ASC vs FDUS

Comparison between Ardmore Shipping Corp (ASC, Company) and Fidus Investment Corp (FDUS, Company).

ASC is from the Industrials sector, while FDUS is from the Financial Services sector.

5-Year PerformanceASC has outperformed FDUS, delivering a return of +36.2% compared to +13.1%

ASC vs FDUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ASC(COMPANY)	FDUS(COMPANY)
Market Cap	$721M	$718M
Max Drawdown	82.58%	78.82%
Sharpe Ratio	1.66	0.06
5Y Beta	0.46	0.62
Industry	Marine Shipping	Asset Management
P/E Ratio	17.57	8.41
Forward P/E	3.38	9.43
PEG Ratio	-6.04	3.52
Dividend Yield	3.95%	9.16%
5Y Dividends CAGR	N/A	15.13%
Debt to Equity	20.02%	91.94%
Free Cash Flow Yield	11.33%	-18.03%
P/S Ratio	2.02	4.30
P/B Ratio	1.00	0.96

Market Cap

Winner

ASC

$721M

FDUS

$718M

Max Drawdown

ASC

82.58%

Winner

FDUS

78.82%

Sharpe Ratio

Winner

ASC

1.66

FDUS

0.06

5Y Beta

Winner

ASC

0.46

FDUS

0.62

Industry

ASC

Marine Shipping

FDUS

Asset Management

P/E Ratio

ASC

17.57

Winner

FDUS

8.41

Forward P/E

Winner

ASC

3.38

FDUS

9.43

PEG Ratio

Winner

ASC

-6.04

FDUS

3.52

Dividend Yield

ASC

3.95%

Winner

FDUS

9.16%

5Y Dividends CAGR

ASC

N/A

FDUS

15.13%

Debt to Equity

Winner

ASC

20.02%

FDUS

91.94%

Free Cash Flow Yield

Winner

ASC

11.33%

FDUS

-18.03%

P/S Ratio

Winner

ASC

2.02

FDUS

4.30

P/B Ratio

ASC

1.00

Winner

FDUS

0.96

ASC vs FDUS - Historical Returns

Returns include dividend reinvestment.

Period	ASC	FDUS
1 month	-11.60%	-3.70%
3 months	+4.46%	+3.47%
6 months	+43.21%	-1.09%
1 year	+77.69%	+2.42%
5 years(CAGR)	+36.22%	+13.15%
10 years(CAGR)	+7.69%	+13.93%
Max(CAGR)	+4.59%	+12.80%

ASC

-11.60%

Winner

FDUS

-3.70%

Winner

ASC

+4.46%

FDUS

+3.47%

Winner

ASC

+43.21%

FDUS

-1.09%

Winner

ASC

+77.69%

FDUS

+2.42%

5Y(CAGR)

Winner

ASC

+36.22%

FDUS

+13.15%

10Y(CAGR)

ASC

+7.69%

Winner

FDUS

+13.93%

Max(CAGR)

ASC

+4.59%

Winner

FDUS

+12.80%

ASC vs FDUS - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	ASC	FDUS
2026	+62.12%	-2.57%
2025	-12.37%	+0.79%
2024	-9.54%	+20.97%
2023	+9.22%	+18.93%
2022	+298.07%	+16.13%
2021	+2.42%	+54.52%
2020	-63.24%	+0.81%
2019	+95.04%	+38.22%
2018	-42.35%	-15.78%
2017	+6.67%	+3.59%
2016	-37.00%	+24.51%
2015	+11.17%	+2.90%
2014	-15.39%	-22.99%
2013	+15.84%	+44.85%
2012	N/A	+41.01%
2011	N/A	-9.19%

ASC vs FDUS Drawdown Comparison

The maximum drawdown for ASC was -80.14%, occurring on Nov 4, 2020. Recovery took 1762 trading sessions.

The maximum drawdown for FDUS was -68.51%, occurring on Mar 18, 2020. Recovery took 248 trading sessions.

The current ASC drawdown is -21.68%. The current FDUS drawdown is -9.41%.

Rank	ASC	FDUS
#1	-80.14% Nov 2, 2015 - Nov 1, 2022	-68.51% Dec 4, 2019 - Nov 27, 2020
#2	-61.41% May 21, 2024 - Apr 8, 2025	-34.63% Dec 27, 2013 - Nov 25, 2016
#3	-40.18% Jun 12, 2014 - Jul 20, 2015	-23.93% Feb 14, 2025 - Apr 8, 2025
#4	-35.16% Mar 2, 2023 - May 3, 2024	-23.45% Apr 19, 2017 - Feb 20, 2019
#5	-31.02% Jul 20, 2015 - Nov 2, 2015	-22.67% Jun 21, 2011 - Feb 13, 2012
#6	-19.69% Dec 31, 2013 - Jun 12, 2014	-18.89% Apr 25, 2022 - Aug 15, 2022
#7	-18.87% Dec 2, 2022 - Feb 7, 2023	-16.33% Aug 16, 2022 - Nov 7, 2022
#8	-16.50% Aug 22, 2013 - Dec 19, 2013	-14.36% Oct 1, 2012 - Nov 30, 2012
#9	-6.34% Feb 15, 2023 - Mar 1, 2023	-12.47% Jul 31, 2023 - Dec 19, 2023
#10	-5.22% Nov 8, 2022 - Nov 18, 2022	-11.27% Nov 26, 2013 - Dec 24, 2013
#11	-4.49% Nov 22, 2022 - Nov 25, 2022	-11.27% Jul 12, 2019 - Nov 29, 2019
#12	-3.82% Nov 25, 2022 - Dec 2, 2022	-10.42% Feb 17, 2023 - Jun 27, 2023
#13	-3.58% Feb 9, 2023 - Feb 14, 2023	-10.15% Dec 1, 2020 - Feb 16, 2021
#14	-3.37% Feb 7, 2023 - Feb 9, 2023	-9.77% Mar 28, 2013 - Jun 3, 2013
#15	-2.21% Nov 4, 2022 - Nov 8, 2022	-7.77% May 7, 2021 - Jun 7, 2021

Correlation

Correlation between ASC and FDUS is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (2011 - 2026)

ASC vs FDUS dividend yield comparison.

Year	ASC	FDUS
2026	2.92%	2.82%
2025	2.83%	11.14%
2024	8.89%	11.51%
2023	8.16%	14.63%
2022	0.00%	10.51%
2021	0.00%	8.90%
2020	1.53%	10.15%
2019	0.00%	10.78%
2018	0.00%	13.69%
2017	0.00%	10.54%
2016	5.41%	10.17%
2015	4.80%	11.69%
2014	7.52%	11.58%
2013	0.42%	8.92%
2012	0.00%	8.88%
2011	0.00%	4.93%