FDUS vs OCS
Comparison between Fidus Investment Corp (FDUS, Company) and Oculis Holding AG (OCS, Company).
FDUS is from the Financial Services sector, while OCS is from the Healthcare sector.
FDUS vs OCS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
FDUS
$771M
Winner
OCS
$773M
Max Drawdown
FDUS
78.82%
Winner
OCS
67.20%
Sharpe Ratio
Winner
FDUS
0.31
OCS
-0.23
5Y Beta
Winner
FDUS
0.62
OCS
0.65
Industry
FDUS
Asset Management
OCS
Biotechnology
P/E Ratio
FDUS
9.04
Winner
OCS
-6.06
Forward P/E
FDUS
10.27
OCS
N/A
PEG Ratio
FDUS
3.52
OCS
N/A
Dividend Yield
FDUS
8.42%
OCS
N/A
5Y Dividends CAGR
FDUS
9.40%
OCS
N/A
Debt to Equity
FDUS
91.94%
Winner
OCS
1.14%
Free Cash Flow Yield
FDUS
-16.77%
Winner
OCS
-10.28%
P/S Ratio
Winner
FDUS
4.65
OCS
705.51
P/B Ratio
Winner
FDUS
1.03
OCS
3.22
FDUS vs OCS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FDUS
+12.76%
OCS
+10.13%
3M
Winner
FDUS
+15.25%
OCS
-53.93%
6M
Winner
FDUS
+10.63%
OCS
-50.00%
1Y
Winner
FDUS
+7.12%
OCS
-29.40%
5Y(CAGR)
FDUS
+17.26%
OCS
N/A
10Y(CAGR)
FDUS
+15.10%
OCS
N/A
Max(CAGR)
Winner
FDUS
+13.80%
OCS
+3.61%
FDUS vs OCS - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | FDUS | OCS |
|---|---|---|
| 2026 | +12.78% | -36.95% |
| 2025 | +0.79% | +17.96% |
| 2024 | +20.97% | +53.85% |
| 2023 | +18.93% | +0.36% |
| 2022 | +16.13% | N/A |
| 2021 | +54.52% | N/A |
| 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 OCS Drawdown Comparison
The maximum drawdown for FDUS was -68.51%, occurring on Mar 18, 2020. Recovery took 248 trading sessions.
The maximum drawdown for OCS was -67.20%, occurring on Jun 8, 2026. This drawdown has not yet recovered.
The current OCS drawdown is -61.38%.
| Rank | FDUS | OCS |
|---|---|---|
| #1 | -68.51% Dec 4, 2019 - Nov 27, 2020 | -67.20% May 11, 2026 - Jun 8, 2026 |
| #2 | -34.63% Dec 27, 2013 - Nov 25, 2016 | -37.53% Mar 2, 2023 - Apr 24, 2023 |
| #3 | -23.93% Feb 14, 2025 - Jul 6, 2026 | -37.28% Jan 31, 2025 - Jan 9, 2026 |
| #4 | -23.45% Apr 19, 2017 - Feb 20, 2019 | -34.98% Aug 25, 2023 - Oct 7, 2024 |
| #5 | -22.67% Jun 21, 2011 - Feb 13, 2012 | -20.92% Nov 1, 2024 - Jan 7, 2025 |
| #6 | -18.89% Apr 25, 2022 - Aug 15, 2022 | -18.59% May 2, 2023 - Aug 9, 2023 |
| #7 | -16.33% Aug 16, 2022 - Nov 7, 2022 | -18.24% Feb 26, 2026 - May 7, 2026 |
| #8 | -14.36% Oct 1, 2012 - Nov 30, 2012 | -9.79% Apr 24, 2023 - May 1, 2023 |
| #9 | -12.47% Jul 31, 2023 - Dec 19, 2023 | -9.16% Feb 2, 2026 - Feb 20, 2026 |
| #10 | -11.27% Nov 26, 2013 - Dec 24, 2013 | -7.70% Oct 9, 2024 - Oct 21, 2024 |
| #11 | -11.27% Jul 12, 2019 - Nov 29, 2019 | -6.16% Aug 16, 2023 - Aug 23, 2023 |
| #12 | -10.42% Feb 17, 2023 - Jun 27, 2023 | -4.65% Oct 21, 2024 - Oct 28, 2024 |
| #13 | -10.15% Dec 1, 2020 - Feb 16, 2021 | -3.12% Jan 17, 2025 - Jan 31, 2025 |
| #14 | -9.77% Mar 28, 2013 - Jun 3, 2013 | -2.85% Aug 9, 2023 - Aug 15, 2023 |
| #15 | -7.77% May 7, 2021 - Jun 7, 2021 | -1.78% Feb 20, 2026 - Feb 24, 2026 |
Correlation
Correlation between FDUS and OCS is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
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