FGN vs GBDC

Comparison between F&G Annuities & Life Inc (FGN, Company) and Golub Capital BDC Inc (GBDC, Company).

FGN vs GBDC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FGN(COMPANY)	GBDC(COMPANY)
Market Cap	$3.36B	$3.36B
Max Drawdown	14.58%	53.13%
Sharpe Ratio	0.03	-0.49
5Y Beta	0.14	0.60
Industry	N/A	Asset Management
P/E Ratio	6.31	16.72
Forward P/E	N/A	10.12
PEG Ratio	N/A	1.40
Dividend Yield	N/A	11.50%
5Y Dividends CAGR	N/A	4.42%
Debt to Equity	48.24%	125.46%
Free Cash Flow Yield	N/A	15.69%
P/S Ratio	N/A	4.03
P/B Ratio	N/A	0.90

Market Cap

Winner

FGN

$3.36B

GBDC

$3.36B

Max Drawdown

Winner

FGN

14.58%

GBDC

53.13%

Sharpe Ratio

Winner

FGN

0.03

GBDC

-0.49

5Y Beta

Winner

FGN

0.14

GBDC

0.60

Industry

FGN

N/A

GBDC

Asset Management

P/E Ratio

Winner

FGN

6.31

GBDC

16.72

Forward P/E

FGN

N/A

GBDC

10.12

PEG Ratio

FGN

N/A

GBDC

1.40

Dividend Yield

FGN

N/A

GBDC

11.50%

5Y Dividends CAGR

FGN

N/A

GBDC

4.42%

Debt to Equity

Winner

FGN

48.24%

GBDC

125.46%

Free Cash Flow Yield

FGN

N/A

GBDC

15.69%

P/S Ratio

FGN

N/A

GBDC

4.03

P/B Ratio

FGN

N/A

GBDC

0.90

FGN vs GBDC - Historical Returns

Returns include dividend reinvestment.

Period	FGN	GBDC
1 month	+2.38%	+3.73%
3 months	+2.14%	+0.16%
6 months	+0.75%	-1.51%
1 year	+3.52%	-8.02%
5 years(CAGR)	N/A	+6.08%
10 years(CAGR)	N/A	+5.69%
Max(CAGR)	+7.15%	+8.13%

FGN

+2.38%

Winner

GBDC

+3.73%

Winner

FGN

+2.14%

GBDC

+0.16%

Winner

FGN

+0.75%

GBDC

-1.51%

Winner

FGN

+3.52%

GBDC

-8.02%

5Y(CAGR)

FGN

N/A

GBDC

+6.08%

10Y(CAGR)

FGN

N/A

GBDC

+5.69%

Max(CAGR)

FGN

+7.15%

Winner

GBDC

+8.13%

FGN vs GBDC - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	FGN	GBDC
2026	+1.27%	-0.71%
2025	+3.77%	-1.11%
2024	+9.39%	+13.64%
2023	+2.14%	+27.67%
2022	N/A	-6.92%
2021	N/A	+17.19%
2020	N/A	-14.35%
2019	N/A	+20.08%
2018	N/A	-1.64%
2017	N/A	+6.26%
2016	N/A	+18.96%
2015	N/A	+0.75%
2014	N/A	+3.12%
2013	N/A	+27.92%
2012	N/A	+12.24%
2011	N/A	-4.31%
2010	N/A	+23.10%

FGN vs GBDC Drawdown Comparison

The maximum drawdown for FGN was -9.50%, occurring on Apr 11, 2025. Recovery took 137 trading sessions.

The maximum drawdown for GBDC was -47.30%, occurring on Apr 2, 2020. Recovery took 441 trading sessions.

The current FGN drawdown is -1.70%. The current GBDC drawdown is -8.02%.

Rank	FGN	GBDC
#1	-9.50% Nov 29, 2024 - Jun 20, 2025	-47.30% Dec 30, 2019 - Sep 29, 2021
#2	-8.89% Sep 17, 2025 - Mar 12, 2026	-19.26% Feb 10, 2022 - Aug 7, 2023
#3	-3.63% Jun 20, 2025 - Jul 31, 2025	-18.70% Dec 30, 2010 - Sep 12, 2012
#4	-2.44% Nov 8, 2024 - Nov 29, 2024	-18.14% Jul 17, 2025 - Feb 27, 2026
#5	-2.24% Jul 22, 2024 - Aug 26, 2024	-16.72% Mar 14, 2014 - Dec 30, 2014
#6	-2.06% Sep 30, 2024 - Nov 5, 2024	-16.54% Apr 29, 2024 - Jul 14, 2025
#7	-1.94% Dec 26, 2023 - Feb 15, 2024	-13.47% Apr 20, 2010 - Jun 24, 2010
#8	-1.73% Aug 20, 2025 - Sep 8, 2025	-11.72% Nov 9, 2018 - Feb 26, 2019
#9	-1.56% Aug 1, 2025 - Aug 20, 2025	-11.17% Dec 1, 2015 - Mar 7, 2016
#10	-1.48% Mar 27, 2024 - May 15, 2024	-9.65% Aug 30, 2016 - Jan 24, 2017
#11	-1.03% May 15, 2024 - May 31, 2024	-9.62% Oct 5, 2012 - Dec 21, 2012
#12	-0.84% Mar 8, 2024 - Mar 22, 2024	-9.41% Jul 23, 2013 - Nov 20, 2013
#13	-0.83% Sep 20, 2024 - Sep 30, 2024	-9.02% May 5, 2017 - Jul 17, 2018
#14	-0.80% Jun 12, 2024 - Jul 5, 2024	-8.74% Apr 23, 2015 - Nov 24, 2015
#15	-0.61% Sep 8, 2025 - Sep 11, 2025	-7.52% Nov 26, 2010 - Dec 30, 2010

Correlation

Correlation between FGN and GBDC is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.33

-101

Dividend Comparison (2010 - 2026)

FGN vs GBDC dividend yield comparison.

Year	FGN	GBDC
2026	3.98%	5.16%
2025	7.81%	11.50%
2024	7.78%	12.73%
2023	0.00%	10.00%
2022	0.00%	9.35%
2021	0.00%	7.58%
2020	0.00%	8.44%
2019	0.00%	7.70%
2018	0.00%	8.49%
2017	0.00%	7.47%
2016	0.00%	8.32%
2015	0.00%	7.70%
2014	0.00%	7.14%
2013	0.00%	6.70%
2012	0.00%	8.01%
2011	0.00%	8.26%
2010	0.00%	5.02%