FDUS vs BRSP

Comparison between Fidus Investment Corp (FDUS, Company) and BrightSpire Capital Inc - Class A (BRSP, Company).

FDUS is from the Financial Services sector, while BRSP is from the Real Estate sector.

5-Year PerformanceFDUS has outperformed BRSP, delivering a return of +14.6% compared to -0.7%

FDUS vs BRSP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDUS(COMPANY)	BRSP(COMPANY)
Market Cap	$696M	$698M
Max Drawdown	78.82%	87.78%
Sharpe Ratio	0.13	0.82
5Y Beta	0.61	0.77
Industry	Asset Management	Reit - Mortgage
P/E Ratio	8.16	-59.30
Forward P/E	9.35	24.75
Dividend Yield	9.38%	11.70%
5Y Dividends CAGR	9.40%	51.57%
Debt to Equity	91.94%	282.38%
Free Cash Flow Yield	-18.58%	10.53%

Market Cap

FDUS

$696M

Winner

BRSP

$698M

Max Drawdown

Winner

FDUS

78.82%

BRSP

87.78%

Sharpe Ratio

FDUS

0.13

Winner

BRSP

0.82

5Y Beta

Winner

FDUS

0.61

BRSP

0.77

Industry

FDUS

Asset Management

BRSP

Reit - Mortgage

P/E Ratio

FDUS

8.16

Winner

BRSP

-59.30

Forward P/E

Winner

FDUS

9.35

BRSP

24.75

Dividend Yield

FDUS

9.38%

Winner

BRSP

11.70%

5Y Dividends CAGR

FDUS

9.40%

Winner

BRSP

51.57%

Debt to Equity

Winner

FDUS

91.94%

BRSP

282.38%

Free Cash Flow Yield

FDUS

-18.58%

Winner

BRSP

10.53%

FDUS vs BRSP - Historical Returns

Returns include dividend reinvestment.

Period	FDUS	BRSP
1 month	+1.66%	-3.82%
3 months	+7.39%	+1.57%
6 months	+2.21%	-1.33%
1 year	+2.93%	+21.58%
5 years(CAGR)	+14.59%	-0.70%
10 years(CAGR)	+14.45%	-6.00%
Max(CAGR)	+12.97%	-6.00%

Winner

FDUS

+1.66%

BRSP

-3.82%

Winner

FDUS

+7.39%

BRSP

+1.57%

Winner

FDUS

+2.21%

BRSP

-1.33%

FDUS

+2.93%

Winner

BRSP

+21.58%

5Y(CAGR)

Winner

FDUS

+14.59%

BRSP

-0.70%

10Y(CAGR)

Winner

FDUS

+14.45%

BRSP

-6.00%

Max(CAGR)

Winner

FDUS

+12.97%

BRSP

-6.00%

FDUS vs BRSP - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FDUS	BRSP
2026	+0.07%	-0.38%
2025	+0.79%	+10.80%
2024	+20.97%	-13.40%
2023	+18.93%	+33.01%
2022	+16.13%	-31.10%
2021	+54.52%	+53.82%
2020	+0.81%	-40.04%
2019	+38.22%	-7.05%
2018	-15.78%	-16.04%
2017	+3.59%	N/A
2016	+24.51%	N/A
2015	+2.90%	N/A
2014	-22.99%	N/A
2013	+44.85%	N/A
2012	+41.01%	N/A
2011	-9.19%	N/A

FDUS vs BRSP Drawdown Comparison

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

The maximum drawdown for BRSP was -85.71%, occurring on Mar 20, 2020. This drawdown has not yet recovered.

The current FDUS drawdown is -6.96%. The current BRSP drawdown is -49.80%.

Rank	FDUS	BRSP
#1	-68.51% Dec 4, 2019 - Nov 27, 2020	-85.71% Sep 21, 2018 - Mar 20, 2020
#2	-34.63% Dec 27, 2013 - Nov 25, 2016	-12.11% Mar 9, 2018 - Jun 29, 2018
#3	-23.93% Feb 14, 2025 - Apr 8, 2025	-9.56% Feb 1, 2018 - Feb 23, 2018
#4	-23.45% Apr 19, 2017 - Feb 20, 2019	-7.18% Jul 13, 2018 - Sep 11, 2018
#5	-22.67% Jun 21, 2011 - Feb 13, 2012	-2.25% Mar 2, 2018 - Mar 7, 2018
#6	-18.89% Apr 25, 2022 - Aug 15, 2022	-1.82% Feb 28, 2018 - Mar 2, 2018
#7	-16.33% Aug 16, 2022 - Nov 7, 2022	-1.82% Jul 6, 2018 - Jul 13, 2018
#8	-14.36% Oct 1, 2012 - Nov 30, 2012	-0.78% Feb 23, 2018 - Feb 27, 2018
#9	-12.47% Jul 31, 2023 - Dec 19, 2023	-0.10% Jul 2, 2018 - Jul 5, 2018
#10	-11.27% Nov 26, 2013 - Dec 24, 2013	N/A
#11	-11.27% Jul 12, 2019 - Nov 29, 2019	N/A
#12	-10.42% Feb 17, 2023 - Jun 27, 2023	N/A
#13	-10.15% Dec 1, 2020 - Feb 16, 2021	N/A
#14	-9.77% Mar 28, 2013 - Jun 3, 2013	N/A
#15	-7.77% May 7, 2021 - Jun 7, 2021	N/A

Correlation

Correlation between FDUS and BRSP is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.37

-101

Dividend Comparison (2011 - 2026)

FDUS vs BRSP dividend yield comparison.

Year	FDUS	BRSP
2026	6.21%	2.89%
2025	11.14%	11.43%
2024	11.51%	12.77%
2023	14.63%	10.75%
2022	10.51%	12.68%
2021	8.90%	5.65%
2020	10.15%	4.00%
2019	10.78%	12.54%
2018	13.69%	10.10%
2017	10.54%	0.00%
2016	10.17%	0.00%
2015	11.69%	0.00%
2014	11.58%	0.00%
2013	8.92%	0.00%
2012	8.88%	0.00%
2011	4.93%	0.00%