HVIIU vs SCM

Comparison between Hennessy Capital Investment Corp VII - Units (1 Ord Shs & 1 Rts) (HVIIU, Company) and Stellus Capital Investment Corp (SCM, Company).

Both HVIIU and SCM are from the Financial Services sector.

HVIIU vs SCM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HVIIU(COMPANY)	SCM(COMPANY)
Market Cap	$205M	$205M
Max Drawdown	22.22%	69.75%
Sharpe Ratio	0.10	-1.74
5Y Beta	0.01	0.61
Industry	Shell Companies	Asset Management
P/E Ratio	72.46	8.59
Forward P/E	N/A	7.14
PEG Ratio	N/A	0.00
Dividend Yield	N/A	21.10%
5Y Dividends CAGR	N/A	4.26%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-0.85%	17.19%
P/S Ratio	N/A	2.04
P/B Ratio	N/A	0.58

Market Cap

HVIIU

$205M

Winner

SCM

$205M

Max Drawdown

Winner

HVIIU

22.22%

SCM

69.75%

Sharpe Ratio

Winner

HVIIU

0.10

SCM

-1.74

5Y Beta

Winner

HVIIU

0.01

SCM

0.61

Industry

HVIIU

Shell Companies

SCM

Asset Management

P/E Ratio

HVIIU

72.46

Winner

SCM

8.59

Forward P/E

HVIIU

N/A

SCM

7.14

PEG Ratio

HVIIU

N/A

SCM

0.00

Dividend Yield

HVIIU

N/A

SCM

21.10%

5Y Dividends CAGR

HVIIU

N/A

SCM

4.26%

Debt to Equity

HVIIU

0.00%

SCM

0.00%

Free Cash Flow Yield

HVIIU

-0.85%

Winner

SCM

17.19%

P/S Ratio

HVIIU

N/A

SCM

2.04

P/B Ratio

HVIIU

N/A

SCM

0.58

HVIIU vs SCM - Historical Returns

Returns include dividend reinvestment.

Period	HVIIU	SCM
1 month	+0.28%	-11.40%
3 months	+1.69%	-20.83%
6 months	+2.08%	-37.95%
1 year	+3.35%	-40.32%
5 years(CAGR)	N/A	-0.23%
10 years(CAGR)	N/A	+6.89%
Max(CAGR)	+5.29%	+5.66%

Winner

HVIIU

+0.28%

SCM

-11.40%

Winner

HVIIU

+1.69%

SCM

-20.83%

Winner

HVIIU

+2.08%

SCM

-37.95%

Winner

HVIIU

+3.35%

SCM

-40.32%

5Y(CAGR)

HVIIU

N/A

SCM

-0.23%

10Y(CAGR)

HVIIU

N/A

SCM

+6.89%

Max(CAGR)

HVIIU

+5.29%

Winner

SCM

+5.66%

HVIIU vs SCM - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	HVIIU	SCM
2026	+1.79%	-37.60%
2025	+6.31%	+2.76%
2024	N/A	+20.16%
2023	N/A	+8.48%
2022	N/A	+7.98%
2021	N/A	+31.47%
2020	N/A	-13.84%
2019	N/A	+18.09%
2018	N/A	+10.78%
2017	N/A	+19.98%
2016	N/A	+40.49%
2015	N/A	-7.88%
2014	N/A	-11.22%
2013	N/A	-2.23%
2012	N/A	+9.89%

HVIIU vs SCM Drawdown Comparison

The maximum drawdown for HVIIU was -22.22%, occurring on Mar 6, 2026. This drawdown has not yet recovered.

The maximum drawdown for SCM was -66.03%, occurring on Mar 18, 2020. Recovery took 285 trading sessions.

The current HVIIU drawdown is -20.00%. The current SCM drawdown is -44.42%.

Rank	HVIIU	SCM
#1	-22.22% Oct 23, 2025 - Mar 6, 2026	-66.03% Feb 20, 2020 - Apr 8, 2021
#2	-2.64% Oct 14, 2025 - Oct 23, 2025	-47.77% Sep 8, 2025 - Jul 24, 2026
#3	-1.54% May 16, 2025 - Jun 9, 2025	-36.86% Nov 14, 2014 - Sep 21, 2016
#4	-1.52% Jun 18, 2025 - Oct 14, 2025	-23.86% Mar 3, 2025 - Jul 11, 2025
#5	-0.88% Apr 29, 2025 - May 16, 2025	-20.50% Nov 9, 2021 - Aug 15, 2022
#6	-0.40% Apr 1, 2025 - Apr 28, 2025	-17.71% Oct 27, 2017 - Jun 15, 2018
#7	-0.40% Feb 28, 2025 - Apr 1, 2025	-16.91% Aug 8, 2023 - Apr 22, 2024
#8	-0.19% Jun 9, 2025 - Jun 18, 2025	-13.74% Aug 15, 2022 - Nov 7, 2022
#9	-0.15% Jan 24, 2025 - Jan 30, 2025	-13.27% Jan 2, 2013 - Mar 21, 2014
#10	-0.10% Feb 6, 2025 - Feb 21, 2025	-13.05% Feb 24, 2023 - Jul 26, 2023
#11	-0.10% Feb 24, 2025 - Feb 28, 2025	-12.75% Dec 11, 2018 - Jan 7, 2019
#12	-0.05% Feb 3, 2025 - Feb 6, 2025	-12.45% Jul 30, 2019 - Nov 25, 2019
#13	N/A	-12.40% Jul 1, 2014 - Nov 10, 2014
#14	N/A	-11.27% Sep 21, 2018 - Nov 29, 2018
#15	N/A	-11.14% Mar 21, 2014 - Jun 27, 2014

Correlation

Correlation between HVIIU and SCM is -0.60 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.60

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