HRZN vs. DX
Compare and contrast key facts about Horizon Technology Finance Corporation (HRZN) and Dynex Capital, Inc. (DX).
Performance
HRZN vs. DX - Performance Comparison
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HRZN vs. DX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRZN Horizon Technology Finance Corporation | -31.54% | -14.44% | -22.87% | 26.99% | -19.72% | 29.74% | 14.08% | 26.88% | 11.71% | 18.62% |
DX Dynex Capital, Inc. | -4.27% | 29.48% | 13.64% | 11.91% | -15.39% | 2.25% | 17.09% | 11.12% | -8.46% | 13.80% |
Fundamentals
HRZN:
$178.29M
DX:
$2.01B
HRZN:
$1.05
DX:
$2.35
HRZN:
3.99
DX:
5.43
HRZN:
4.37
DX:
11.81
HRZN:
0.56
DX:
0.85
HRZN:
$41.52M
DX:
$146.71M
HRZN:
-$3.93M
DX:
$404.00K
HRZN:
-$10.37M
DX:
$150.39M
Returns By Period
In the year-to-date period, HRZN achieves a -31.54% return, which is significantly lower than DX's -4.27% return. Over the past 10 years, HRZN has underperformed DX with an annualized return of 1.09%, while DX has yielded a comparatively higher 7.52% annualized return.
HRZN
- 1D
- 2.93%
- 1M
- -28.31%
- YTD
- -31.54%
- 6M
- -23.74%
- 1Y
- -46.04%
- 3Y*
- -16.90%
- 5Y*
- -11.87%
- 10Y*
- 1.09%
DX
- 1D
- 2.41%
- 1M
- -7.79%
- YTD
- -4.27%
- 6M
- 11.96%
- 1Y
- 14.94%
- 3Y*
- 17.11%
- 5Y*
- 4.56%
- 10Y*
- 7.52%
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Return for Risk
HRZN vs. DX — Risk / Return Rank
HRZN
DX
HRZN vs. DX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Technology Finance Corporation (HRZN) and Dynex Capital, Inc. (DX). 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.
| HRZN | DX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.11 | 0.74 | -1.85 |
Sortino ratioReturn per unit of downside risk | -1.44 | 1.07 | -2.51 |
Omega ratioGain probability vs. loss probability | 0.75 | 1.15 | -0.40 |
Calmar ratioReturn relative to maximum drawdown | -0.95 | 0.96 | -1.91 |
Martin ratioReturn relative to average drawdown | -1.97 | 3.09 | -5.06 |
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
| HRZN | DX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.11 | 0.74 | -1.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.39 | 0.19 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | 0.25 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.17 | -0.09 |
Correlation
The correlation between HRZN and DX 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.
Dividends
HRZN vs. DX - Dividend Comparison
HRZN's dividend yield for the trailing twelve months is around 30.17%, more than DX's 15.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRZN Horizon Technology Finance Corporation | 30.17% | 20.47% | 15.24% | 10.40% | 10.86% | 7.85% | 9.44% | 9.28% | 10.67% | 10.70% | 12.96% | 11.76% |
DX Dynex Capital, Inc. | 15.99% | 14.13% | 11.46% | 12.46% | 12.26% | 9.34% | 9.33% | 11.87% | 12.59% | 10.27% | 12.32% | 15.12% |
Drawdowns
HRZN vs. DX - Drawdown Comparison
The maximum HRZN drawdown since its inception was -61.42%, smaller than the maximum DX drawdown of -99.12%. Use the drawdown chart below to compare losses from any high point for HRZN and DX.
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Drawdown Indicators
| HRZN | DX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.42% | -99.12% | +37.70% |
Max Drawdown (1Y)Largest decline over 1 year | -48.49% | -15.27% | -33.22% |
Max Drawdown (5Y)Largest decline over 5 years | -61.42% | -38.69% | -22.73% |
Max Drawdown (10Y)Largest decline over 10 years | -61.42% | -56.76% | -4.66% |
Current DrawdownCurrent decline from peak | -59.80% | -34.48% | -25.32% |
Average DrawdownAverage peak-to-trough decline | -12.75% | -56.93% | +44.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.41% | 4.75% | +18.66% |
Volatility
HRZN vs. DX - Volatility Comparison
Horizon Technology Finance Corporation (HRZN) has a higher volatility of 30.32% compared to Dynex Capital, Inc. (DX) at 8.06%. This indicates that HRZN's price experiences larger fluctuations and is considered to be riskier than DX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HRZN | DX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 30.32% | 8.06% | +22.26% |
Volatility (6M)Calculated over the trailing 6-month period | 34.98% | 13.14% | +21.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.59% | 20.18% | +21.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.51% | 23.81% | +6.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.80% | 29.86% | +5.94% |
Financials
HRZN vs. DX - Financials Comparison
This section allows you to compare key financial metrics between Horizon Technology Finance Corporation and Dynex 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