FDUS vs OXLCL

Comparison between Fidus Investment Corp (FDUS, Company) and Oxford Lane Capital Corp (OXLCL, Company).

5-Year PerformanceFDUS has outperformed OXLCL, delivering a return of +17.3% compared to +5.7%

FDUS vs OXLCL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDUS(COMPANY)	OXLCL(COMPANY)
Market Cap	$771M	$770M
Max Drawdown	78.82%	17.79%
Sharpe Ratio	0.31	0.93
5Y Beta	0.62	0.04
Industry	Asset Management	N/A
P/E Ratio	9.04	N/A
Forward P/E	10.27	N/A
PEG Ratio	3.52	N/A
Dividend Yield	8.42%	7.27%
5Y Dividends CAGR	9.40%	64.38%
Debt to Equity	91.94%	N/A
Free Cash Flow Yield	-16.77%	N/A
P/S Ratio	4.65	N/A
P/B Ratio	1.03	N/A

Market Cap

Winner

FDUS

$771M

OXLCL

$770M

Max Drawdown

FDUS

78.82%

Winner

OXLCL

17.79%

Sharpe Ratio

FDUS

0.31

Winner

OXLCL

0.93

5Y Beta

FDUS

0.62

Winner

OXLCL

0.04

Industry

FDUS

Asset Management

OXLCL

N/A

P/E Ratio

FDUS

9.04

OXLCL

N/A

Forward P/E

FDUS

10.27

OXLCL

N/A

PEG Ratio

FDUS

3.52

OXLCL

N/A

Dividend Yield

Winner

FDUS

8.42%

OXLCL

7.27%

5Y Dividends CAGR

FDUS

9.40%

Winner

OXLCL

64.38%

Debt to Equity

FDUS

91.94%

OXLCL

N/A

Free Cash Flow Yield

FDUS

-16.77%

OXLCL

N/A

P/S Ratio

FDUS

4.65

OXLCL

N/A

P/B Ratio

FDUS

1.03

OXLCL

N/A

FDUS vs OXLCL - Historical Returns

Returns include dividend reinvestment.

Period	FDUS	OXLCL
1 month	+12.76%	-0.08%
3 months	+15.25%	+3.41%
6 months	+10.63%	+4.79%
1 year	+7.12%	+10.94%
5 years(CAGR)	+17.26%	+5.70%
10 years(CAGR)	+15.10%	N/A
Max(CAGR)	+13.80%	+6.45%

Winner

FDUS

+12.76%

OXLCL

-0.08%

Winner

FDUS

+15.25%

OXLCL

+3.41%

Winner

FDUS

+10.63%

OXLCL

+4.79%

FDUS

+7.12%

Winner

OXLCL

+10.94%

5Y(CAGR)

Winner

FDUS

+17.26%

OXLCL

+5.70%

10Y(CAGR)

FDUS

+15.10%

OXLCL

N/A

Max(CAGR)

Winner

FDUS

+13.80%

OXLCL

+6.45%

FDUS vs OXLCL - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	FDUS	OXLCL
2026	+12.78%	+4.57%
2025	+0.79%	+9.98%
2024	+20.97%	+6.23%
2023	+18.93%	+12.05%
2022	+16.13%	-7.91%
2021	+54.52%	+8.95%
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 OXLCL Drawdown Comparison

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

The maximum drawdown for OXLCL was -13.16%, occurring on Nov 4, 2022. Recovery took 414 trading sessions.

The current OXLCL drawdown is -0.49%.

Rank	FDUS	OXLCL
#1	-68.51% Dec 4, 2019 - Nov 27, 2020	-13.16% Jan 10, 2022 - Sep 5, 2023
#2	-34.63% Dec 27, 2013 - Nov 25, 2016	-4.82% Sep 20, 2023 - Dec 12, 2023
#3	-23.93% Feb 14, 2025 - Jul 6, 2026	-4.51% Oct 8, 2024 - Jun 13, 2025
#4	-23.45% Apr 19, 2017 - Feb 20, 2019	-3.16% Aug 4, 2021 - Oct 19, 2021
#5	-22.67% Jun 21, 2011 - Feb 13, 2012	-3.07% Mar 2, 2026 - Apr 20, 2026
#6	-18.89% Apr 25, 2022 - Aug 15, 2022	-2.60% Dec 18, 2023 - Jan 2, 2024
#7	-16.33% Aug 16, 2022 - Nov 7, 2022	-2.44% Apr 10, 2024 - Jun 25, 2024
#8	-14.36% Oct 1, 2012 - Nov 30, 2012	-2.03% Mar 14, 2024 - Mar 21, 2024
#9	-12.47% Jul 31, 2023 - Dec 19, 2023	-1.90% Jun 26, 2024 - Aug 8, 2024
#10	-11.27% Nov 26, 2013 - Dec 24, 2013	-1.81% Jul 15, 2025 - Aug 28, 2025
#11	-11.27% Jul 12, 2019 - Nov 29, 2019	-1.41% May 25, 2021 - Jun 24, 2021
#12	-10.42% Feb 17, 2023 - Jun 27, 2023	-1.39% Jul 2, 2026 - Jul 15, 2026
#13	-10.15% Dec 1, 2020 - Feb 16, 2021	-1.26% Sep 5, 2023 - Sep 20, 2023
#14	-9.77% Mar 28, 2013 - Jun 3, 2013	-1.25% Sep 15, 2025 - Nov 5, 2025
#15	-7.77% May 7, 2021 - Jun 7, 2021	-1.22% Jun 18, 2026 - Jul 2, 2026

Correlation

Correlation between FDUS and OXLCL is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2011 - 2026)

FDUS vs OXLCL dividend yield comparison.

Year	FDUS	OXLCL
2026	5.51%	3.45%
2025	11.14%	7.01%
2024	11.51%	7.24%
2023	14.63%	7.24%
2022	10.51%	7.47%
2021	8.90%	3.76%
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%