FDUS vs JBI

Comparison between Fidus Investment Corp (FDUS, Company) and Janus International Group Inc - Class A (JBI, Company).

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

5-Year PerformanceFDUS has outperformed JBI, delivering a return of +14.1% compared to -17.5%

FDUS vs JBI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDUS(COMPANY)	JBI(COMPANY)
Market Cap	$711M	$713M
Max Drawdown	78.82%	69.92%
Sharpe Ratio	0.08	-0.73
5Y Beta	0.61	1.02
Industry	Asset Management	Building Products & Equipment
P/E Ratio	8.34	15.31
Forward P/E	9.50	10.52
PEG Ratio	3.52	N/A
Dividend Yield	9.24%	N/A
5Y Dividends CAGR	9.40%	N/A
Debt to Equity	91.94%	97.61%
Free Cash Flow Yield	-18.19%	14.81%
P/S Ratio	4.24	0.79
P/B Ratio	0.95	1.25

Market Cap

FDUS

$711M

Winner

JBI

$713M

Max Drawdown

FDUS

78.82%

Winner

JBI

69.92%

Sharpe Ratio

Winner

FDUS

0.08

JBI

-0.73

5Y Beta

Winner

FDUS

0.61

JBI

1.02

Industry

FDUS

Asset Management

JBI

Building Products & Equipment

P/E Ratio

Winner

FDUS

8.34

JBI

15.31

Forward P/E

Winner

FDUS

9.50

JBI

10.52

PEG Ratio

FDUS

3.52

JBI

N/A

Dividend Yield

FDUS

9.24%

JBI

N/A

5Y Dividends CAGR

FDUS

9.40%

JBI

N/A

Debt to Equity

Winner

FDUS

91.94%

JBI

97.61%

Free Cash Flow Yield

FDUS

-18.19%

Winner

JBI

14.81%

P/S Ratio

FDUS

4.24

Winner

JBI

0.79

P/B Ratio

Winner

FDUS

0.95

JBI

1.25

FDUS vs JBI - Historical Returns

Returns include dividend reinvestment.

Period	FDUS	JBI
1 month	-0.11%	+5.33%
3 months	+4.82%	-6.38%
6 months	+0.37%	-23.28%
1 year	+2.49%	-34.85%
5 years(CAGR)	+14.12%	-17.47%
10 years(CAGR)	+14.25%	N/A
Max(CAGR)	+12.84%	-9.42%

FDUS

-0.11%

Winner

JBI

+5.33%

Winner

FDUS

+4.82%

JBI

-6.38%

Winner

FDUS

+0.37%

JBI

-23.28%

Winner

FDUS

+2.49%

JBI

-34.85%

5Y(CAGR)

Winner

FDUS

+14.12%

JBI

-17.47%

10Y(CAGR)

FDUS

+14.25%

JBI

N/A

Max(CAGR)

Winner

FDUS

+12.84%

JBI

-9.42%

FDUS vs JBI - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FDUS	JBI
2026	-1.67%	-22.71%
2025	+0.79%	-11.50%
2024	+20.97%	-45.11%
2023	+18.93%	+35.65%
2022	+16.13%	-22.60%
2021	+54.52%	+18.56%
2020	+0.81%	+9.29%
2019	+38.22%	+0.31%
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 JBI Drawdown Comparison

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

The maximum drawdown for JBI was -69.92%, occurring on May 19, 2026. This drawdown has not yet recovered.

The current FDUS drawdown is -8.58%. The current JBI drawdown is -67.39%.

Rank	FDUS	JBI
#1	-68.51% Dec 4, 2019 - Nov 27, 2020	-69.92% Sep 3, 2021 - May 19, 2026
#2	-34.63% Dec 27, 2013 - Nov 25, 2016	-22.79% Feb 19, 2021 - Aug 10, 2021
#3	-23.93% Feb 14, 2025 - Apr 8, 2025	-8.94% Aug 11, 2021 - Sep 2, 2021
#4	-23.45% Apr 19, 2017 - Feb 20, 2019	-8.39% Feb 21, 2020 - Jun 19, 2020
#5	-22.67% Jun 21, 2011 - Feb 13, 2012	-6.14% Sep 29, 2020 - Dec 22, 2020
#6	-18.89% Apr 25, 2022 - Aug 15, 2022	-5.29% Dec 28, 2020 - Jan 7, 2021
#7	-16.33% Aug 16, 2022 - Nov 7, 2022	-4.81% Jul 23, 2020 - Sep 29, 2020
#8	-14.36% Oct 1, 2012 - Nov 30, 2012	-3.82% Jan 26, 2021 - Feb 2, 2021
#9	-12.47% Jul 31, 2023 - Dec 19, 2023	-2.21% Feb 10, 2021 - Feb 17, 2021
#10	-11.27% Nov 26, 2013 - Dec 24, 2013	-1.83% Feb 2, 2021 - Feb 5, 2021
#11	-11.27% Jul 12, 2019 - Nov 29, 2019	-1.70% Jun 19, 2020 - Jul 1, 2020
#12	-10.42% Feb 17, 2023 - Jun 27, 2023	-1.64% Jan 12, 2021 - Jan 22, 2021
#13	-10.15% Dec 1, 2020 - Feb 16, 2021	-1.09% Jul 1, 2020 - Jul 10, 2020
#14	-9.77% Mar 28, 2013 - Jun 3, 2013	-0.91% Jan 15, 2020 - Jan 29, 2020
#15	-7.77% May 7, 2021 - Jun 7, 2021	-0.70% Feb 18, 2020 - Feb 21, 2020

Correlation

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

-0.37

-101