Correlation
The correlation between MSDL and FDUS 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.
MSDL vs. FDUS
Compare and contrast key facts about Morgan Stanley Direct Lending Fund (MSDL) and Fidus Investment Corporation (FDUS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSDL or FDUS.
Performance
MSDL vs. FDUS - Performance Comparison
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Key characteristics
MSDL:
-0.11
FDUS:
0.72
MSDL:
-0.13
FDUS:
1.08
MSDL:
0.98
FDUS:
1.16
MSDL:
-0.28
FDUS:
0.58
MSDL:
-0.50
FDUS:
2.02
MSDL:
10.25%
FDUS:
6.89%
MSDL:
23.85%
FDUS:
19.57%
MSDL:
-18.12%
FDUS:
-69.51%
MSDL:
-10.34%
FDUS:
-11.61%
Fundamentals
MSDL:
$1.70B
FDUS:
$704.79M
MSDL:
$2.18
FDUS:
$2.33
MSDL:
8.94
FDUS:
8.64
MSDL:
9.04
FDUS:
4.76
MSDL:
0.93
FDUS:
1.04
MSDL:
$328.50M
FDUS:
$141.82M
MSDL:
$210.64M
FDUS:
$111.50M
MSDL:
$88.35M
FDUS:
$54.95M
Returns By Period
In the year-to-date period, MSDL achieves a -3.37% return, which is significantly lower than FDUS's -1.72% return.
MSDL
-3.37%
0.83%
-1.72%
-1.16%
N/A
N/A
N/A
FDUS
-1.72%
4.68%
1.02%
13.39%
15.15%
30.88%
13.64%
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Risk-Adjusted Performance
MSDL vs. FDUS — Risk-Adjusted Performance Rank
MSDL
FDUS
MSDL vs. FDUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Direct Lending Fund (MSDL) 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.
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Dividends
MSDL vs. FDUS - Dividend Comparison
MSDL's dividend yield for the trailing twelve months is around 11.29%, less than FDUS's 11.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSDL Morgan Stanley Direct Lending Fund | 11.29% | 10.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDUS Fidus Investment Corporation | 11.48% | 11.51% | 14.63% | 10.51% | 8.90% | 10.15% | 8.17% | 13.69% | 10.54% | 10.17% | 11.66% | 11.51% |
Drawdowns
MSDL vs. FDUS - Drawdown Comparison
The maximum MSDL drawdown since its inception was -18.12%, smaller than the maximum FDUS drawdown of -69.51%. Use the drawdown chart below to compare losses from any high point for MSDL and FDUS.
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Volatility
MSDL vs. FDUS - Volatility Comparison
Morgan Stanley Direct Lending Fund (MSDL) has a higher volatility of 7.78% compared to Fidus Investment Corporation (FDUS) at 6.16%. This indicates that MSDL'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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Financials
MSDL vs. FDUS - Financials Comparison
This section allows you to compare key financial metrics between Morgan Stanley Direct Lending Fund 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