FDUS vs. ARCC
Compare and contrast key facts about Fidus Investment Corporation (FDUS) and Ares Capital Corporation (ARCC).
Performance
FDUS vs. ARCC - Performance Comparison
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FDUS vs. ARCC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | -7.07% | 2.08% | 20.55% | 20.02% | 17.09% | 50.66% | -0.78% | 40.72% | -13.70% | 6.25% |
ARCC Ares Capital Corporation | -8.49% | 1.07% | 19.78% | 20.03% | -3.84% | 36.14% | 0.86% | 31.30% | 8.81% | 4.50% |
Fundamentals
FDUS:
$643.98M
ARCC:
$12.60B
FDUS:
$2.33
ARCC:
$1.64
FDUS:
7.48
ARCC:
11.00
FDUS:
4.96
ARCC:
6.71
FDUS:
0.87
ARCC:
0.88
FDUS:
$126.37M
ARCC:
$1.88B
FDUS:
$75.32M
ARCC:
$1.18B
FDUS:
$66.90M
ARCC:
$1.08B
Returns By Period
In the year-to-date period, FDUS achieves a -7.07% return, which is significantly higher than ARCC's -8.49% return. Over the past 10 years, FDUS has outperformed ARCC with an annualized return of 12.98%, while ARCC has yielded a comparatively lower 11.92% annualized return.
FDUS
- 1D
- 1.34%
- 1M
- 1.27%
- YTD
- -7.07%
- 6M
- -9.16%
- 1Y
- -4.71%
- 3Y*
- 9.78%
- 5Y*
- 14.53%
- 10Y*
- 12.98%
ARCC
- 1D
- 1.58%
- 1M
- -0.58%
- YTD
- -8.49%
- 6M
- -7.16%
- 1Y
- -10.69%
- 3Y*
- 9.35%
- 5Y*
- 8.75%
- 10Y*
- 11.92%
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Return for Risk
FDUS vs. ARCC — Risk / Return Rank
FDUS
ARCC
FDUS vs. ARCC - Risk-Adjusted Trends 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.
| FDUS | ARCC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.21 | -0.46 | +0.25 |
Sortino ratioReturn per unit of downside risk | -0.13 | -0.51 | +0.37 |
Omega ratioGain probability vs. loss probability | 0.98 | 0.93 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | -0.33 | -0.54 | +0.21 |
Martin ratioReturn relative to average drawdown | -0.74 | -1.12 | +0.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDUS | ARCC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.21 | -0.46 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.44 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.47 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.37 | +0.01 |
Correlation
The correlation between FDUS and ARCC is 0.44, 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.
Dividends
FDUS vs. ARCC - Dividend Comparison
FDUS's dividend yield for the trailing twelve months is around 12.23%, more than ARCC's 10.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | 12.23% | 11.14% | 11.51% | 14.63% | 10.51% | 8.90% | 10.15% | 10.78% | 13.69% | 10.54% | 10.17% | 11.69% |
ARCC Ares Capital Corporation | 10.65% | 9.49% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% |
Drawdowns
FDUS vs. ARCC - Drawdown Comparison
The maximum FDUS drawdown since its inception was -68.76%, 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.
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Drawdown Indicators
| FDUS | ARCC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.76% | -79.36% | +10.60% |
Max Drawdown (1Y)Largest decline over 1 year | -16.45% | -19.35% | +2.90% |
Max Drawdown (5Y)Largest decline over 5 years | -23.94% | -21.76% | -2.18% |
Max Drawdown (10Y)Largest decline over 10 years | -68.76% | -56.77% | -11.99% |
Current DrawdownCurrent decline from peak | -14.68% | -16.71% | +2.03% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -9.07% | +0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.39% | 9.33% | -1.94% |
Volatility
FDUS vs. ARCC - Volatility Comparison
Fidus Investment Corporation (FDUS) has a higher volatility of 7.64% compared to Ares Capital Corporation (ARCC) at 6.61%. This indicates that FDUS's price experiences larger fluctuations and is considered to be riskier than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDUS | ARCC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.64% | 6.61% | +1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 14.72% | 15.16% | -0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.87% | 23.48% | -0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 19.88% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.49% | 25.53% | +7.96% |
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
FDUS vs. ARCC - Profitability Comparison
FDUS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Fidus Investment Corporation reported a gross profit of 0.00 and revenue of 30.88M. Therefore, the gross margin over that period was 0.0%.
ARCC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Ares Capital Corporation reported a gross profit of 43.48M and revenue of 202.00M. Therefore, the gross margin over that period was 21.5%.
FDUS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Fidus Investment Corporation reported an operating income of 0.00 and revenue of 30.88M, resulting in an operating margin of 0.0%.
ARCC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Ares Capital Corporation reported an operating income of 26.85M and revenue of 202.00M, resulting in an operating margin of 13.3%.
FDUS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Fidus Investment Corporation reported a net income of 19.63M and revenue of 30.88M, resulting in a net margin of 63.6%.
ARCC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Ares Capital Corporation reported a net income of 142.36M and revenue of 202.00M, resulting in a net margin of 70.5%.