FDUS vs. HRZN
Compare and contrast key facts about Fidus Investment Corporation (FDUS) and Horizon Technology Finance Corporation (HRZN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDUS or HRZN.
Key characteristics
| FDUS | HRZN | |
|---|---|---|
| YTD Return | 7.52% | -7.19% |
| 1Y Return | 29.92% | 15.64% |
| 3Y Return (Ann) | 20.70% | -1.90% |
| 5Y Return (Ann) | 16.90% | 9.96% |
| 10Y Return (Ann) | 12.72% | 9.22% |
| Sharpe Ratio | 1.95 | 0.45 |
| Daily Std Dev | 13.95% | 25.66% |
| Max Drawdown | -69.51% | -60.47% |
| Current Drawdown | 0.00% | -18.45% |
Fundamentals
| FDUS | HRZN | |
|---|---|---|
| Market Cap | $641.41M | $388.75M |
| EPS | $2.93 | -$0.56 |
| PE Ratio | 6.97 | 20.84 |
| PEG Ratio | 3.59 | 2.07 |
| Revenue (TTM) | $130.11M | $113.48M |
| Gross Profit (TTM) | $94.14M | $79.19M |
Correlation
The correlation between FDUS and HRZN is 0.31, 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. HRZN - Performance Comparison
In the year-to-date period, FDUS achieves a 7.52% return, which is significantly higher than HRZN's -7.19% return. Over the past 10 years, FDUS has outperformed HRZN with an annualized return of 12.72%, while HRZN has yielded a comparatively lower 9.22% 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. HRZN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidus Investment Corporation (FDUS) and Horizon Technology Finance Corporation (HRZN). 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. HRZN - Dividend Comparison
FDUS's dividend yield for the trailing twelve months is around 14.02%, more than HRZN's 11.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | 14.02% | 14.63% | 10.51% | 8.90% | 10.15% | 8.17% | 13.69% | 10.54% | 10.17% | 11.66% | 11.51% | 8.92% |
HRZN Horizon Technology Finance Corporation | 11.14% | 9.95% | 10.32% | 7.44% | 9.29% | 9.10% | 10.45% | 10.48% | 12.70% | 11.53% | 9.67% | 9.52% |
Drawdowns
FDUS vs. HRZN - Drawdown Comparison
The maximum FDUS drawdown since its inception was -69.51%, which is greater than HRZN's maximum drawdown of -60.47%. Use the drawdown chart below to compare losses from any high point for FDUS and HRZN. For additional features, visit the drawdowns tool.
Volatility
FDUS vs. HRZN - Volatility Comparison
The current volatility for Fidus Investment Corporation (FDUS) is 3.09%, while Horizon Technology Finance Corporation (HRZN) has a volatility of 4.70%. This indicates that FDUS experiences smaller price fluctuations and is considered to be less risky than HRZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
FDUS vs. HRZN - Financials Comparison
This section allows you to compare key financial metrics between Fidus Investment Corporation and Horizon Technology Finance 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