HCXY vs NNI
Comparison between Hercules Capital Inc (HCXY, Company) and Nelnet Inc - Class A (NNI, Company).
HCXY is from the Financials sector, while NNI is from the Financial Services sector.
5-Year PerformanceNNI has outperformed HCXY, delivering a return of +11.4% compared to +5.0%
HCXY vs NNI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HCXY vs NNI - Historical Returns
Returns include dividend reinvestment.
HCXY vs NNI - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | HCXY | NNI |
|---|---|---|
| 2026 | +2.81% | -0.84% |
| 2025 | +7.15% | +27.01% |
| 2024 | +6.06% | +22.85% |
| 2023 | +11.82% | -0.75% |
| 2022 | -2.14% | -5.64% |
| 2021 | +4.59% | +42.49% |
| 2020 | +7.89% | +23.22% |
| 2019 | +19.30% | +10.71% |
| 2018 | -2.28% | -3.17% |
| 2017 | N/A | +7.62% |
| 2016 | N/A | +55.47% |
| 2015 | N/A | -26.03% |
| 2014 | N/A | +14.26% |
| 2013 | N/A | +40.86% |
| 2012 | N/A | +27.05% |
| 2011 | N/A | +3.78% |
| 2010 | N/A | +38.45% |
| 2009 | N/A | +25.92% |
| 2008 | N/A | +19.46% |
| 2007 | N/A | -52.21% |
| 2006 | N/A | -32.64% |
| 2005 | N/A | +52.70% |
| 2004 | N/A | +22.41% |
| 2003 | N/A | +3.46% |
HCXY vs NNI Drawdown Comparison
The maximum drawdown for HCXY was -34.76%, occurring on Mar 20, 2020. Recovery took 146 trading sessions.
The maximum drawdown for NNI was -89.95%, occurring on Mar 2, 2009. Recovery took 1845 trading sessions.
The current NNI drawdown is -11.54%.
| Rank | HCXY | NNI |
|---|---|---|
| #1 | -34.76% Feb 26, 2020 - Sep 23, 2020 | -89.95% Jan 20, 2006 - May 21, 2013 |
| #2 | -15.28% Oct 14, 2021 - Jan 13, 2023 | -44.04% Sep 17, 2019 - Nov 10, 2020 |
| #3 | -11.53% Feb 7, 2023 - Jul 17, 2023 | -40.12% Mar 24, 2015 - Nov 14, 2016 |
| #4 | -9.12% Sep 28, 2018 - Jan 4, 2019 | -34.06% Apr 2, 2004 - Dec 10, 2004 |
| #5 | -7.45% Jul 21, 2023 - Nov 8, 2023 | -28.53% Dec 8, 2016 - Oct 19, 2017 |
| #6 | -4.21% Jul 22, 2019 - Aug 28, 2019 | -25.06% Dec 14, 2021 - Nov 16, 2022 |
| #7 | -4.00% Nov 8, 2023 - Dec 22, 2023 | -23.70% Jun 6, 2018 - May 9, 2019 |
| #8 | -3.97% Jul 15, 2021 - Oct 14, 2021 | -21.02% Nov 29, 2013 - Aug 11, 2014 |
| #9 | -3.91% Jan 14, 2021 - Apr 14, 2021 | -18.68% May 23, 2005 - Oct 3, 2005 |
| #10 | -3.58% Feb 5, 2024 - May 14, 2024 | -18.54% Nov 6, 2024 - Jul 9, 2025 |
| #11 | -3.58% Oct 22, 2024 - Feb 26, 2025 | -17.92% Jun 15, 2023 - May 10, 2024 |
| #12 | -3.55% Jan 13, 2023 - Feb 7, 2023 | -16.64% Oct 20, 2017 - May 9, 2018 |
| #13 | -3.42% Sep 9, 2019 - Nov 29, 2019 | -15.27% Apr 28, 2026 - May 12, 2026 |
| #14 | -3.26% Nov 4, 2020 - Nov 13, 2020 | -11.37% May 15, 2024 - Jul 16, 2024 |
| #15 | -3.20% Feb 18, 2026 - Jul 31, 2026 | -10.71% Mar 8, 2005 - May 5, 2005 |
Correlation
Correlation between HCXY and NNI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
HCXY vs NNI dividend yield comparison.
| Year | HCXY | NNI |
|---|---|---|
| 2026 | 4.67% | 0.52% |
| 2025 | 6.13% | 0.90% |
| 2024 | 6.21% | 1.05% |
| 2023 | 6.19% | 1.20% |
| 2022 | 6.35% | 1.08% |
| 2021 | 5.86% | 0.92% |
| 2020 | 5.83% | 1.15% |
| 2019 | 5.93% | 1.27% |
| 2018 | 0.67% | 1.26% |
| 2017 | 0.00% | 1.06% |
| 2016 | 0.00% | 0.99% |
| 2015 | 0.00% | 1.25% |
| 2014 | 0.00% | 0.86% |
| 2013 | 0.00% | 0.95% |
| 2012 | 0.00% | 4.70% |
| 2011 | 0.00% | 1.51% |
| 2010 | 0.00% | 2.95% |
| 2009 | 0.00% | 0.41% |
| 2008 | 0.00% | 0.49% |
| 2007 | 0.00% | 2.20% |
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