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