GBDC vs FGN

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

GBDC vs FGN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GBDC(COMPANY)	FGN(COMPANY)
Market Cap	$3.38B	$3.36B
Max Drawdown	53.13%	14.58%
Sharpe Ratio	-0.24	0.00
5Y Beta	0.60	0.15
Industry	Asset Management	N/A
P/E Ratio	16.83	6.31
Forward P/E	10.19	N/A
PEG Ratio	1.40	N/A
Dividend Yield	11.40%	N/A
5Y Dividends CAGR	5.28%	N/A
Debt to Equity	125.46%	48.24%
Free Cash Flow Yield	15.58%	N/A
P/S Ratio	4.11	N/A
P/B Ratio	0.91	N/A

Market Cap

Winner

GBDC

$3.38B

FGN

$3.36B

Max Drawdown

GBDC

53.13%

Winner

FGN

14.58%

Sharpe Ratio

GBDC

-0.24

Winner

FGN

0.00

5Y Beta

GBDC

0.60

Winner

FGN

0.15

Industry

GBDC

Asset Management

FGN

N/A

P/E Ratio

GBDC

16.83

Winner

FGN

6.31

Forward P/E

GBDC

10.19

FGN

N/A

PEG Ratio

GBDC

1.40

FGN

N/A

Dividend Yield

GBDC

11.40%

FGN

N/A

5Y Dividends CAGR

GBDC

5.28%

FGN

N/A

Debt to Equity

GBDC

125.46%

Winner

FGN

48.24%

Free Cash Flow Yield

GBDC

15.58%

FGN

N/A

P/S Ratio

GBDC

4.11

FGN

N/A

P/B Ratio

GBDC

0.91

FGN

N/A

GBDC vs FGN - Historical Returns

Returns include dividend reinvestment.

Period	GBDC	FGN
1 month	+0.99%	-0.43%
3 months	+12.58%	+5.47%
6 months	-0.75%	-0.38%
1 year	-2.59%	+1.99%
5 years(CAGR)	+6.81%	N/A
10 years(CAGR)	+6.68%	N/A
Max(CAGR)	+8.28%	+6.51%

Winner

GBDC

+0.99%

FGN

-0.43%

Winner

GBDC

+12.58%

FGN

+5.47%

GBDC

-0.75%

Winner

FGN

-0.38%

GBDC

-2.59%

Winner

FGN

+1.99%

5Y(CAGR)

GBDC

+6.81%

FGN

N/A

10Y(CAGR)

GBDC

+6.68%

FGN

N/A

Max(CAGR)

Winner

GBDC

+8.28%

FGN

+6.51%

GBDC vs FGN - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	GBDC	FGN
2026	+0.64%	-1.00%
2025	-1.11%	+3.77%
2024	+13.64%	+9.39%
2023	+27.67%	+2.14%
2022	-6.92%	N/A
2021	+17.19%	N/A
2020	-14.35%	N/A
2019	+20.08%	N/A
2018	-1.64%	N/A
2017	+6.26%	N/A
2016	+18.96%	N/A
2015	+0.75%	N/A
2014	+3.12%	N/A
2013	+27.92%	N/A
2012	+12.24%	N/A
2011	-4.31%	N/A
2010	+23.10%	N/A

GBDC vs FGN Drawdown Comparison

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

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

The current GBDC drawdown is -6.76%. The current FGN drawdown is -3.90%.

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

Correlation

Correlation between GBDC and FGN is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.34

-101

Dividend Comparison (2010 - 2026)

GBDC vs FGN dividend yield comparison.

Year	GBDC	FGN
2026	2.48%	4.07%
2025	11.50%	7.81%
2024	12.73%	7.78%
2023	10.00%	0.00%
2022	9.35%	0.00%
2021	7.58%	0.00%
2020	8.44%	0.00%
2019	7.70%	0.00%
2018	8.49%	0.00%
2017	7.47%	0.00%
2016	8.32%	0.00%
2015	7.70%	0.00%
2014	7.14%	0.00%
2013	6.70%	0.00%
2012	8.01%	0.00%
2011	8.26%	0.00%
2010	5.02%	0.00%