FDUS vs CUBB

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

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

FDUS vs CUBB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

FDUS

$748M

Winner

CUBB

$750M

Max Drawdown

FDUS

78.82%

Winner

CUBB

48.24%

Sharpe Ratio

FDUS

0.01

Winner

CUBB

1.00

5Y Beta

FDUS

0.62

Winner

CUBB

0.07

Industry

FDUS

Asset Management

CUBB

N/A

P/E Ratio

FDUS

8.76

Winner

CUBB

2.65

Forward P/E

FDUS

10.10

CUBB

N/A

PEG Ratio

FDUS

3.52

Winner

CUBB

0.03

Dividend Yield

Winner

FDUS

8.75%

CUBB

6.75%

5Y Dividends CAGR

Winner

FDUS

9.40%

CUBB

-4.37%

5Y EPS CAGR

FDUS

N/A

CUBB

9.91%

Debt to Equity

FDUS

91.94%

Winner

CUBB

3.26%

Free Cash Flow Yield

FDUS

-17.31%

Winner

CUBB

56.35%

P/S Ratio

FDUS

4.48

CUBB

N/A

P/B Ratio

FDUS

1.01

CUBB

N/A

FDUS vs CUBB - Historical Returns

Returns include dividend reinvestment.

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

Winner

FDUS

+6.23%

CUBB

+3.83%

Winner

FDUS

+9.52%

CUBB

-0.75%

Winner

FDUS

+5.59%

CUBB

+3.94%

FDUS

+0.97%

Winner

CUBB

+16.98%

5Y(CAGR)

Winner

FDUS

+15.86%

CUBB

+2.51%

10Y(CAGR)

FDUS

+14.25%

CUBB

N/A

Max(CAGR)

Winner

FDUS

+13.31%

CUBB

+4.93%

FDUS vs CUBB - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FDUS	CUBB
2026	+5.96%	+3.58%
2025	+0.79%	+18.45%
2024	+20.97%	+5.73%
2023	+18.93%	+2.28%
2022	+16.13%	-19.06%
2021	+54.52%	+9.68%
2020	+0.81%	+9.32%
2019	+38.22%	+0.76%
2018	-15.78%	N/A
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 CUBB Drawdown Comparison

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

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

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

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

Correlation

Correlation between FDUS and CUBB 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)

FDUS vs CUBB dividend yield comparison.

Year	FDUS	CUBB
2026	5.87%	2.99%
2025	11.14%	6.05%
2024	11.51%	6.92%
2023	14.63%	6.93%
2022	10.51%	6.52%
2021	8.90%	5.00%
2020	10.15%	6.86%
2019	10.78%	0.00%
2018	13.69%	0.00%
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%