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.
Correlation
The correlation between FBRT and FDUS is 0.38, 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
Key characteristics
FBRT:
0.07
FDUS:
0.28
FBRT:
0.25
FDUS:
0.50
FBRT:
1.03
FDUS:
1.07
FBRT:
0.09
FDUS:
0.21
FBRT:
0.29
FDUS:
1.02
FBRT:
5.61%
FDUS:
4.96%
FBRT:
23.11%
FDUS:
18.44%
FBRT:
-31.30%
FDUS:
-69.51%
FBRT:
-16.16%
FDUS:
-19.90%
Fundamentals
FBRT:
$924.19M
FDUS:
$633.51M
FBRT:
$0.82
FDUS:
$2.40
FBRT:
13.48
FDUS:
7.60
FBRT:
5.29
FDUS:
4.33
FBRT:
0.74
FDUS:
0.97
FBRT:
$407.76M
FDUS:
$111.50M
FBRT:
$78.57M
FDUS:
$111.50M
FBRT:
-$5.87M
FDUS:
$54.95M
Returns By Period
In the year-to-date period, FBRT achieves a -9.40% return, which is significantly higher than FDUS's -10.95% return.
FBRT
-9.40%
-14.45%
-11.08%
1.19%
N/A
N/A
FDUS
-10.95%
-11.54%
-1.90%
4.80%
29.27%
12.57%
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Risk-Adjusted Performance
FBRT vs. FDUS — Risk-Adjusted Performance Rank
FBRT
FDUS
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 12.85%, more than FDUS's 12.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBRT Franklin BSP Realty Trust, Inc. | 12.85% | 11.32% | 10.51% | 11.01% | 1.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDUS Fidus Investment Corporation | 12.66% | 11.51% | 14.63% | 10.51% | 8.90% | 10.15% | 8.17% | 13.69% | 10.54% | 10.17% | 11.66% | 11.51% |
Drawdowns
FBRT vs. FDUS - Drawdown Comparison
The maximum FBRT drawdown since its inception was -31.30%, smaller than the maximum FDUS 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
The current volatility for Franklin BSP Realty Trust, Inc. (FBRT) is 10.70%, while Fidus Investment Corporation (FDUS) has a volatility of 13.80%. This indicates that FBRT experiences smaller price fluctuations and is considered to be less risky 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