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.
Key characteristics
| FDUS | FBRT | |
|---|---|---|
| YTD Return | 6.58% | -2.34% |
| 1Y Return | 28.49% | 17.52% |
| 3Y Return (Ann) | 20.37% | 37.15% |
| 5Y Return (Ann) | 16.68% | 14.06% |
| 10Y Return (Ann) | 12.70% | 2.61% |
| Sharpe Ratio | 2.08 | 0.66 |
| Daily Std Dev | 13.81% | 26.62% |
| Max Drawdown | -69.51% | -94.56% |
| Current Drawdown | -0.88% | -60.82% |
Fundamentals
| FDUS | FBRT | |
|---|---|---|
| Market Cap | $641.41M | $1.04B |
| EPS | $2.93 | $1.42 |
| PE Ratio | 6.97 | 8.97 |
| Revenue (TTM) | $130.11M | $230.79M |
| Gross Profit (TTM) | $94.14M | $207.72M |
Correlation
The correlation between FDUS and FBRT is 0.30, 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
In the year-to-date period, FDUS achieves a 6.58% return, which is significantly higher than FBRT's -2.34% return. Over the past 10 years, FDUS has outperformed FBRT with an annualized return of 12.70%, while FBRT has yielded a comparatively lower 2.61% annualized return. 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. 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 14.14%, more than FBRT's 11.06% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | 14.14% | 14.63% | 10.51% | 8.90% | 10.15% | 8.17% | 13.69% | 10.54% | 10.17% | 11.66% | 11.51% | 8.92% |
FBRT Franklin BSP Realty Trust, Inc. | 11.06% | 10.51% | 11.01% | 1.85% | 0.00% | 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%, smaller than the maximum FBRT drawdown of -94.56%. 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
The current volatility for Fidus Investment Corporation (FDUS) is 3.26%, while Franklin BSP Realty Trust, Inc. (FBRT) has a volatility of 8.68%. This indicates that FDUS experiences smaller price fluctuations and is considered to be less risky 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