FDUS vs ASC

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

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

5-Year PerformanceASC has outperformed FDUS, delivering a return of +36.0% compared to +13.0%

FDUS vs ASC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

FDUS

$718M

Winner

ASC

$721M

Max Drawdown

Winner

FDUS

78.82%

ASC

82.58%

Sharpe Ratio

FDUS

0.06

Winner

ASC

1.66

5Y Beta

FDUS

0.62

Winner

ASC

0.46

Industry

FDUS

Asset Management

ASC

Marine Shipping

P/E Ratio

Winner

FDUS

8.41

ASC

17.57

Forward P/E

FDUS

9.43

Winner

ASC

3.38

PEG Ratio

FDUS

3.52

Winner

ASC

-6.04

Dividend Yield

Winner

FDUS

9.16%

ASC

3.95%

5Y Dividends CAGR

FDUS

15.13%

ASC

N/A

Debt to Equity

FDUS

91.94%

Winner

ASC

20.02%

Free Cash Flow Yield

FDUS

-18.03%

Winner

ASC

11.33%

P/S Ratio

FDUS

4.30

Winner

ASC

2.02

P/B Ratio

Winner

FDUS

0.96

ASC

1.00

FDUS vs ASC - Historical Returns

Returns include dividend reinvestment.

Period	FDUS	ASC
1 month	-6.62%	-13.78%
3 months	+6.54%	+6.64%
6 months	-1.64%	+43.85%
1 year	+0.58%	+79.07%
5 years(CAGR)	+12.97%	+35.98%
10 years(CAGR)	+13.89%	+9.01%
Max(CAGR)	+12.80%	+4.58%

Winner

FDUS

-6.62%

ASC

-13.78%

FDUS

+6.54%

Winner

ASC

+6.64%

FDUS

-1.64%

Winner

ASC

+43.85%

FDUS

+0.58%

Winner

ASC

+79.07%

5Y(CAGR)

FDUS

+12.97%

Winner

ASC

+35.98%

10Y(CAGR)

Winner

FDUS

+13.89%

ASC

+9.01%

Max(CAGR)

Winner

FDUS

+12.80%

ASC

+4.58%

FDUS vs ASC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FDUS	ASC
2026	-2.51%	+62.02%
2025	+0.79%	-12.37%
2024	+20.97%	-9.54%
2023	+18.93%	+9.22%
2022	+16.13%	+298.07%
2021	+54.52%	+2.42%
2020	+0.81%	-63.24%
2019	+38.22%	+95.04%
2018	-15.78%	-42.35%
2017	+3.59%	+6.67%
2016	+24.51%	-37.00%
2015	+2.90%	+11.17%
2014	-22.99%	-15.39%
2013	+44.85%	+15.84%
2012	+41.01%	N/A
2011	-9.19%	N/A

FDUS vs ASC Drawdown Comparison

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

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

The current FDUS drawdown is -9.36%. The current ASC drawdown is -21.72%.

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

Correlation

Correlation between FDUS and ASC 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)

FDUS vs ASC dividend yield comparison.

Year	FDUS	ASC
2026	2.81%	2.92%
2025	11.14%	2.83%
2024	11.51%	8.89%
2023	14.63%	8.16%
2022	10.51%	0.00%
2021	8.90%	0.00%
2020	10.15%	1.53%
2019	10.78%	0.00%
2018	13.69%	0.00%
2017	10.54%	0.00%
2016	10.17%	5.41%
2015	11.69%	4.80%
2014	11.58%	7.52%
2013	8.92%	0.42%
2012	8.88%	0.00%
2011	4.93%	0.00%