HCXY vs. HTGC
Compare and contrast key facts about Hercules Capital, Inc. (HCXY) and Hercules Capital, Inc. (HTGC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HCXY or HTGC.
Correlation
The correlation between HCXY and HTGC is 0.13, 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
HCXY vs. HTGC - Performance Comparison
Key characteristics
HCXY:
0.77
HTGC:
1.51
HCXY:
1.27
HTGC:
1.86
HCXY:
1.17
HTGC:
1.31
HCXY:
1.80
HTGC:
1.78
HCXY:
4.01
HTGC:
5.37
HCXY:
1.61%
HTGC:
6.07%
HCXY:
8.38%
HTGC:
21.58%
HCXY:
-34.76%
HTGC:
-68.50%
HCXY:
-1.22%
HTGC:
0.00%
Fundamentals
HCXY:
$1.32B
HTGC:
$3.68B
HCXY:
19.40
HTGC:
10.33
HCXY:
$367.99M
HTGC:
$415.93M
HCXY:
$350.81M
HTGC:
$361.69M
HCXY:
$292.50M
HTGC:
$32.43M
Returns By Period
In the year-to-date period, HCXY achieves a 0.86% return, which is significantly lower than HTGC's 5.87% return.
HCXY
0.86%
1.17%
0.90%
7.67%
5.02%
N/A
HTGC
5.87%
2.51%
16.52%
24.38%
19.22%
14.37%
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Risk-Adjusted Performance
HCXY vs. HTGC — Risk-Adjusted Performance Rank
HCXY
HTGC
HCXY vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hercules Capital, Inc. (HCXY) and Hercules Capital, Inc. (HTGC). 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
HCXY vs. HTGC - Dividend Comparison
HCXY's dividend yield for the trailing twelve months is around 6.26%, less than HTGC's 7.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCXY Hercules Capital, Inc. | 6.26% | 6.21% | 6.19% | 6.36% | 5.87% | 5.84% | 5.94% | 0.67% | 0.00% | 0.00% | 0.00% | 0.00% |
HTGC Hercules Capital, Inc. | 7.52% | 7.96% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% |
Drawdowns
HCXY vs. HTGC - Drawdown Comparison
The maximum HCXY drawdown since its inception was -34.76%, smaller than the maximum HTGC drawdown of -68.50%. Use the drawdown chart below to compare losses from any high point for HCXY and HTGC. For additional features, visit the drawdowns tool.
Volatility
HCXY vs. HTGC - Volatility Comparison
The current volatility for Hercules Capital, Inc. (HCXY) is 1.88%, while Hercules Capital, Inc. (HTGC) has a volatility of 4.05%. This indicates that HCXY experiences smaller price fluctuations and is considered to be less risky than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HCXY vs. HTGC - Financials Comparison
This section allows you to compare key financial metrics between Hercules Capital, Inc. and Hercules Capital, Inc.. 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