SNEX vs. FDUS
Compare and contrast key facts about StoneX Group Inc. (SNEX) and Fidus Investment Corporation (FDUS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SNEX or FDUS.
Correlation
The correlation between SNEX and FDUS is 0.26, 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
SNEX vs. FDUS - Performance Comparison
Key characteristics
SNEX:
1.68
FDUS:
1.21
SNEX:
2.30
FDUS:
1.87
SNEX:
1.29
FDUS:
1.22
SNEX:
3.16
FDUS:
1.99
SNEX:
10.53
FDUS:
5.94
SNEX:
4.40%
FDUS:
2.55%
SNEX:
27.49%
FDUS:
12.54%
SNEX:
-97.68%
FDUS:
-69.51%
SNEX:
-2.44%
FDUS:
-1.24%
Fundamentals
SNEX:
$3.13B
FDUS:
$713.57M
SNEX:
$11.94
FDUS:
$2.83
SNEX:
8.21
FDUS:
7.43
SNEX:
$80.31B
FDUS:
$101.04M
SNEX:
$1.70B
FDUS:
$92.13M
SNEX:
$1.24B
FDUS:
$51.47M
Returns By Period
In the year-to-date period, SNEX achieves a 4.32% return, which is significantly higher than FDUS's 0.10% return. Over the past 10 years, SNEX has outperformed FDUS with an annualized return of 22.61%, while FDUS has yielded a comparatively lower 14.80% annualized return.
SNEX
4.32%
-0.97%
34.70%
51.41%
25.66%
22.61%
FDUS
0.10%
1.25%
12.20%
15.80%
19.60%
14.80%
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Risk-Adjusted Performance
SNEX vs. FDUS — Risk-Adjusted Performance Rank
SNEX
FDUS
SNEX vs. FDUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for StoneX Group Inc. (SNEX) 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
SNEX vs. FDUS - Dividend Comparison
SNEX has not paid dividends to shareholders, while FDUS's dividend yield for the trailing twelve months is around 8.79%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
StoneX Group Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Fidus Investment Corporation | 8.79% | 8.80% | 14.63% | 10.51% | 8.90% | 10.15% | 8.17% | 13.69% | 10.54% | 10.17% | 11.66% | 11.51% |
Drawdowns
SNEX vs. FDUS - Drawdown Comparison
The maximum SNEX drawdown since its inception was -97.68%, which is greater than FDUS's maximum drawdown of -69.51%. Use the drawdown chart below to compare losses from any high point for SNEX and FDUS. For additional features, visit the drawdowns tool.
Volatility
SNEX vs. FDUS - Volatility Comparison
StoneX Group Inc. (SNEX) has a higher volatility of 9.51% compared to Fidus Investment Corporation (FDUS) at 4.04%. This indicates that SNEX'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
SNEX vs. FDUS - Financials Comparison
This section allows you to compare key financial metrics between StoneX Group Inc. 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