CUBB vs FDUS

Comparison between Customers Bancorp Inc (CUBB, Company) and Fidus Investment Corp (FDUS, Company).

5-Year PerformanceFDUS has outperformed CUBB, delivering a return of +15.9% compared to +2.5%

CUBB vs FDUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CUBB(COMPANY)	FDUS(COMPANY)
Market Cap	$750M	$748M
Max Drawdown	48.24%	78.82%
Sharpe Ratio	1.00	0.01
5Y Beta	0.07	0.62
Industry	N/A	Asset Management
P/E Ratio	2.65	8.76
Forward P/E	N/A	10.10
PEG Ratio	0.03	3.52
Dividend Yield	6.75%	8.75%
5Y Dividends CAGR	-4.37%	9.40%
5Y EPS CAGR	9.91%	N/A
Debt to Equity	3.26%	91.94%
Free Cash Flow Yield	56.35%	-17.31%
P/S Ratio	N/A	4.48
P/B Ratio	N/A	1.01

Market Cap

Winner

CUBB

$750M

FDUS

$748M

Max Drawdown

Winner

CUBB

48.24%

FDUS

78.82%

Sharpe Ratio

Winner

CUBB

1.00

FDUS

0.01

5Y Beta

Winner

CUBB

0.07

FDUS

0.62

Industry

CUBB

N/A

FDUS

Asset Management

P/E Ratio

Winner

CUBB

2.65

FDUS

8.76

Forward P/E

CUBB

N/A

FDUS

10.10

PEG Ratio

Winner

CUBB

0.03

FDUS

3.52

Dividend Yield

CUBB

6.75%

Winner

FDUS

8.75%

5Y Dividends CAGR

CUBB

-4.37%

Winner

FDUS

9.40%

5Y EPS CAGR

CUBB

9.91%

FDUS

N/A

Debt to Equity

Winner

CUBB

3.26%

FDUS

91.94%

Free Cash Flow Yield

Winner

CUBB

56.35%

FDUS

-17.31%

P/S Ratio

CUBB

N/A

FDUS

4.48

P/B Ratio

CUBB

N/A

FDUS

1.01

CUBB vs FDUS - Historical Returns

Returns include dividend reinvestment.

Period	CUBB	FDUS
1 month	+3.83%	+6.23%
3 months	-0.75%	+9.52%
6 months	+3.94%	+5.59%
1 year	+16.98%	+0.97%
5 years(CAGR)	+2.51%	+15.86%
10 years(CAGR)	N/A	+14.25%
Max(CAGR)	+4.93%	+13.31%

CUBB

+3.83%

Winner

FDUS

+6.23%

CUBB

-0.75%

Winner

FDUS

+9.52%

CUBB

+3.94%

Winner

FDUS

+5.59%

Winner

CUBB

+16.98%

FDUS

+0.97%

5Y(CAGR)

CUBB

+2.51%

Winner

FDUS

+15.86%

10Y(CAGR)

CUBB

N/A

FDUS

+14.25%

Max(CAGR)

CUBB

+4.93%

Winner

FDUS

+13.31%

CUBB vs FDUS - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	CUBB	FDUS
2026	+3.58%	+5.96%
2025	+18.45%	+0.79%
2024	+5.73%	+20.97%
2023	+2.28%	+18.93%
2022	-19.06%	+16.13%
2021	+9.68%	+54.52%
2020	+9.32%	+0.81%
2019	+0.76%	+38.22%
2018	N/A	-15.78%
2017	N/A	+3.59%
2016	N/A	+24.51%
2015	N/A	+2.90%
2014	N/A	-22.99%
2013	N/A	+44.85%
2012	N/A	+41.01%
2011	N/A	-9.19%

CUBB vs FDUS Drawdown Comparison

The maximum drawdown for CUBB was -44.38%, occurring on Mar 18, 2020. Recovery took 180 trading sessions.

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

The current CUBB drawdown is -2.95%. The current FDUS drawdown is -6.04%.

Rank	CUBB	FDUS
#1	-44.38% Feb 6, 2020 - Oct 22, 2020	-68.51% Dec 4, 2019 - Nov 27, 2020
#2	-42.57% Aug 30, 2021 - Dec 15, 2025	-34.63% Dec 27, 2013 - Nov 25, 2016
#3	-8.38% Feb 27, 2026 - Jun 10, 2026	-23.93% Feb 14, 2025 - Jul 6, 2026
#4	-4.55% Oct 22, 2020 - Nov 2, 2020	-23.45% Apr 19, 2017 - Feb 20, 2019
#5	-3.19% Mar 3, 2021 - Apr 7, 2021	-22.67% Jun 21, 2011 - Feb 13, 2012
#6	-3.17% Dec 29, 2020 - Feb 19, 2021	-18.89% Apr 25, 2022 - Aug 15, 2022
#7	-3.02% Aug 4, 2021 - Aug 25, 2021	-16.33% Aug 16, 2022 - Nov 7, 2022
#8	-1.99% Feb 18, 2026 - Feb 25, 2026	-14.36% Oct 1, 2012 - Nov 30, 2012
#9	-1.97% Jul 14, 2021 - Jul 26, 2021	-12.47% Jul 31, 2023 - Dec 19, 2023
#10	-1.82% Dec 17, 2020 - Dec 29, 2020	-11.27% Nov 26, 2013 - Dec 24, 2013
#11	-1.74% Dec 9, 2020 - Dec 17, 2020	-11.27% Jul 12, 2019 - Nov 29, 2019
#12	-1.55% Nov 18, 2020 - Dec 9, 2020	-10.42% Feb 17, 2023 - Jun 27, 2023
#13	-1.54% May 28, 2021 - Jun 25, 2021	-10.15% Dec 1, 2020 - Feb 16, 2021
#14	-1.44% Apr 7, 2021 - Apr 26, 2021	-9.77% Mar 28, 2013 - Jun 3, 2013
#15	-1.21% Apr 26, 2021 - May 6, 2021	-7.77% May 7, 2021 - Jun 7, 2021

Correlation

Correlation between CUBB and FDUS is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51

-101

Dividend Comparison (2011 - 2026)

CUBB vs FDUS dividend yield comparison.

Year	CUBB	FDUS
2026	2.99%	5.87%
2025	6.05%	11.14%
2024	6.92%	11.51%
2023	6.93%	14.63%
2022	6.52%	10.51%
2021	5.00%	8.90%
2020	6.86%	10.15%
2019	0.00%	10.78%
2018	0.00%	13.69%
2017	0.00%	10.54%
2016	0.00%	10.17%
2015	0.00%	11.69%
2014	0.00%	11.58%
2013	0.00%	8.92%
2012	0.00%	8.88%
2011	0.00%	4.93%