FDUS vs. FBRT
Compare and contrast key facts about Fidus Investment Corporation (FDUS) and Franklin BSP Realty Trust, Inc. (FBRT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDUS or FBRT.
Correlation
The correlation between FDUS and FBRT is 0.39, 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
FDUS vs. FBRT - Performance Comparison
Key characteristics
FDUS:
0.32
FBRT:
0.09
FDUS:
0.55
FBRT:
0.27
FDUS:
1.08
FBRT:
1.04
FDUS:
0.25
FBRT:
0.11
FDUS:
1.04
FBRT:
0.33
FDUS:
5.68%
FBRT:
5.97%
FDUS:
18.82%
FBRT:
23.31%
FDUS:
-69.51%
FBRT:
-31.30%
FDUS:
-15.56%
FBRT:
-11.76%
Fundamentals
FDUS:
$659.90M
FBRT:
$959.32M
FDUS:
$2.40
FBRT:
$0.82
FDUS:
7.92
FBRT:
13.99
FDUS:
4.52
FBRT:
5.49
FDUS:
1.00
FBRT:
0.77
FDUS:
$111.50M
FBRT:
$407.76M
FDUS:
$111.50M
FBRT:
$78.57M
FDUS:
$54.95M
FBRT:
-$5.87M
Returns By Period
In the year-to-date period, FDUS achieves a -6.12% return, which is significantly lower than FBRT's -4.65% return.
FDUS
-6.12%
-8.25%
4.06%
6.66%
31.97%
12.97%
FBRT
-4.65%
-8.02%
-4.82%
3.37%
N/A
N/A
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Risk-Adjusted Performance
FDUS vs. FBRT — Risk-Adjusted Performance Rank
FDUS
FBRT
FDUS vs. FBRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidus Investment Corporation (FDUS) and Franklin BSP Realty Trust, Inc. (FBRT). 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. FBRT - Dividend Comparison
FDUS's dividend yield for the trailing twelve months is around 12.01%, less than FBRT's 12.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | 12.01% | 11.51% | 14.63% | 10.51% | 8.90% | 10.15% | 8.17% | 13.69% | 10.54% | 10.17% | 11.66% | 11.51% |
FBRT Franklin BSP Realty Trust, Inc. | 12.21% | 11.32% | 10.51% | 11.01% | 1.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FDUS vs. FBRT - Drawdown Comparison
The maximum FDUS drawdown since its inception was -69.51%, which is greater than FBRT's maximum drawdown of -31.30%. Use the drawdown chart below to compare losses from any high point for FDUS and FBRT. For additional features, visit the drawdowns tool.
Volatility
FDUS vs. FBRT - Volatility Comparison
Fidus Investment Corporation (FDUS) has a higher volatility of 14.47% compared to Franklin BSP Realty Trust, Inc. (FBRT) at 11.87%. This indicates that FDUS's price experiences larger fluctuations and is considered to be riskier than FBRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
FDUS vs. FBRT - Financials Comparison
This section allows you to compare key financial metrics between Fidus Investment Corporation and Franklin BSP Realty Trust, Inc.. 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