HTGC vs MZTI
Comparison between Hercules Capital Inc (HTGC, Company) and The Marzetti Company (MZTI, Company).
HTGC is from the Financial Services sector, while MZTI is from the Consumer Defensive sector.
5-Year PerformanceHTGC has outperformed MZTI, delivering a return of +10.1% compared to -9.8%
HTGC vs MZTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HTGC vs MZTI - Historical Returns
Returns include dividend reinvestment.
HTGC vs MZTI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HTGC | MZTI |
|---|---|---|
| 2026 | -10.16% | -34.24% |
| 2025 | +1.96% | -2.60% |
| 2024 | +32.98% | +6.10% |
| 2023 | +41.90% | -15.92% |
| 2022 | -10.44% | +20.71% |
| 2021 | +28.51% | -5.08% |
| 2020 | +14.66% | +19.51% |
| 2019 | +37.73% | -5.62% |
| 2018 | -7.89% | +39.76% |
| 2017 | -0.02% | -7.17% |
| 2016 | +27.29% | +27.35% |
| 2015 | -10.92% | +32.90% |
| 2014 | -0.53% | +10.76% |
| 2013 | +57.57% | +27.14% |
| 2012 | +26.44% | +8.22% |
| 2011 | -3.48% | +23.58% |
| 2010 | +4.16% | +17.31% |
| 2009 | +53.21% | +47.50% |
| 2008 | -22.46% | -8.24% |
| 2007 | -4.17% | -7.71% |
| 2006 | +35.73% | +19.30% |
| 2005 | -7.27% | -5.87% |
| 2004 | N/A | -4.36% |
| 2003 | N/A | +17.89% |
| 2002 | N/A | +11.16% |
| 2001 | N/A | +36.53% |
| 2000 | N/A | -12.06% |
| 1999 | N/A | -5.53% |
HTGC vs MZTI Drawdown Comparison
The maximum drawdown for HTGC was -68.28%, occurring on Mar 5, 2009. Recovery took 599 trading sessions.
The maximum drawdown for MZTI was -48.59%, occurring on Jun 22, 2026. This drawdown has not yet recovered.
The current HTGC drawdown is -14.96%. The current MZTI drawdown is -47.69%.
| Rank | HTGC | MZTI |
|---|---|---|
| #1 | -68.28% May 23, 2007 - Oct 7, 2009 | -48.59% May 5, 2023 - Jun 22, 2026 |
| #2 | -57.47% Feb 21, 2020 - Dec 23, 2020 | -43.70% Nov 1, 1999 - Jul 12, 2001 |
| #3 | -36.10% Apr 20, 2022 - Jul 18, 2023 | -41.05% Oct 26, 2006 - Apr 21, 2009 |
| #4 | -33.89% Jul 28, 2014 - Aug 9, 2016 | -39.48% Jul 16, 2021 - Nov 3, 2022 |
| #5 | -28.12% Feb 19, 2025 - Mar 27, 2026 | -32.00% Dec 20, 2018 - Sep 28, 2020 |
| #6 | -27.93% Aug 12, 2005 - Sep 29, 2006 | -28.33% Oct 17, 2002 - Jan 2, 2004 |
| #7 | -24.45% Apr 6, 2011 - Feb 3, 2012 | -25.15% Apr 22, 2010 - Mar 29, 2011 |
| #8 | -23.46% Apr 23, 2010 - Jan 5, 2011 | -23.62% Aug 9, 2001 - Dec 5, 2001 |
| #9 | -19.98% Aug 22, 2018 - Feb 22, 2019 | -21.95% Jan 25, 2017 - Jul 26, 2018 |
| #10 | -19.09% Nov 27, 2013 - Jul 2, 2014 | -18.63% Jun 17, 2002 - Aug 26, 2002 |
| #11 | -18.82% Apr 26, 2017 - Aug 15, 2018 | -18.37% Jan 22, 2016 - May 2, 2016 |
| #12 | -18.27% Jul 30, 2024 - Jan 16, 2025 | -16.96% Aug 2, 2013 - Oct 28, 2013 |
| #13 | -17.31% Jan 19, 2010 - Apr 6, 2010 | -16.69% Jan 5, 2004 - Jul 8, 2005 |
| #14 | -15.09% Oct 19, 2009 - Jan 4, 2010 | -16.17% Apr 27, 2011 - Oct 21, 2011 |
| #15 | -13.80% Aug 7, 2023 - Jan 4, 2024 | -15.57% Aug 31, 2005 - Aug 17, 2006 |
Correlation
Correlation between HTGC and MZTI is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
HTGC vs MZTI dividend yield comparison.
| Year | HTGC | MZTI |
|---|---|---|
| 2026 | 8.06% | 1.88% |
| 2025 | 9.99% | 2.34% |
| 2024 | 9.56% | 2.11% |
| 2023 | 11.40% | 2.07% |
| 2022 | 13.77% | 1.65% |
| 2021 | 9.76% | 1.84% |
| 2020 | 9.02% | 1.55% |
| 2019 | 9.49% | 1.66% |
| 2018 | 11.40% | 1.39% |
| 2017 | 9.45% | 1.74% |
| 2016 | 8.79% | 1.45% |
| 2015 | 10.17% | 5.96% |
| 2014 | 8.33% | 1.90% |
| 2013 | 6.77% | 1.84% |
| 2012 | 8.54% | 8.79% |
| 2011 | 9.32% | 1.95% |
| 2010 | 7.72% | 2.15% |
| 2009 | 12.13% | 2.32% |
| 2008 | 16.67% | 3.28% |
| 2007 | 9.66% | 2.75% |
| 2006 | 9.05% | 2.37% |
| 2005 | 0.21% | 8.12% |
| 2004 | 0.00% | 2.19% |
| 2003 | 0.00% | 1.84% |
| 2002 | 0.00% | 1.89% |
| 2001 | 0.00% | 1.94% |
| 2000 | 0.00% | 2.32% |
| 1999 | 0.00% | 0.48% |
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