WHF vs. HTGC
Compare and contrast key facts about WhiteHorse Finance, Inc. (WHF) and Hercules Capital, Inc. (HTGC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WHF or HTGC.
Correlation
The correlation between WHF and HTGC 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
WHF vs. HTGC - Performance Comparison
Key characteristics
WHF:
-0.44
HTGC:
1.54
WHF:
-0.49
HTGC:
1.88
WHF:
0.94
HTGC:
1.31
WHF:
-0.42
HTGC:
1.83
WHF:
-1.03
HTGC:
5.48
WHF:
7.73%
HTGC:
6.09%
WHF:
17.99%
HTGC:
21.73%
WHF:
-57.48%
HTGC:
-68.29%
WHF:
-15.00%
HTGC:
-0.12%
Fundamentals
WHF:
$232.20M
HTGC:
$3.48B
WHF:
$0.46
HTGC:
$2.05
WHF:
21.72
HTGC:
10.12
WHF:
1.01
HTGC:
0.52
WHF:
$53.73M
HTGC:
$367.99M
WHF:
$66.17M
HTGC:
$350.81M
WHF:
$12.48M
HTGC:
$292.50M
Returns By Period
The year-to-date returns for both investments are quite close, with WHF having a 3.20% return and HTGC slightly higher at 3.29%. Over the past 10 years, WHF has underperformed HTGC with an annualized return of 11.47%, while HTGC has yielded a comparatively higher 15.09% annualized return.
WHF
3.20%
-0.93%
-9.29%
-7.17%
5.92%
11.47%
HTGC
3.29%
9.10%
2.19%
32.91%
19.88%
15.09%
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Risk-Adjusted Performance
WHF vs. HTGC — Risk-Adjusted Performance Rank
WHF
HTGC
WHF vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WhiteHorse Finance, Inc. (WHF) and Hercules Capital, Inc. (HTGC). 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
WHF vs. HTGC - Dividend Comparison
WHF's dividend yield for the trailing twelve months is around 17.87%, more than HTGC's 7.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
WHF vs. HTGC - Drawdown Comparison
The maximum WHF drawdown since its inception was -57.48%, smaller than the maximum HTGC drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for WHF and HTGC. For additional features, visit the drawdowns tool.
Volatility
WHF vs. HTGC - Volatility Comparison
WhiteHorse Finance, Inc. (WHF) has a higher volatility of 7.24% compared to Hercules Capital, Inc. (HTGC) at 4.93%. This indicates that WHF's price experiences larger fluctuations and is considered to be riskier than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WHF vs. HTGC - Financials Comparison
This section allows you to compare key financial metrics between WhiteHorse Finance, Inc. and Hercules Capital, 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