HCXY vs. HTGC
Compare and contrast key facts about Hercules Capital, Inc. (HCXY) and Hercules Capital, Inc. (HTGC).
Performance
HCXY vs. HTGC - Performance Comparison
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HCXY vs. HTGC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HCXY Hercules Capital, Inc. | -1.26% | 7.78% | 6.10% | 9.52% | -1.82% | 5.48% | 8.24% | 20.03% | -2.27% |
HTGC Hercules Capital, Inc. | -18.99% | 3.54% | 33.33% | 42.91% | -10.42% | 26.50% | 14.49% | 39.86% | -13.98% |
Fundamentals
HCXY:
$4.68B
HTGC:
$2.79B
HCXY:
$0.00
HTGC:
$0.00
HCXY:
10.05
HTGC:
6.25
HCXY:
2.11
HTGC:
1.26
HCXY:
$471.60M
HTGC:
$451.96M
HCXY:
$421.71M
HTGC:
$388.62M
HCXY:
$109.01M
HTGC:
$245.95M
Returns By Period
In the year-to-date period, HCXY achieves a -1.26% return, which is significantly higher than HTGC's -18.99% return.
HCXY
- 1D
- -0.48%
- 1M
- -1.10%
- YTD
- -1.26%
- 6M
- 1.14%
- 1Y
- 4.52%
- 3Y*
- 7.71%
- 5Y*
- 4.87%
- 10Y*
- —
HTGC
- 1D
- 4.01%
- 1M
- 3.94%
- YTD
- -18.99%
- 6M
- -17.22%
- 1Y
- -14.23%
- 3Y*
- 16.72%
- 5Y*
- 9.21%
- 10Y*
- 12.98%
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Return for Risk
HCXY vs. HTGC — Risk / Return Rank
HCXY
HTGC
HCXY vs. HTGC - Risk-Adjusted Trends 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.
| HCXY | HTGC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | -0.56 | +1.09 |
Sortino ratioReturn per unit of downside risk | 0.84 | -0.62 | +1.46 |
Omega ratioGain probability vs. loss probability | 1.11 | 0.92 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | -0.58 | +1.99 |
Martin ratioReturn relative to average drawdown | 3.62 | -1.54 | +5.16 |
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
| HCXY | HTGC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | -0.56 | +1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.36 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.35 | +0.03 |
Correlation
The correlation between HCXY and HTGC is 0.12, 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.
Dividends
HCXY vs. HTGC - Dividend Comparison
HCXY's dividend yield for the trailing twelve months is around 6.31%, less than HTGC's 12.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCXY Hercules Capital, Inc. | 6.31% | 6.13% | 6.21% | 6.19% | 6.35% | 5.86% | 5.83% | 5.93% | 0.67% | 0.00% | 0.00% | 0.00% |
HTGC Hercules Capital, Inc. | 12.73% | 9.99% | 9.56% | 11.40% | 13.77% | 9.76% | 9.02% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% |
Drawdowns
HCXY vs. HTGC - Drawdown Comparison
The maximum HCXY drawdown since its inception was -34.76%, smaller than the maximum HTGC drawdown of -68.21%. Use the drawdown chart below to compare losses from any high point for HCXY and HTGC.
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Drawdown Indicators
| HCXY | HTGC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.76% | -68.21% | +33.45% |
Max Drawdown (1Y)Largest decline over 1 year | -3.20% | -24.74% | +21.54% |
Max Drawdown (5Y)Largest decline over 5 years | -15.23% | -36.11% | +20.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -57.54% | — |
Current DrawdownCurrent decline from peak | -3.20% | -23.41% | +20.21% |
Average DrawdownAverage peak-to-trough decline | -2.72% | -10.79% | +8.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 9.38% | -8.13% |
Volatility
HCXY vs. HTGC - Volatility Comparison
The current volatility for Hercules Capital, Inc. (HCXY) is 1.66%, while Hercules Capital, Inc. (HTGC) has a volatility of 8.67%. 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.
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Volatility by Period
| HCXY | HTGC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 8.67% | -7.01% |
Volatility (6M)Calculated over the trailing 6-month period | 5.52% | 19.68% | -14.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.56% | 25.56% | -17.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.33% | 25.66% | -12.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.62% | 27.76% | -10.14% |
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