FDUS vs. GLAD
FDUS (Fidus Investment Corporation) and GLAD (Gladstone Capital Corporation) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, FDUS returned 13.73%/yr vs 12.17%/yr for GLAD. At a 0.43 correlation, their price movements are largely independent.
Performance
FDUS vs. GLAD - Performance Comparison
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Returns By Period
In the year-to-date period, FDUS achieves a -1.00% return, which is significantly higher than GLAD's -7.00% return. Over the past 10 years, FDUS has outperformed GLAD with an annualized return of 13.73%, while GLAD has yielded a comparatively lower 12.17% annualized return.
FDUS
- 1D
- -2.23%
- 1M
- -0.38%
- YTD
- -1.00%
- 6M
- 1.79%
- 1Y
- 1.11%
- 3Y*
- 11.05%
- 5Y*
- 13.51%
- 10Y*
- 13.73%
GLAD
- 1D
- -1.23%
- 1M
- -2.59%
- YTD
- -7.00%
- 6M
- -5.72%
- 1Y
- -24.17%
- 3Y*
- 8.76%
- 5Y*
- 4.59%
- 10Y*
- 12.17%
FDUS vs. GLAD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | -1.00% | 2.08% | 20.55% | 20.02% | 17.09% | 50.66% | -0.78% | 40.72% | -13.70% | 6.25% |
GLAD Gladstone Capital Corporation | -7.00% | -21.14% | 46.99% | 22.71% | -10.43% | 40.50% | -0.69% | 48.58% | -13.07% | 7.05% |
Correlation
The correlation between FDUS and GLAD is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.65 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Jun 21, 2011 | 0.43 |
Over the past year, FDUS and GLAD have become more correlated (0.72) than their long-term average of 0.43, meaning their price movements have been converging.
Fundamentals
FDUS:
$680.90M
GLAD:
$523.62M
FDUS:
$2.40
GLAD:
$1.09
FDUS:
7.48
GLAD:
17.01
FDUS:
2.99
GLAD:
0.99
FDUS:
4.66
GLAD:
7.13
FDUS:
0.92
GLAD:
1.08
FDUS:
$140.24M
GLAD:
$66.59M
FDUS:
$91.57M
GLAD:
$28.95M
FDUS:
$98.79M
GLAD:
$27.90M
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Return for Risk
FDUS vs. GLAD — Risk / Return Rank
FDUS
GLAD
FDUS vs. GLAD - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FDUS | GLAD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.00 | ||
| Sortino ratioReturn per unit of downside risk | +1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 0.85 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.07 | -0.62 | +0.69 |
| Martin ratioReturn relative to average drawdown | 0.14 | -0.93 | +1.08 |
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Drawdowns
FDUS vs. GLAD - Drawdown Comparison
The maximum FDUS drawdown since its inception was -68.76%, 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.
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Drawdown Indicators
| FDUS | GLAD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.76% | -74.87% | +6.11% |
Max Drawdown (1Y)Largest decline over 1 year | -16.45% | -39.22% | +22.77% |
Max Drawdown (3Y)Largest decline over 3 years | -23.94% | -39.59% | +15.65% |
Max Drawdown (5Y)Largest decline over 5 years | -23.94% | -39.59% | +15.65% |
Max Drawdown (10Y)Largest decline over 10 years | -68.76% | -58.37% | -10.39% |
Current DrawdownCurrent decline from peak | -9.11% | -31.52% | +22.41% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -18.72% | +9.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.70% | 25.91% | -18.21% |
Volatility
FDUS vs. GLAD - Volatility Comparison
The current volatility for Fidus Investment Corporation (FDUS) is 5.96%, while Gladstone Capital Corporation (GLAD) has a volatility of 6.72%. 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.
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Volatility by Period
| FDUS | GLAD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.96% | 6.72% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 17.68% | 19.27% | -1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.27% | 25.72% | -4.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.98% | 23.64% | -3.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.57% | 30.05% | +3.52% |
Dividends
FDUS vs. GLAD - Dividend Comparison
FDUS's dividend yield for the trailing twelve months is around 12.32%, more than GLAD's 9.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | 12.32% | 11.14% | 11.51% | 14.63% | 10.51% | 8.90% | 10.15% | 10.78% | 13.69% | 10.54% | 10.17% | 11.69% |
GLAD Gladstone Capital Corporation | 9.72% | 9.85% | 8.37% | 9.16% | 8.42% | 6.73% | 8.97% | 8.46% | 11.51% | 9.12% | 8.95% | 11.49% |
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
FDUS vs. GLAD - Profitability Comparison
FDUS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fidus Investment Corporation reported a gross profit of 0.00 and revenue of 34.29M. Therefore, the gross margin over that period was 0.0%.
GLAD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Gladstone Capital Corporation reported a gross profit of 0.00 and revenue of 21.49M. Therefore, the gross margin over that period was 0.0%.
FDUS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fidus Investment Corporation reported an operating income of 0.00 and revenue of 34.29M, resulting in an operating margin of 0.0%.
GLAD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Gladstone Capital Corporation reported an operating income of 0.00 and revenue of 21.49M, resulting in an operating margin of 0.0%.
FDUS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fidus Investment Corporation reported a net income of 24.64M and revenue of 34.29M, resulting in a net margin of 71.9%.
GLAD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Gladstone Capital Corporation reported a net income of 0.00 and revenue of 21.49M, resulting in a net margin of 0.0%.
Frequently Asked Questions
FDUS and GLAD have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GLAD has higher volatility (6.72%) compared to FDUS (5.96%). In terms of maximum drawdown, FDUS dropped -68.76% vs GLAD's -74.87%.
FDUS currently has the higher Sharpe Ratio (0.05 vs -0.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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