Is HEQ or HERZ more undervalued in 2026?

CirclFi compares John Hancock Hedged Equity & In (HEQ) and Herzfeld Credit Income Fund, In (HERZ) using 13 institutional-grade valuation models. HEQ has a Quality of Company score of 1.7/10 while HERZ scores 1.7/10.

Which is a better buy — HEQ or HERZ?

Compare intrinsic values from 13 independent models against current market prices. CirclFi also calculates Value Trap scores. This is not financial advice — conduct your own analysis.

How do HEQ and HERZ valuations compare?

HEQ at $11.72 and HERZ at $18.75 are compared across Bayesian DCF, EPV, EROIC Spread, First Chicago, Markov DDM, and 8 additional models.

HEQ vs HERZ Valuation Comparison 2026 — Intrinsic Value Analysis

HEQ

Asset Management

John Hancock Hedged Equity & In

Quality

1.7

out of 10

Value Trap

—

Price

$11.72

Last close

Models

6/13

Active

HERZ

Asset Management

Herzfeld Credit Income Fund, In

Quality

1.7

out of 10

Value Trap

—

Price

$18.75

Last close

Models

8/13

Active

Model-by-Model Comparison

Model	Type	HEQ Fair Value	HEQ Upside	HERZ Fair Value	HERZ Upside
Bayesian DCF	Intrinsic	$3.10	-73.5%	$4.96	-73.5%
First Chicago	Scenario	$•••.••	••.•%	$•••.••	••.•%
Markov DDM	Intrinsic	$10.59	-8.0%	$21.61	+25.5%
ML-RIV	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
Dynamic NAV	Asset-Based	$•••.••	••.•%	$•••.••	••.•%
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
Sentiment SOTP	Hybrid	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%

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HEQ vs HERZ — Which Stock Is More Undervalued?

Both HEQ and HERZ score 1.7/10 on quality. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

Comparing John Hancock Hedged Equity & In (HEQ) and Herzfeld Credit Income Fund, In (HERZ) across 13 institutional-grade valuation models reveals how each company's intrinsic value stacks up against its market price. CirclFi's engine processes SEC EDGAR 10-K and 10-Q filings, FRED macroeconomic data, and GDELT news sentiment to generate independent fair value estimates daily.

HEQ currently trades at $11.72 with a QOC of 1.7/10, while HERZ trades at $18.75 with a QOC of 1.7/10.

Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN Topology), and ensemble methods (CUCE).