SCM vs. FDUS
SCM (Stellus Capital Investment Corporation) and FDUS (Fidus Investment Corporation) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, SCM returned 7.14%/yr vs 14.32%/yr for FDUS. Their 0.42 correlation means their historical movements had little consistent relationship.
Performance
SCM vs. FDUS - Performance Comparison
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Returns By Period
In the year-to-date period, SCM achieves a -35.87% return, which is significantly lower than FDUS's 8.93% return. Over the past 10 years, SCM has underperformed FDUS with an annualized return of 7.14%, while FDUS has yielded a comparatively higher 14.32% annualized return.
SCM
- 1D
- 1.67%
- 1M
- -10.13%
- 6M
- -36.93%
- YTD
- -35.87%
- 1Y
- -38.93%
- 3Y*
- -10.38%
- 5Y*
- 0.09%
- 10Y*
- 7.14%
- ALL TIME*
- 5.81%
FDUS
- 1D
- -0.80%
- 1M
- 2.12%
- 6M
- 8.99%
- YTD
- 8.93%
- 1Y
- 7.43%
- 3Y*
- 10.84%
- 5Y*
- 16.12%
- 10Y*
- 14.32%
- ALL TIME*
- 13.41%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.84M | $8.39M | $6.57M | |
| $2.20M | $1.97M | $1.78M |
SCM vs. FDUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCM Stellus Capital Investment Corporation | -35.87% | 3.74% | 20.35% | 8.71% | 10.60% | 30.12% | -14.12% | 21.00% | 9.57% | 20.26% |
FDUS Fidus Investment Corporation | 8.93% | 2.08% | 20.55% | 20.02% | 17.09% | 50.66% | -0.78% | 40.72% | -13.70% | 6.25% |
Correlation
The correlation between SCM and FDUS is 0.67, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.67 |
Correlation (3Y) Balances recent behavior with more history. | 0.59 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.54 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.46 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2012 | 0.42 |
Over the past year, SCM and FDUS have become more correlated (0.67) than their long-term average of 0.42, meaning their price movements have been converging.
Fundamentals
SCM:
$217.10M
FDUS:
$749.22M
SCM:
$0.77
FDUS:
$2.37
SCM:
9.73
FDUS:
8.33
SCM:
1.39
FDUS:
3.33
SCM:
0.00
FDUS:
5.19
SCM:
0.00
FDUS:
1.01
SCM:
$23.29T
FDUS:
$140.24M
SCM:
$26.31M
FDUS:
$91.57M
SCM:
$23.13M
FDUS:
$98.79M
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Return for Risk
SCM vs. FDUS — Risk / Return Rank
SCM
FDUS
SCM vs. FDUS - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SCM | FDUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.61 | ||
| Sortino ratioReturn per unit of downside risk | -2.50 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 1.08 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.81 | 0.48 | -1.29 |
| Martin ratioReturn relative to average drawdown | -1.52 | 1.11 | -2.64 |
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Drawdowns
SCM vs. FDUS - Drawdown Comparison
The maximum SCM drawdown since its inception was -66.06%, roughly equal to the maximum FDUS drawdown of -68.76%. Use the drawdown chart below to compare losses from any high point for SCM and FDUS.
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Drawdown Indicators
| SCM | FDUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.06% | -68.76% | +2.70% |
Max Drawdown (1Y)Largest decline over 1 year | -47.76% | -15.16% | -32.60% |
Max Drawdown (3Y)Largest decline over 3 years | -47.76% | -23.94% | -23.82% |
Max Drawdown (5Y)Largest decline over 5 years | -47.76% | -23.94% | -23.82% |
Max Drawdown (10Y)Largest decline over 10 years | -66.06% | -68.76% | +2.70% |
Current DrawdownCurrent decline from peak | -43.47% | -4.55% | -38.92% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -8.86% | -1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.48% | 6.51% | +18.97% |
Volatility
SCM vs. FDUS - Volatility Comparison
Stellus Capital Investment Corporation (SCM) has a higher volatility of 15.16% compared to Fidus Investment Corporation (FDUS) at 10.09%. 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.
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Volatility by Period
| SCM | FDUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.16% | 10.09% | +5.07% |
Volatility (6M)Calculated over the trailing 6-month period | 26.52% | 19.45% | +7.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.89% | 23.20% | +6.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.10% | 20.39% | +2.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.14% | 33.71% | +3.43% |
Dividends
SCM vs. FDUS - Dividend Comparison
SCM's dividend yield for the trailing twelve months is around 19.06%, more than FDUS's 11.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | 11.20% | 11.14% | 11.51% | 14.63% | 10.51% | 8.90% | 10.15% | 10.78% | 13.69% | 10.54% | 10.17% | 11.69% |
SCM Stellus Capital Investment Corporation | 19.06% | 12.62% | 11.62% | 12.45% | 8.14% | 8.29% | 10.57% | 9.55% | 10.50% | 10.35% | 11.27% | 14.10% |
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
SCM vs. FDUS - Profitability Comparison
SCM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Stellus Capital Investment Corporation reported a gross profit of 0.00 and revenue of 23.29T. Therefore, the gross margin over that period was 0.0%.
FDUS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Fidus Investment Corporation reported a gross profit of 0.00 and revenue of 34.29M. Therefore, the gross margin over that period was 0.0%.
SCM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Stellus Capital Investment Corporation reported an operating income of 0.00 and revenue of 23.29T, resulting in an operating margin of 0.0%.
FDUS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Fidus Investment Corporation reported an operating income of 0.00 and revenue of 34.29M, resulting in an operating margin of 0.0%.
SCM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Stellus Capital Investment Corporation reported a net income of 0.00 and revenue of 23.29T, resulting in a net margin of 0.0%.
FDUS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Fidus Investment Corporation reported a net income of 24.64M and revenue of 34.29M, resulting in a net margin of 71.9%.
Frequently Asked Questions
SCM and FDUS have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCM has higher volatility (15.16%) compared to FDUS (10.09%). In terms of maximum drawdown, SCM dropped -66.06% vs FDUS's -68.76%.
FDUS currently has the higher Sharpe Ratio (0.31 vs -1.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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