FDUS vs. GLAD
Compare and contrast key facts about Fidus Investment Corporation (FDUS) and Gladstone Capital Corporation (GLAD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDUS or GLAD.
Performance
FDUS vs. GLAD - Performance Comparison
Returns By Period
In the year-to-date period, FDUS achieves a 15.87% return, which is significantly lower than GLAD's 35.22% return. Both investments have delivered pretty close results over the past 10 years, with FDUS having a 13.99% annualized return and GLAD not far behind at 13.88%.
FDUS
15.87%
7.37%
10.96%
21.03%
18.61%
13.99%
GLAD
35.22%
10.69%
24.92%
43.52%
15.54%
13.88%
Fundamentals
| FDUS | GLAD | |
|---|---|---|
| Market Cap | $702.03M | $584.37M |
| EPS | $2.83 | $4.34 |
| PE Ratio | 7.31 | 6.03 |
| PEG Ratio | 3.59 | 2.31 |
| Total Revenue (TTM) | $157.16M | $109.55M |
| Gross Profit (TTM) | $136.94M | $100.42M |
| EBITDA (TTM) | $84.94M | $74.92M |
Key characteristics
| FDUS | GLAD | |
|---|---|---|
| Sharpe Ratio | 1.75 | 2.50 |
| Sortino Ratio | 2.72 | 3.02 |
| Omega Ratio | 1.32 | 1.45 |
| Calmar Ratio | 3.37 | 3.65 |
| Martin Ratio | 10.46 | 10.05 |
| Ulcer Index | 2.01% | 4.33% |
| Daily Std Dev | 12.01% | 17.40% |
| Max Drawdown | -69.51% | -74.87% |
| Current Drawdown | 0.00% | 0.00% |
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Correlation
The correlation between FDUS and GLAD 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.
Risk-Adjusted Performance
FDUS vs. GLAD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidus Investment Corporation (FDUS) and Gladstone Capital Corporation (GLAD). 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. GLAD - Dividend Comparison
FDUS's dividend yield for the trailing twelve months is around 11.78%, more than GLAD's 7.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | 11.78% | 14.63% | 10.51% | 8.90% | 10.15% | 8.17% | 13.69% | 10.54% | 10.17% | 11.66% | 11.51% | 8.92% |
GLAD Gladstone Capital Corporation | 7.41% | 9.16% | 8.42% | 6.73% | 8.97% | 8.46% | 11.51% | 9.12% | 8.95% | 11.49% | 10.16% | 8.78% |
Drawdowns
FDUS vs. GLAD - Drawdown Comparison
The maximum FDUS drawdown since its inception was -69.51%, smaller than the maximum GLAD drawdown of -74.87%. Use the drawdown chart below to compare losses from any high point for FDUS and GLAD. For additional features, visit the drawdowns tool.
Volatility
FDUS vs. GLAD - Volatility Comparison
The current volatility for Fidus Investment Corporation (FDUS) is 4.23%, while Gladstone Capital Corporation (GLAD) has a volatility of 4.90%. This indicates that FDUS experiences smaller price fluctuations and is considered to be less risky than GLAD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
FDUS vs. GLAD - Financials Comparison
This section allows you to compare key financial metrics between Fidus Investment Corporation and Gladstone 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