FBRT vs. FDUS
Compare and contrast key facts about Franklin BSP Realty Trust, Inc. (FBRT) and Fidus Investment Corporation (FDUS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBRT or FDUS.
Key characteristics
| FBRT | FDUS | |
|---|---|---|
| YTD Return | -2.87% | 4.95% |
| 1Y Return | 14.24% | 28.14% |
| 3Y Return (Ann) | 36.76% | 19.64% |
| 5Y Return (Ann) | 13.92% | 16.30% |
| 10Y Return (Ann) | 2.54% | 12.58% |
| Sharpe Ratio | 0.63 | 1.91 |
| Daily Std Dev | 26.63% | 13.91% |
| Max Drawdown | -94.56% | -69.51% |
| Current Drawdown | -61.03% | -2.39% |
Fundamentals
| FBRT | FDUS | |
|---|---|---|
| Market Cap | $1.05B | $627.89M |
| EPS | $1.33 | $2.93 |
| PE Ratio | 9.60 | 6.82 |
| Revenue (TTM) | $223.74M | $130.11M |
| Gross Profit (TTM) | $207.72M | $94.14M |
Correlation
The correlation between FBRT and FDUS is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FBRT vs. FDUS - Performance Comparison
In the year-to-date period, FBRT achieves a -2.87% return, which is significantly lower than FDUS's 4.95% return. Over the past 10 years, FBRT has underperformed FDUS with an annualized return of 2.54%, while FDUS has yielded a comparatively higher 12.58% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
FBRT vs. FDUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin BSP Realty Trust, Inc. (FBRT) and Fidus Investment Corporation (FDUS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FBRT vs. FDUS - Dividend Comparison
FBRT's dividend yield for the trailing twelve months is around 11.12%, less than FDUS's 14.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBRT Franklin BSP Realty Trust, Inc. | 11.12% | 10.51% | 11.01% | 1.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDUS Fidus Investment Corporation | 14.36% | 14.63% | 10.51% | 8.90% | 10.15% | 8.17% | 13.69% | 10.54% | 10.17% | 11.66% | 11.51% | 8.92% |
Drawdowns
FBRT vs. FDUS - Drawdown Comparison
The maximum FBRT drawdown since its inception was -94.56%, which is greater than FDUS's maximum drawdown of -69.51%. Use the drawdown chart below to compare losses from any high point for FBRT and FDUS. For additional features, visit the drawdowns tool.
Volatility
FBRT vs. FDUS - Volatility Comparison
Franklin BSP Realty Trust, Inc. (FBRT) has a higher volatility of 8.70% compared to Fidus Investment Corporation (FDUS) at 3.47%. This indicates that FBRT's price experiences larger fluctuations and is considered to be riskier than FDUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
FBRT vs. FDUS - Financials Comparison
This section allows you to compare key financial metrics between Franklin BSP Realty Trust, Inc. and Fidus Investment Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities