N/A	-16.73%
2013	N/A	-14.27%
2012	N/A	+5.67%
2011	N/A	+27.26%
2010	N/A	+59.26%
2009	N/A	-10.86%
2008	N/A	+12.99%
2007	N/A	-44.31%
2006	N/A	+112.42%
2005	N/A	-43.58%
2004	N/A	+236.60%
2003	N/A	+40.68%
2002	N/A	-0.04%
2001	N/A	-12.12%
2000	N/A	-9.09%
1999	N/A	-3.57%

HERZ vs FRD 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 FRD was -70.30%, occurring on Mar 6, 2009. Recovery took 1618 trading sessions.

The current HERZ drawdown is -24.80%. The current FRD drawdown is -8.87%.

Rank	HERZ	FRD
#1	-33.63% Dec 31, 2025 - Feb 27, 2026	-70.30% Feb 9, 2005 - Jul 14, 2011
#2	-16.24% Jul 8, 2025 - Nov 21, 2025	-65.08% Aug 14, 2018 - May 20, 2021
#3	-3.99% Dec 29, 2025 - Dec 31, 2025	-60.85% Feb 11, 2013 - Aug 10, 2018
#4	-3.44% Dec 4, 2025 - Dec 26, 2025	-53.55% Jun 24, 2021 - Jul 24, 2023
#5	-1.16% Nov 21, 2025 - Dec 2, 2025	-46.49% Aug 1, 2023 - Feb 23, 2024
#6	N/A	-42.04% Sep 15, 2000 - Jan 9, 2004
#7	N/A	-37.70% Jul 26, 2011 - Feb 6, 2013
#8	N/A	-29.96% Apr 26, 2024 - Sep 2, 2025
#9	N/A	-28.05% Jan 22, 2004 - Jun 16, 2004
#10	N/A	-25.94% Jul 16, 2004 - Oct 1, 2004
#11	N/A	-24.77% Sep 19, 2025 - May 26, 2026
#12	N/A	-24.10% Jan 24, 2000 - Sep 15, 2000
#13	N/A	-19.68% Dec 27, 2004 - Jan 31, 2005
#14	N/A	-18.18% Oct 7, 2004 - Nov 17, 2004
#15	N/A	-14.00% Jun 18, 2026 - Jun 30, 2026

Correlation

Correlation between HERZ and FRD is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.

0.18

-101

Dividend Comparison (2000 - 2026)

HERZ vs FRD dividend yield comparison.

Year	HERZ	FRD
2026	4.24%	0.35%
2025	61.86%	0.78%
2024	0.00%	0.92%
2023	0.00%	0.52%
2022	0.00%	0.82%
2021	0.00%	0.85%
2020	0.00%	1.17%
2019	0.00%	2.66%
2018	0.00%	1.70%
2017	0.00%	0.70%
2016	0.00%	0.60%
2015	0.00%	0.90%
2014	0.00%	1.14%
2013	0.00%	4.35%
2012	0.00%	10.08%
2011	0.00%	4.55%
2010	0.00%	7.31%
2009	0.00%	3.60%
2008	0.00%	4.64%
2007	0.00%	5.35%
2006	0.00%	2.64%
2005	0.00%	5.43%
2004	0.00%	1.58%
2003	0.00%	3.27%
2002	0.00%	3.24%
2001	0.00%	6.25%
2000	0.00%	5.91%