FDUS vs. BME
Compare and contrast key facts about Fidus Investment Corporation (FDUS) and BlackRock Health Sciences Trust (BME).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDUS or BME.
Correlation
The correlation between FDUS and BME is 0.47, 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. BME - Performance Comparison
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Key characteristics
FDUS:
0.67
BME:
-0.32
FDUS:
1.03
BME:
-0.27
FDUS:
1.15
BME:
0.96
FDUS:
0.55
BME:
-0.30
FDUS:
1.93
BME:
-0.81
FDUS:
6.81%
BME:
5.22%
FDUS:
19.58%
BME:
15.20%
FDUS:
-69.51%
BME:
-42.03%
FDUS:
-12.26%
BME:
-10.89%
Fundamentals
FDUS:
$710.04M
BME:
$468.37M
FDUS:
$2.33
BME:
$1.63
FDUS:
8.70
BME:
22.23
FDUS:
3.59
BME:
0.00
FDUS:
4.82
BME:
61.90
FDUS:
1.05
BME:
0.86
FDUS:
$141.82M
BME:
$36.33M
FDUS:
$111.50M
BME:
$29.97M
FDUS:
$54.95M
BME:
$23.50M
Returns By Period
The year-to-date returns for both investments are quite close, with FDUS having a -2.45% return and BME slightly higher at -2.42%. Over the past 10 years, FDUS has outperformed BME with an annualized return of 13.56%, while BME has yielded a comparatively lower 5.76% annualized return.
FDUS
-2.45%
10.08%
2.01%
13.06%
15.41%
30.68%
13.56%
BME
-2.42%
1.45%
-3.61%
-4.87%
0.89%
3.50%
5.76%
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Risk-Adjusted Performance
FDUS vs. BME — Risk-Adjusted Performance Rank
FDUS
BME
FDUS vs. BME - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidus Investment Corporation (FDUS) and BlackRock Health Sciences Trust (BME). 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.
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Dividends
FDUS vs. BME - Dividend Comparison
FDUS's dividend yield for the trailing twelve months is around 11.56%, more than BME's 7.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | 11.56% | 11.51% | 14.63% | 10.51% | 8.90% | 10.15% | 8.17% | 13.69% | 10.54% | 10.17% | 11.66% | 11.51% |
BME BlackRock Health Sciences Trust | 7.97% | 6.87% | 6.32% | 5.87% | 5.03% | 5.04% | 5.65% | 6.58% | 6.58% | 9.45% | 17.04% | 9.83% |
Drawdowns
FDUS vs. BME - Drawdown Comparison
The maximum FDUS drawdown since its inception was -69.51%, which is greater than BME's maximum drawdown of -42.03%. Use the drawdown chart below to compare losses from any high point for FDUS and BME. For additional features, visit the drawdowns tool.
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Volatility
FDUS vs. BME - Volatility Comparison
Fidus Investment Corporation (FDUS) has a higher volatility of 6.37% compared to BlackRock Health Sciences Trust (BME) at 4.73%. This indicates that FDUS's price experiences larger fluctuations and is considered to be riskier than BME based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
FDUS vs. BME - Financials Comparison
This section allows you to compare key financial metrics between Fidus Investment Corporation and BlackRock Health Sciences Trust. 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