FDUS vs. FBRT
Compare and contrast key facts about Fidus Investment Corporation (FDUS) and Franklin BSP Realty Trust, Inc. (FBRT).
Performance
FDUS vs. FBRT - Performance Comparison
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FDUS vs. FBRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | -7.07% | 2.08% | 20.55% | 20.02% | 17.09% | 3.89% |
FBRT Franklin BSP Realty Trust, Inc. | -13.32% | -9.17% | 3.73% | 16.56% | -3.86% | -10.98% |
Fundamentals
FDUS:
$2.33
FBRT:
$0.79
FDUS:
7.48
FBRT:
10.70
FDUS:
4.96
FBRT:
1.32
FDUS:
$126.37M
FBRT:
$555.57M
FDUS:
$75.32M
FBRT:
$111.54M
FDUS:
$66.90M
FBRT:
$103.58M
Returns By Period
In the year-to-date period, FDUS achieves a -7.07% return, which is significantly higher than FBRT's -13.32% 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%
FBRT
- 1D
- 1.92%
- 1M
- -4.78%
- YTD
- -13.32%
- 6M
- -17.13%
- 1Y
- -24.62%
- 3Y*
- -0.05%
- 5Y*
- —
- 10Y*
- —
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Return for Risk
FDUS vs. FBRT — Risk / Return Rank
FDUS
FBRT
FDUS vs. FBRT - Risk-Adjusted Trends 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.
| FDUS | FBRT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.21 | -0.91 | +0.70 |
Sortino ratioReturn per unit of downside risk | -0.13 | -1.09 | +0.96 |
Omega ratioGain probability vs. loss probability | 0.98 | 0.84 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | -0.33 | -0.87 | +0.53 |
Martin ratioReturn relative to average drawdown | -0.74 | -1.73 | +0.99 |
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 | FBRT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.21 | -0.91 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | -0.16 | +0.54 |
Correlation
The correlation between FDUS and FBRT 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.
Dividends
FDUS vs. FBRT - Dividend Comparison
FDUS's dividend yield for the trailing twelve months is around 12.23%, less than FBRT's 14.90% 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% |
FBRT Franklin BSP Realty Trust, Inc. | 14.90% | 14.16% | 11.32% | 10.51% | 11.01% | 1.91% | 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 -68.76%, 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.
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Drawdown Indicators
| FDUS | FBRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.76% | -31.30% | -37.46% |
Max Drawdown (1Y)Largest decline over 1 year | -16.45% | -27.55% | +11.10% |
Max Drawdown (5Y)Largest decline over 5 years | -23.94% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -68.76% | — | — |
Current DrawdownCurrent decline from peak | -14.68% | -27.14% | +12.46% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -10.64% | +1.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.39% | 13.82% | -6.43% |
Volatility
FDUS vs. FBRT - Volatility Comparison
Fidus Investment Corporation (FDUS) and Franklin BSP Realty Trust, Inc. (FBRT) have volatilities of 7.64% and 7.85%, 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.
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Volatility by Period
| FDUS | FBRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.64% | 7.85% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 14.72% | 22.02% | -7.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.87% | 27.25% | -4.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 28.63% | -8.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.49% | 28.63% | +4.86% |
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
FDUS vs. FBRT - 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%.
FBRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Franklin BSP Realty Trust, Inc. reported a gross profit of 60.13M and revenue of 136.62M. Therefore, the gross margin over that period was 44.0%.
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%.
FBRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Franklin BSP Realty Trust, Inc. reported an operating income of 1.72M and revenue of 136.62M, resulting in an operating margin of 1.3%.
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%.
FBRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Franklin BSP Realty Trust, Inc. reported a net income of 17.31M and revenue of 136.62M, resulting in a net margin of 12.7%.