FDUS vs NEWTZ
Comparison between Fidus Investment Corp (FDUS, Company) and NewtekOne Inc (NEWTZ, Company).
5-Year PerformanceFDUS has outperformed NEWTZ, delivering a return of +13.1% compared to +4.0%
FDUS vs NEWTZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
FDUS
$718M
Winner
NEWTZ
$720M
Max Drawdown
FDUS
78.82%
Winner
NEWTZ
17.42%
Sharpe Ratio
FDUS
0.06
Winner
NEWTZ
0.55
5Y Beta
FDUS
0.62
NEWTZ
N/A
Industry
FDUS
Asset Management
NEWTZ
Other
P/E Ratio
Winner
FDUS
8.41
NEWTZ
10.92
Forward P/E
FDUS
9.43
NEWTZ
N/A
PEG Ratio
FDUS
3.52
Winner
NEWTZ
0.70
Dividend Yield
Winner
FDUS
9.16%
NEWTZ
5.58%
5Y Dividends CAGR
FDUS
15.13%
NEWTZ
N/A
Debt to Equity
Winner
FDUS
91.94%
NEWTZ
136.02%
Free Cash Flow Yield
FDUS
-18.03%
NEWTZ
N/A
P/S Ratio
FDUS
4.30
NEWTZ
N/A
P/B Ratio
FDUS
0.96
NEWTZ
N/A
FDUS vs NEWTZ - Historical Returns
Returns include dividend reinvestment.
1M
FDUS
-3.70%
Winner
NEWTZ
+0.63%
3M
Winner
FDUS
+3.47%
NEWTZ
+1.56%
6M
FDUS
-1.09%
Winner
NEWTZ
+3.38%
1Y
FDUS
+2.42%
Winner
NEWTZ
+5.97%
5Y(CAGR)
Winner
FDUS
+13.15%
NEWTZ
+4.04%
10Y(CAGR)
FDUS
+13.93%
NEWTZ
N/A
Max(CAGR)
Winner
FDUS
+12.80%
NEWTZ
+4.64%
FDUS vs NEWTZ - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | FDUS | NEWTZ |
|---|---|---|
| 2026 | -2.57% | +0.49% |
| 2025 | +0.79% | +7.25% |
| 2024 | +20.97% | +11.85% |
| 2023 | +18.93% | +1.40% |
| 2022 | +16.13% | +0.28% |
| 2021 | +54.52% | +3.66% |
| 2020 | +0.81% | N/A |
| 2019 | +38.22% | N/A |
| 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 NEWTZ Drawdown Comparison
The maximum drawdown for FDUS was -68.51%, occurring on Mar 18, 2020. Recovery took 248 trading sessions.
The maximum drawdown for NEWTZ was -10.39%, occurring on Mar 22, 2023. Recovery took 737 trading sessions.
The current FDUS drawdown is -9.41%.
| Rank | FDUS | NEWTZ |
|---|---|---|
| #1 | -68.51% Dec 4, 2019 - Nov 27, 2020 | -10.39% Feb 8, 2021 - Jan 12, 2024 |
| #2 | -34.63% Dec 27, 2013 - Nov 25, 2016 | -2.82% Jan 12, 2024 - Mar 14, 2024 |
| #3 | -23.93% Feb 14, 2025 - Apr 8, 2025 | -2.36% Jan 24, 2025 - Apr 15, 2025 |
| #4 | -23.45% Apr 19, 2017 - Feb 20, 2019 | -2.09% Apr 5, 2024 - May 6, 2024 |
| #5 | -22.67% Jun 21, 2011 - Feb 13, 2012 | -1.75% Dec 31, 2024 - Jan 24, 2025 |
| #6 | -18.89% Apr 25, 2022 - Aug 15, 2022 | -1.52% Jan 29, 2021 - Feb 8, 2021 |
| #7 | -16.33% Aug 16, 2022 - Nov 7, 2022 | -1.52% Nov 29, 2024 - Dec 31, 2024 |
| #8 | -14.36% Oct 1, 2012 - Nov 30, 2012 | -1.50% May 13, 2024 - Jun 4, 2024 |
| #9 | -12.47% Jul 31, 2023 - Dec 19, 2023 | -1.47% Jul 15, 2024 - Aug 12, 2024 |
| #10 | -11.27% Nov 26, 2013 - Dec 24, 2013 | -1.00% Apr 15, 2025 - Jun 9, 2025 |
| #11 | -11.27% Jul 12, 2019 - Nov 29, 2019 | -0.81% Nov 12, 2024 - Nov 21, 2024 |
| #12 | -10.42% Feb 17, 2023 - Jun 27, 2023 | -0.74% Jun 4, 2024 - Jun 21, 2024 |
| #13 | -10.15% Dec 1, 2020 - Feb 16, 2021 | -0.70% Mar 14, 2024 - Mar 19, 2024 |
| #14 | -9.77% Mar 28, 2013 - Jun 3, 2013 | -0.70% Aug 22, 2024 - Sep 11, 2024 |
| #15 | -7.77% May 7, 2021 - Jun 7, 2021 | -0.62% Jun 21, 2024 - Jul 8, 2024 |
Correlation
Correlation between FDUS and NEWTZ is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2011 - 2026)
FDUS vs NEWTZ dividend yield comparison.
| Year | FDUS | NEWTZ |
|---|---|---|
| 2026 | 2.82% | 1.38% |
| 2025 | 11.14% | 5.46% |
| 2024 | 11.51% | 5.46% |
| 2023 | 14.63% | 5.79% |
| 2022 | 10.51% | 4.16% |
| 2021 | 8.90% | 2.67% |
| 2020 | 10.15% | 0.00% |
| 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% |
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