HCXY vs EPR
Comparison between Hercules Capital Inc (HCXY, Company) and EPR Properties (EPR, Company).
HCXY is from the Financials sector, while EPR is from the Real Estate sector.
5-Year PerformanceEPR has outperformed HCXY, delivering a return of +10.1% compared to +4.7%
HCXY vs EPR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HCXY vs EPR - Historical Returns
Returns include dividend reinvestment.
HCXY vs EPR - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HCXY | EPR |
|---|---|---|
| 2026 | +0.85% | +21.44% |
| 2025 | +7.15% | +21.29% |
| 2024 | +6.06% | -1.89% |
| 2023 | +11.82% | +41.97% |
| 2022 | -2.14% | -16.25% |
| 2021 | +4.59% | +58.24% |
| 2020 | +7.89% | -51.00% |
| 2019 | +19.30% | +18.82% |
| 2018 | -2.28% | +5.11% |
| 2017 | N/A | -3.56% |
| 2016 | N/A | +30.23% |
| 2015 | N/A | +6.19% |
| 2014 | N/A | +24.88% |
| 2013 | N/A | +13.02% |
| 2012 | N/A | +11.45% |
| 2011 | N/A | -2.11% |
| 2010 | N/A | +39.50% |
| 2009 | N/A | +34.98% |
| 2008 | N/A | -30.30% |
| 2007 | N/A | -14.92% |
| 2006 | N/A | +52.54% |
| 2005 | N/A | -1.24% |
| 2004 | N/A | +35.28% |
| 2003 | N/A | +56.24% |
| 2002 | N/A | +32.63% |
| 2001 | N/A | +85.03% |
| 2000 | N/A | -4.21% |
| 1999 | N/A | -3.21% |
HCXY vs EPR Drawdown Comparison
The maximum drawdown for HCXY was -34.76%, occurring on Mar 20, 2020. Recovery took 146 trading sessions.
The maximum drawdown for EPR was -82.01%, occurring on Mar 18, 2020. Recovery took 1413 trading sessions.
The current HCXY drawdown is -0.80%. The current EPR drawdown is -0.32%.
| Rank | HCXY | EPR |
|---|---|---|
| #1 | -34.76% Feb 26, 2020 - Sep 23, 2020 | -82.01% Oct 23, 2019 - Jun 9, 2025 |
| #2 | -15.28% Oct 14, 2021 - Jan 13, 2023 | -78.74% Feb 20, 2007 - Jul 7, 2011 |
| #3 | -11.53% Feb 7, 2023 - Jul 17, 2023 | -31.01% Aug 1, 2016 - Feb 4, 2019 |
| #4 | -9.12% Sep 28, 2018 - Jan 4, 2019 | -28.64% Jul 14, 2000 - Jan 16, 2001 |
| #5 | -7.45% Jul 21, 2023 - Nov 8, 2023 | -28.01% Jul 20, 2011 - Apr 25, 2012 |
| #6 | -4.21% Jul 22, 2019 - Aug 28, 2019 | -24.02% Apr 1, 2004 - Nov 1, 2004 |
| #7 | -4.00% Nov 8, 2023 - Dec 22, 2023 | -22.92% Jan 7, 2000 - May 16, 2000 |
| #8 | -3.97% Jul 15, 2021 - Oct 14, 2021 | -21.38% Feb 5, 2015 - Feb 3, 2016 |
| #9 | -3.91% Jan 14, 2021 - Apr 14, 2021 | -21.22% May 21, 2013 - Jul 14, 2014 |
| #10 | -3.58% Feb 5, 2024 - May 14, 2024 | -19.88% Jun 28, 2002 - Dec 16, 2002 |
| #11 | -3.58% Oct 22, 2024 - Feb 26, 2025 | -19.50% Feb 26, 2026 - Jun 12, 2026 |
| #12 | -3.55% Jan 13, 2023 - Feb 7, 2023 | -18.72% Jul 14, 2025 - Feb 23, 2026 |
| #13 | -3.42% Sep 9, 2019 - Nov 29, 2019 | -17.38% Jul 5, 2005 - Aug 2, 2006 |
| #14 | -3.26% Nov 4, 2020 - Nov 13, 2020 | -15.71% Jul 24, 2014 - Dec 29, 2014 |
| #15 | -3.20% Feb 18, 2026 - Mar 31, 2026 | -14.74% Apr 27, 2012 - Sep 6, 2012 |
Correlation
Correlation between HCXY and EPR is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (1999 - 2026)
HCXY vs EPR dividend yield comparison.
| Year | HCXY | EPR |
|---|---|---|
| 2026 | 3.13% | 3.07% |
| 2025 | 6.13% | 7.05% |
| 2024 | 6.21% | 7.68% |
| 2023 | 6.19% | 6.81% |
| 2022 | 6.35% | 8.62% |
| 2021 | 5.86% | 3.16% |
| 2020 | 5.83% | 4.66% |
| 2019 | 5.93% | 6.37% |
| 2018 | 0.67% | 5.62% |
| 2017 | 0.00% | 6.23% |
| 2016 | 0.00% | 5.35% |
| 2015 | 0.00% | 6.21% |
| 2014 | 0.00% | 5.93% |
| 2013 | 0.00% | 6.43% |
| 2012 | 0.00% | 6.51% |
| 2011 | 0.00% | 6.41% |
| 2010 | 0.00% | 5.62% |
| 2009 | 0.00% | 7.37% |
| 2008 | 0.00% | 11.28% |
| 2007 | 0.00% | 6.47% |
| 2006 | 0.00% | 4.71% |
| 2005 | 0.00% | 6.13% |
| 2004 | 0.00% | 5.05% |
| 2003 | 0.00% | 5.76% |
| 2002 | 0.00% | 8.08% |
| 2001 | 0.00% | 9.30% |
| 2000 | 0.00% | 16.00% |
| 1999 | 0.00% | 3.18% |
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