GLAD vs. FDUS
Compare and contrast key facts about Gladstone Capital Corporation (GLAD) and Fidus Investment Corporation (FDUS).
Performance
GLAD vs. FDUS - Performance Comparison
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GLAD vs. FDUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GLAD Gladstone Capital Corporation | -13.99% | -21.14% | 46.99% | 22.71% | -10.43% | 40.50% | -0.69% | 48.58% | -13.07% | 7.05% |
FDUS Fidus Investment Corporation | -7.07% | 2.08% | 20.55% | 20.02% | 17.09% | 50.66% | -0.78% | 40.72% | -13.70% | 6.25% |
Fundamentals
GLAD:
$492.13M
FDUS:
$643.98M
GLAD:
$1.25
FDUS:
$2.33
GLAD:
13.91
FDUS:
7.48
GLAD:
6.37
FDUS:
4.96
GLAD:
1.03
FDUS:
0.87
GLAD:
$67.60M
FDUS:
$126.37M
GLAD:
$30.76M
FDUS:
$75.32M
GLAD:
$30.96M
FDUS:
$66.90M
Returns By Period
In the year-to-date period, GLAD achieves a -13.99% return, which is significantly lower than FDUS's -7.07% return. Over the past 10 years, GLAD has underperformed FDUS with an annualized return of 11.11%, while FDUS has yielded a comparatively higher 12.98% annualized return.
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%
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%
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Return for Risk
GLAD vs. FDUS — Risk / Return Rank
GLAD
FDUS
GLAD vs. FDUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gladstone Capital Corporation (GLAD) and Fidus Investment Corporation (FDUS). 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.
| GLAD | FDUS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.13 | -0.21 | -0.92 |
Sortino ratioReturn per unit of downside risk | -1.52 | -0.13 | -1.39 |
Omega ratioGain probability vs. loss probability | 0.80 | 0.98 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | -0.80 | -0.33 | -0.46 |
Martin ratioReturn relative to average drawdown | -1.42 | -0.74 | -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
| GLAD | FDUS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.13 | -0.21 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.74 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.39 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.38 | -0.21 |
Correlation
The correlation between GLAD and FDUS 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
GLAD vs. FDUS - Dividend Comparison
GLAD's dividend yield for the trailing twelve months is around 11.47%, less than FDUS's 12.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
GLAD vs. FDUS - Drawdown Comparison
The maximum GLAD drawdown since its inception was -74.87%, which is greater than FDUS's maximum drawdown of -68.76%. Use the drawdown chart below to compare losses from any high point for GLAD and FDUS.
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Drawdown Indicators
| GLAD | FDUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.87% | -68.76% | -6.11% |
Max Drawdown (1Y)Largest decline over 1 year | -39.22% | -16.45% | -22.77% |
Max Drawdown (5Y)Largest decline over 5 years | -39.59% | -23.94% | -15.65% |
Max Drawdown (10Y)Largest decline over 10 years | -58.37% | -68.76% | +10.39% |
Current DrawdownCurrent decline from peak | -36.67% | -14.68% | -21.99% |
Average DrawdownAverage peak-to-trough decline | -18.62% | -8.90% | -9.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.02% | 7.39% | +14.63% |
Volatility
GLAD vs. FDUS - Volatility Comparison
Gladstone Capital Corporation (GLAD) has a higher volatility of 8.21% compared to Fidus Investment Corporation (FDUS) at 7.64%. This indicates that GLAD's price experiences larger fluctuations and is considered to be riskier than FDUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GLAD | FDUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.21% | 7.64% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 18.03% | 14.72% | +3.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.44% | 22.87% | +4.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.40% | 19.66% | +3.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.92% | 33.49% | -3.57% |
Financials
GLAD vs. FDUS - Financials Comparison
This section allows you to compare key financial metrics between Gladstone Capital Corporation and Fidus Investment 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
GLAD vs. FDUS - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.