NEWTZ vs FDUS
Comparison between NewtekOne Inc (NEWTZ, Company) and Fidus Investment Corp (FDUS, Company).
5-Year PerformanceFDUS has outperformed NEWTZ, delivering a return of +13.1% compared to +4.0%
NEWTZ vs FDUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
NEWTZ
$720M
FDUS
$718M
Max Drawdown
Winner
NEWTZ
17.42%
FDUS
78.82%
Sharpe Ratio
Winner
NEWTZ
0.55
FDUS
0.06
5Y Beta
NEWTZ
N/A
FDUS
0.62
Industry
NEWTZ
Other
FDUS
Asset Management
P/E Ratio
NEWTZ
10.92
Winner
FDUS
8.41
Forward P/E
NEWTZ
N/A
FDUS
9.43
PEG Ratio
Winner
NEWTZ
0.70
FDUS
3.52
Dividend Yield
NEWTZ
5.58%
Winner
FDUS
9.16%
5Y Dividends CAGR
NEWTZ
N/A
FDUS
15.13%
Debt to Equity
NEWTZ
136.02%
Winner
FDUS
91.94%
Free Cash Flow Yield
NEWTZ
N/A
FDUS
-18.03%
P/S Ratio
NEWTZ
N/A
FDUS
4.30
P/B Ratio
NEWTZ
N/A
FDUS
0.96
NEWTZ vs FDUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NEWTZ
+0.63%
FDUS
-3.70%
3M
NEWTZ
+1.56%
Winner
FDUS
+3.47%
6M
Winner
NEWTZ
+3.38%
FDUS
-1.09%
1Y
Winner
NEWTZ
+5.97%
FDUS
+2.42%
5Y(CAGR)
NEWTZ
+4.04%
Winner
FDUS
+13.15%
10Y(CAGR)
NEWTZ
N/A
FDUS
+13.93%
Max(CAGR)
NEWTZ
+4.64%
Winner
FDUS
+12.80%
NEWTZ vs FDUS - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | NEWTZ | FDUS |
|---|---|---|
| 2026 | +0.49% | -2.57% |
| 2025 | +7.25% | +0.79% |
| 2024 | +11.85% | +20.97% |
| 2023 | +1.40% | +18.93% |
| 2022 | +0.28% | +16.13% |
| 2021 | +3.66% | +54.52% |
| 2020 | N/A | +0.81% |
| 2019 | N/A | +38.22% |
| 2018 | N/A | -15.78% |
| 2017 | N/A | +3.59% |
| 2016 | N/A | +24.51% |
| 2015 | N/A | +2.90% |
| 2014 | N/A | -22.99% |
| 2013 | N/A | +44.85% |
| 2012 | N/A | +41.01% |
| 2011 | N/A | -9.19% |
NEWTZ vs FDUS Drawdown Comparison
The maximum drawdown for NEWTZ was -10.39%, occurring on Mar 22, 2023. Recovery took 737 trading sessions.
The maximum drawdown for FDUS was -68.51%, occurring on Mar 18, 2020. Recovery took 248 trading sessions.
The current FDUS drawdown is -9.41%.
| Rank | NEWTZ | FDUS |
|---|---|---|
| #1 | -10.39% Feb 8, 2021 - Jan 12, 2024 | -68.51% Dec 4, 2019 - Nov 27, 2020 |
| #2 | -2.82% Jan 12, 2024 - Mar 14, 2024 | -34.63% Dec 27, 2013 - Nov 25, 2016 |
| #3 | -2.36% Jan 24, 2025 - Apr 15, 2025 | -23.93% Feb 14, 2025 - Apr 8, 2025 |
| #4 | -2.09% Apr 5, 2024 - May 6, 2024 | -23.45% Apr 19, 2017 - Feb 20, 2019 |
| #5 | -1.75% Dec 31, 2024 - Jan 24, 2025 | -22.67% Jun 21, 2011 - Feb 13, 2012 |
| #6 | -1.52% Jan 29, 2021 - Feb 8, 2021 | -18.89% Apr 25, 2022 - Aug 15, 2022 |
| #7 | -1.52% Nov 29, 2024 - Dec 31, 2024 | -16.33% Aug 16, 2022 - Nov 7, 2022 |
| #8 | -1.50% May 13, 2024 - Jun 4, 2024 | -14.36% Oct 1, 2012 - Nov 30, 2012 |
| #9 | -1.47% Jul 15, 2024 - Aug 12, 2024 | -12.47% Jul 31, 2023 - Dec 19, 2023 |
| #10 | -1.00% Apr 15, 2025 - Jun 9, 2025 | -11.27% Nov 26, 2013 - Dec 24, 2013 |
| #11 | -0.81% Nov 12, 2024 - Nov 21, 2024 | -11.27% Jul 12, 2019 - Nov 29, 2019 |
| #12 | -0.74% Jun 4, 2024 - Jun 21, 2024 | -10.42% Feb 17, 2023 - Jun 27, 2023 |
| #13 | -0.70% Mar 14, 2024 - Mar 19, 2024 | -10.15% Dec 1, 2020 - Feb 16, 2021 |
| #14 | -0.70% Aug 22, 2024 - Sep 11, 2024 | -9.77% Mar 28, 2013 - Jun 3, 2013 |
| #15 | -0.62% Jun 21, 2024 - Jul 8, 2024 | -7.77% May 7, 2021 - Jun 7, 2021 |
Correlation
Correlation between NEWTZ and FDUS is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2011 - 2026)
NEWTZ vs FDUS dividend yield comparison.
| Year | NEWTZ | FDUS |
|---|---|---|
| 2026 | 1.38% | 2.82% |
| 2025 | 5.46% | 11.14% |
| 2024 | 5.46% | 11.51% |
| 2023 | 5.79% | 14.63% |
| 2022 | 4.16% | 10.51% |
| 2021 | 2.67% | 8.90% |
| 2020 | 0.00% | 10.15% |
| 2019 | 0.00% | 10.78% |
| 2018 | 0.00% | 13.69% |
| 2017 | 0.00% | 10.54% |
| 2016 | 0.00% | 10.17% |
| 2015 | 0.00% | 11.69% |
| 2014 | 0.00% | 11.58% |
| 2013 | 0.00% | 8.92% |
| 2012 | 0.00% | 8.88% |
| 2011 | 0.00% | 4.93% |
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