HTGC vs VTMX

Comparison between Hercules Capital Inc (HTGC, Company) and Corporacion Inmobiliaria Vesta Sab (VTMX, Company).

HTGC is from the Financial Services sector, while VTMX is from the Real Estate sector.

HTGC vs VTMX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTGC(COMPANY)	VTMX(COMPANY)
Market Cap	$2.90B	$2.89B
Max Drawdown	75.85%	46.97%
Sharpe Ratio	-0.23	0.85
5Y Beta	0.77	0.55
Industry	Asset Management	Real Estate - Development
P/E Ratio	8.53	8.81
Forward P/E	8.05	16.81
PEG Ratio	0.23	0.71
Dividend Yield	10.50%	2.46%
5Y Dividends CAGR	4.97%	N/A
5Y EPS CAGR	N/A	22.32%
Debt to Equity	114.01%	41.18%
Free Cash Flow Yield	-14.97%	5.30%
P/S Ratio	5.21	10.60
P/B Ratio	1.30	1.10

Market Cap

Winner

HTGC

$2.90B

VTMX

$2.89B

Max Drawdown

HTGC

75.85%

Winner

VTMX

46.97%

Sharpe Ratio

HTGC

-0.23

Winner

VTMX

0.85

5Y Beta

HTGC

0.77

Winner

VTMX

0.55

Industry

HTGC

Asset Management

VTMX

Real Estate - Development

P/E Ratio

Winner

HTGC

8.53

VTMX

8.81

Forward P/E

Winner

HTGC

8.05

VTMX

16.81

PEG Ratio

Winner

HTGC

0.23

VTMX

0.71

Dividend Yield

Winner

HTGC

10.50%

VTMX

2.46%

5Y Dividends CAGR

HTGC

4.97%

VTMX

N/A

5Y EPS CAGR

HTGC

N/A

VTMX

22.32%

Debt to Equity

HTGC

114.01%

Winner

VTMX

41.18%

Free Cash Flow Yield

HTGC

-14.97%

Winner

VTMX

5.30%

P/S Ratio

Winner

HTGC

5.21

VTMX

10.60

P/B Ratio

HTGC

1.30

Winner

VTMX

1.10

HTGC vs VTMX - Historical Returns

Returns include dividend reinvestment.

Period	HTGC	VTMX
1 month	-0.90%	-4.96%
3 months	+10.76%	+3.39%
6 months	-13.18%	+10.22%
1 year	-4.61%	+23.74%
5 years(CAGR)	+8.96%	N/A
10 years(CAGR)	+13.67%	N/A
Max(CAGR)	+11.61%	+4.43%

Winner

HTGC

-0.90%

VTMX

-4.96%

Winner

HTGC

+10.76%

VTMX

+3.39%

HTGC

-13.18%

Winner

VTMX

+10.22%

HTGC

-4.61%

Winner

VTMX

+23.74%

5Y(CAGR)

HTGC

+8.96%

VTMX

N/A

10Y(CAGR)

HTGC

+13.67%

VTMX

N/A

Max(CAGR)

Winner

HTGC

+11.61%

VTMX

+4.43%

HTGC vs VTMX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	HTGC	VTMX
2026	-13.04%	+12.24%
2025	+1.96%	+21.88%
2024	+32.98%	-32.45%
2023	+41.90%	+24.29%
2022	-10.44%	N/A
2021	+28.51%	N/A
2020	+14.66%	N/A
2019	+37.73%	N/A
2018	-7.89%	N/A
2017	-0.02%	N/A
2016	+27.29%	N/A
2015	-10.92%	N/A
2014	-0.53%	N/A
2013	+57.57%	N/A
2012	+26.44%	N/A
2011	-3.48%	N/A
2010	+4.16%	N/A
2009	+53.21%	N/A
2008	-22.46%	N/A
2007	-4.17%	N/A
2006	+35.73%	N/A
2005	-7.27%	N/A

HTGC vs VTMX Drawdown Comparison

The maximum drawdown for HTGC was -68.28%, occurring on Mar 5, 2009. Recovery took 599 trading sessions.

The maximum drawdown for VTMX was -45.62%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current HTGC drawdown is -17.69%. The current VTMX drawdown is -12.33%.

Rank	HTGC	VTMX
#1	-68.28% May 23, 2007 - Oct 7, 2009	-45.62% Apr 8, 2024 - Apr 8, 2025
#2	-57.47% Feb 21, 2020 - Dec 23, 2020	-21.27% Aug 29, 2023 - Dec 13, 2023
#3	-36.10% Apr 20, 2022 - Jul 18, 2023	-12.51% Dec 27, 2023 - Apr 5, 2024
#4	-33.89% Jul 28, 2014 - Aug 9, 2016	-9.74% Jul 5, 2023 - Aug 22, 2023
#5	-28.12% Feb 19, 2025 - Mar 27, 2026	-2.50% Dec 19, 2023 - Dec 27, 2023
#6	-27.93% Aug 12, 2005 - Sep 29, 2006	-1.97% Aug 23, 2023 - Aug 29, 2023
#7	-24.45% Apr 6, 2011 - Feb 3, 2012	N/A
#8	-23.46% Apr 23, 2010 - Jan 5, 2011	N/A
#9	-19.98% Aug 22, 2018 - Feb 22, 2019	N/A
#10	-19.09% Nov 27, 2013 - Jul 2, 2014	N/A
#11	-18.82% Apr 26, 2017 - Aug 15, 2018	N/A
#12	-18.27% Jul 30, 2024 - Jan 16, 2025	N/A
#13	-17.31% Jan 19, 2010 - Apr 6, 2010	N/A
#14	-15.09% Oct 19, 2009 - Jan 4, 2010	N/A
#15	-13.80% Aug 7, 2023 - Jan 4, 2024	N/A

Correlation

Correlation between HTGC and VTMX is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

-101

Dividend Comparison (2005 - 2026)

HTGC vs VTMX dividend yield comparison.

Year	HTGC	VTMX
2026	5.61%	1.24%
2025	9.99%	2.62%
2024	9.56%	2.79%
2023	11.40%	0.91%
2022	13.77%	0.00%
2021	9.76%	0.00%
2020	9.02%	0.00%
2019	9.49%	0.00%
2018	11.40%	0.00%
2017	9.45%	0.00%
2016	8.79%	0.00%
2015	10.17%	0.00%
2014	8.33%	0.00%
2013	6.77%	0.00%
2012	8.54%	0.00%
2011	9.32%	0.00%
2010	7.72%	0.00%
2009	12.13%	0.00%
2008	16.67%	0.00%
2007	9.66%	0.00%
2006	9.05%	0.00%
2005	0.21%	0.00%