HTGC vs. WHF
Compare and contrast key facts about Hercules Capital, Inc. (HTGC) and WhiteHorse Finance, Inc. (WHF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HTGC or WHF.
Correlation
The correlation between HTGC and WHF is 0.32, 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
HTGC vs. WHF - Performance Comparison
Key characteristics
HTGC:
1.54
WHF:
-0.44
HTGC:
1.88
WHF:
-0.49
HTGC:
1.31
WHF:
0.94
HTGC:
1.83
WHF:
-0.42
HTGC:
5.48
WHF:
-1.03
HTGC:
6.09%
WHF:
7.73%
HTGC:
21.73%
WHF:
17.99%
HTGC:
-68.29%
WHF:
-57.48%
HTGC:
-0.12%
WHF:
-15.00%
Fundamentals
HTGC:
$3.48B
WHF:
$232.20M
HTGC:
$2.05
WHF:
$0.46
HTGC:
10.12
WHF:
21.72
HTGC:
0.52
WHF:
1.01
HTGC:
$367.99M
WHF:
$53.73M
HTGC:
$350.81M
WHF:
$66.17M
HTGC:
$292.50M
WHF:
$12.48M
Returns By Period
The year-to-date returns for both stocks are quite close, with HTGC having a 3.29% return and WHF slightly lower at 3.20%. Over the past 10 years, HTGC has outperformed WHF with an annualized return of 14.48%, while WHF has yielded a comparatively lower 11.47% annualized return.
HTGC
3.29%
8.02%
0.86%
32.91%
19.85%
14.48%
WHF
3.20%
-0.93%
-9.29%
-7.17%
5.92%
11.47%
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Risk-Adjusted Performance
HTGC vs. WHF — Risk-Adjusted Performance Rank
HTGC
WHF
HTGC vs. WHF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hercules Capital, Inc. (HTGC) and WhiteHorse Finance, Inc. (WHF). 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
HTGC vs. WHF - Dividend Comparison
HTGC's dividend yield for the trailing twelve months is around 7.71%, less than WHF's 17.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTGC Hercules Capital, Inc. | 7.71% | 7.96% | 9.48% | 10.36% | 6.15% | 8.88% | 9.06% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% |
WHF WhiteHorse Finance, Inc. | 17.87% | 18.44% | 12.60% | 11.26% | 10.03% | 11.35% | 11.79% | 11.16% | 13.23% | 11.67% | 12.37% | 12.29% |
Drawdowns
HTGC vs. WHF - Drawdown Comparison
The maximum HTGC drawdown since its inception was -68.29%, which is greater than WHF's maximum drawdown of -57.48%. Use the drawdown chart below to compare losses from any high point for HTGC and WHF. For additional features, visit the drawdowns tool.
Volatility
HTGC vs. WHF - Volatility Comparison
The current volatility for Hercules Capital, Inc. (HTGC) is 4.93%, while WhiteHorse Finance, Inc. (WHF) has a volatility of 7.24%. This indicates that HTGC experiences smaller price fluctuations and is considered to be less risky than WHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HTGC vs. WHF - Financials Comparison
This section allows you to compare key financial metrics between Hercules Capital, Inc. and WhiteHorse Finance, 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