SCM vs. FDUS
Compare and contrast key facts about Stellus Capital Investment Corporation (SCM) and Fidus Investment Corporation (FDUS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCM or FDUS.
Correlation
The correlation between SCM and FDUS is 0.38, 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
SCM vs. FDUS - Performance Comparison
Key characteristics
SCM:
1.07
FDUS:
1.05
SCM:
1.56
FDUS:
1.64
SCM:
1.20
FDUS:
1.19
SCM:
1.18
FDUS:
1.71
SCM:
5.85
FDUS:
5.12
SCM:
2.45%
FDUS:
2.55%
SCM:
13.41%
FDUS:
12.45%
SCM:
-66.06%
FDUS:
-69.51%
SCM:
-6.54%
FDUS:
-4.54%
Fundamentals
SCM:
$358.51M
FDUS:
$687.11M
SCM:
$2.00
FDUS:
$2.83
SCM:
6.63
FDUS:
7.16
SCM:
0.00
FDUS:
3.59
SCM:
$26.50T
FDUS:
$157.16M
SCM:
$26.50T
FDUS:
$136.94M
SCM:
$10.26T
FDUS:
$84.94M
Returns By Period
In the year-to-date period, SCM achieves a 13.79% return, which is significantly higher than FDUS's 10.98% return. Over the past 10 years, SCM has underperformed FDUS with an annualized return of 12.02%, while FDUS has yielded a comparatively higher 14.57% annualized return.
SCM
13.79%
-5.03%
1.01%
14.14%
9.67%
12.02%
FDUS
10.98%
-0.85%
7.92%
11.60%
17.90%
14.57%
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Risk-Adjusted Performance
SCM vs. FDUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stellus Capital Investment Corporation (SCM) 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.
Dividends
SCM vs. FDUS - Dividend Comparison
SCM's dividend yield for the trailing twelve months is around 11.13%, more than FDUS's 9.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCM Stellus Capital Investment Corporation | 11.13% | 12.42% | 11.63% | 8.27% | 10.56% | 9.53% | 10.47% | 10.32% | 11.24% | 14.07% | 12.06% | 9.06% |
FDUS Fidus Investment Corporation | 9.29% | 14.63% | 10.51% | 8.90% | 10.15% | 8.17% | 13.69% | 10.54% | 10.17% | 11.66% | 11.51% | 8.92% |
Drawdowns
SCM vs. FDUS - Drawdown Comparison
The maximum SCM drawdown since its inception was -66.06%, roughly equal to the maximum FDUS drawdown of -69.51%. Use the drawdown chart below to compare losses from any high point for SCM and FDUS. For additional features, visit the drawdowns tool.
Volatility
SCM vs. FDUS - Volatility Comparison
Stellus Capital Investment Corporation (SCM) has a higher volatility of 4.17% compared to Fidus Investment Corporation (FDUS) at 3.37%. This indicates that SCM'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.
Financials
SCM vs. FDUS - Financials Comparison
This section allows you to compare key financial metrics between Stellus Capital Investment Corporation 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