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FDUS vs HNRG

Comparison between Fidus Investment Corp (FDUS, Company) and Hallador Energy Company (HNRG, Company).

FDUS is from the Financial Services sector, while HNRG is from the Utilities sector.

5-Year PerformanceHNRG has outperformed FDUS, delivering a return of +37.6% compared to +17.3%

FDUS vs HNRG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
FDUS
$771M
Winner
HNRG
$773M
Max Drawdown
Winner
FDUS
78.82%
HNRG
95.63%
Sharpe Ratio
FDUS
0.31
Winner
HNRG
0.31
5Y Beta
Winner
FDUS
0.62
HNRG
1.48
Industry
FDUS
Asset Management
HNRG
Utilities - Independent Power Producers
P/E Ratio
Winner
FDUS
9.04
HNRG
30.14
Forward P/E
Winner
FDUS
10.27
HNRG
64.10
PEG Ratio
FDUS
3.52
Winner
HNRG
1.26
Dividend Yield
FDUS
8.42%
HNRG
N/A
5Y Dividends CAGR
Winner
FDUS
9.40%
HNRG
4.56%
Debt to Equity
FDUS
91.94%
Winner
HNRG
0.00%
Free Cash Flow Yield
FDUS
-16.77%
Winner
HNRG
-0.26%
P/S Ratio
FDUS
4.65
Winner
HNRG
1.79
P/B Ratio
Winner
FDUS
1.03
HNRG
3.83

FDUS vs HNRG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FDUS
+12.76%
HNRG
-7.23%
3M
Winner
FDUS
+15.25%
HNRG
-3.20%
6M
Winner
FDUS
+10.63%
HNRG
-20.58%
1Y
Winner
FDUS
+7.12%
HNRG
+6.86%
5Y(CAGR)
FDUS
+17.26%
Winner
HNRG
+37.55%
10Y(CAGR)
Winner
FDUS
+15.10%
HNRG
+14.38%
Max(CAGR)
Winner
FDUS
+13.80%
HNRG
+13.45%

FDUS vs HNRG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFDUSHNRG
2026+12.78%-17.10%
2025+0.79%+62.87%
2024+20.97%+24.39%
2023+18.93%-2.86%
2022+16.13%+276.98%
2021+54.52%+64.00%
2020+0.81%-48.74%
2019+38.22%-41.61%
2018-15.78%-17.45%
2017+3.59%-32.28%
2016+24.51%+87.90%
2015+2.90%-58.10%
2014-22.99%+35.14%
2013+44.85%-1.93%
2012+41.01%-12.65%
2011-9.19%-3.66%
2010N/A+41.77%
2009N/A+161.67%
2008N/A-29.41%
2007N/A+16.67%
2006N/A-7.69%
2005N/A+54.76%
2004N/A+82.61%
2003N/A+71.43%
2002N/A-60.00%
2001N/A-15.05%
2000N/A+212.12%
1999N/A-12.00%

FDUS vs HNRG Drawdown Comparison

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

The maximum drawdown for HNRG was -94.91%, occurring on Sep 23, 2020. Recovery took 2297 trading sessions.

The current HNRG drawdown is -32.59%.

RankFDUSHNRG
#1-68.51%
Dec 4, 2019 - Nov 27, 2020
-94.91%
Jul 30, 2014 - Sep 14, 2023
#2-34.63%
Dec 27, 2013 - Nov 25, 2016
-86.00%
Apr 27, 2001 - Sep 29, 2008
#3-23.93%
Feb 14, 2025 - Jul 6, 2026
-71.13%
Oct 17, 2023 - May 13, 2025
#4-23.45%
Apr 19, 2017 - Feb 20, 2019
-54.55%
Sep 29, 2008 - May 11, 2009
#5-22.67%
Jun 21, 2011 - Feb 13, 2012
-53.33%
May 31, 2000 - Mar 30, 2001
#6-18.89%
Apr 25, 2022 - Aug 15, 2022
-47.41%
Jun 14, 2010 - Jul 2, 2014
#7-16.33%
Aug 16, 2022 - Nov 7, 2022
-36.62%
Nov 11, 2025 - Apr 14, 2026
#8-14.36%
Oct 1, 2012 - Nov 30, 2012
-34.45%
Jan 21, 2000 - Mar 30, 2000
#9-12.47%
Jul 31, 2023 - Dec 19, 2023
-29.17%
Aug 8, 2025 - Oct 14, 2025
#10-11.27%
Nov 26, 2013 - Dec 24, 2013
-24.48%
May 21, 2025 - Aug 7, 2025
#11-11.27%
Jul 12, 2019 - Nov 29, 2019
-23.08%
May 19, 2009 - Sep 15, 2009
#12-10.42%
Feb 17, 2023 - Jun 27, 2023
-16.85%
Dec 3, 2009 - Jan 20, 2010
#13-10.15%
Dec 1, 2020 - Feb 16, 2021
-16.67%
Oct 26, 2009 - Nov 17, 2009
#14-9.77%
Mar 28, 2013 - Jun 3, 2013
-15.82%
Mar 16, 2010 - May 21, 2010
#15-7.77%
May 7, 2021 - Jun 7, 2021
-15.38%
Feb 2, 2010 - Mar 16, 2010

Correlation

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

0.61
-101

Dividend Comparison (2010 - 2026)

FDUS vs HNRG dividend yield comparison.

YearFDUSHNRG
20265.51%0.00%
202511.14%0.00%
202411.51%0.00%
202314.63%0.00%
202210.51%0.00%
20218.90%0.00%
202010.15%2.72%
201910.78%5.39%
201813.69%3.16%
201710.54%2.63%
201610.17%1.76%
201511.69%3.51%
201411.58%1.45%
20138.92%1.49%
20128.88%9.69%
20114.93%1.21%
20100.00%0.95%

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