FDUS vs. GLAD
Compare and contrast key facts about Fidus Investment Corporation (FDUS) and Gladstone Capital Corporation (GLAD).
Performance
FDUS vs. GLAD - Performance Comparison
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FDUS vs. GLAD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | -7.07% | 2.08% | 20.55% | 20.02% | 17.09% | 50.66% | -0.78% | 40.72% | -13.70% | 6.25% |
GLAD Gladstone Capital Corporation | -13.99% | -21.14% | 46.99% | 22.71% | -10.43% | 40.50% | -0.69% | 48.58% | -13.07% | 7.05% |
Fundamentals
FDUS:
$643.98M
GLAD:
$492.13M
FDUS:
$2.33
GLAD:
$1.25
FDUS:
7.48
GLAD:
13.91
FDUS:
4.96
GLAD:
6.37
FDUS:
0.87
GLAD:
1.03
FDUS:
$126.37M
GLAD:
$67.60M
FDUS:
$75.32M
GLAD:
$30.76M
FDUS:
$66.90M
GLAD:
$30.96M
Returns By Period
In the year-to-date period, FDUS achieves a -7.07% return, which is significantly higher than GLAD's -13.99% return. Over the past 10 years, FDUS has outperformed GLAD with an annualized return of 12.98%, while GLAD has yielded a comparatively lower 11.11% annualized 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%
GLAD
- 1D
- 1.05%
- 1M
- -3.85%
- YTD
- -13.99%
- 6M
- -16.89%
- 1Y
- -30.95%
- 3Y*
- 6.96%
- 5Y*
- 5.62%
- 10Y*
- 11.11%
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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.
| FDUS | GLAD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.21 | -1.13 | +0.92 |
Sortino ratioReturn per unit of downside risk | -0.13 | -1.52 | +1.39 |
Omega ratioGain probability vs. loss probability | 0.98 | 0.80 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | -0.33 | -0.80 | +0.46 |
Martin ratioReturn relative to average drawdown | -0.74 | -1.42 | +0.68 |
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 | GLAD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.21 | -1.13 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.24 | +0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.37 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.17 | +0.21 |
Correlation
The correlation between FDUS and GLAD is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FDUS vs. GLAD - Dividend Comparison
FDUS's dividend yield for the trailing twelve months is around 12.23%, more than GLAD's 11.47% 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% |
GLAD Gladstone Capital Corporation | 11.47% | 9.85% | 8.37% | 9.16% | 8.42% | 6.73% | 8.97% | 8.46% | 11.51% | 9.12% | 8.95% | 11.49% |
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 (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 | -14.68% | -36.67% | +21.99% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -18.62% | +9.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.39% | 22.02% | -14.63% |
Volatility
FDUS vs. GLAD - Volatility Comparison
The current volatility for Fidus Investment Corporation (FDUS) is 7.64%, while Gladstone Capital Corporation (GLAD) has a volatility of 8.21%. 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 | 7.64% | 8.21% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 14.72% | 18.03% | -3.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.87% | 27.44% | -4.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 23.40% | -3.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.49% | 29.92% | +3.57% |
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 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%.
GLAD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Gladstone Capital Corporation reported a gross profit of 0.00 and revenue of 21.60M. 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 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%.
GLAD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Gladstone Capital Corporation reported an operating income of 0.00 and revenue of 21.60M, 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 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%.
GLAD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Gladstone Capital Corporation reported a net income of 0.00 and revenue of 21.60M, resulting in a net margin of 0.0%.