FDUS vs. ARCC
Compare and contrast key facts about Fidus Investment Corporation (FDUS) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDUS or ARCC.
Key characteristics
| FDUS | ARCC | |
|---|---|---|
| YTD Return | 7.52% | 6.56% |
| 1Y Return | 29.92% | 27.42% |
| 3Y Return (Ann) | 20.70% | 12.88% |
| 5Y Return (Ann) | 16.90% | 13.69% |
| 10Y Return (Ann) | 12.72% | 12.15% |
| Sharpe Ratio | 1.95 | 2.04 |
| Daily Std Dev | 13.95% | 12.68% |
| Max Drawdown | -69.51% | -79.36% |
| Current Drawdown | 0.00% | 0.00% |
Fundamentals
| FDUS | ARCC | |
|---|---|---|
| Market Cap | $641.41M | $12.61B |
| EPS | $2.93 | $2.68 |
| PE Ratio | 6.97 | 7.75 |
| PEG Ratio | 3.59 | 3.95 |
| Revenue (TTM) | $130.11M | $2.61B |
| Gross Profit (TTM) | $94.14M | $2.10B |
Correlation
The correlation between FDUS and ARCC is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FDUS vs. ARCC - Performance Comparison
In the year-to-date period, FDUS achieves a 7.52% return, which is significantly higher than ARCC's 6.56% return. Both investments have delivered pretty close results over the past 10 years, with FDUS having a 12.72% annualized return and ARCC not far behind at 12.15%. 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
FDUS vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidus Investment Corporation (FDUS) and Ares Capital Corporation (ARCC). 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
FDUS vs. ARCC - Dividend Comparison
FDUS's dividend yield for the trailing twelve months is around 14.02%, more than ARCC's 9.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | 14.02% | 14.63% | 10.51% | 8.90% | 10.15% | 8.17% | 13.69% | 10.54% | 10.17% | 11.66% | 11.51% | 8.92% |
ARCC Ares Capital Corporation | 9.21% | 9.59% | 10.10% | 7.60% | 9.41% | 8.94% | 9.78% | 9.57% | 9.12% | 10.90% | 9.93% | 8.67% |
Drawdowns
FDUS vs. ARCC - Drawdown Comparison
The maximum FDUS drawdown since its inception was -69.51%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for FDUS and ARCC. For additional features, visit the drawdowns tool.
Volatility
FDUS vs. ARCC - Volatility Comparison
Fidus Investment Corporation (FDUS) and Ares Capital Corporation (ARCC) have volatilities of 3.09% and 2.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
FDUS vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between Fidus Investment Corporation and Ares Capital 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