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Fidus Investment (Fidus Investment) 5-Year Yield-on-Cost % : 17.56 (As of May. 02, 2024)


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What is Fidus Investment 5-Year Yield-on-Cost %?

Fidus Investment's yield on cost for the quarter that ended in Dec. 2023 was 17.56.


The historical rank and industry rank for Fidus Investment's 5-Year Yield-on-Cost % or its related term are showing as below:

FDUS' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 8.81   Med: 13.62   Max: 40.81
Current: 17.56


During the past 13 years, Fidus Investment's highest Yield on Cost was 40.81. The lowest was 8.81. And the median was 13.62.


FDUS's 5-Year Yield-on-Cost % is ranked better than
94.24% of 1215 companies
in the Asset Management industry
Industry Median: 6.01 vs FDUS: 17.56

Competitive Comparison of Fidus Investment's 5-Year Yield-on-Cost %

For the Asset Management subindustry, Fidus Investment's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Fidus Investment's 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Fidus Investment's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Fidus Investment's 5-Year Yield-on-Cost % falls into.



Fidus Investment 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Fidus Investment is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5

Fidus Investment  (NAS:FDUS) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Fidus Investment 5-Year Yield-on-Cost % Related Terms

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Fidus Investment (Fidus Investment) Business Description

Traded in Other Exchanges
Address
1603 Orrington Avenue, Suite 1005, Evanston, IL, USA, 60201
Fidus Investment Corp is an externally managed, closed-end, non-diversified management investment company that has elected to be treated as a business development company. The company provides customized debt and equity financing solutions to lower middle-market companies, which management generally defines as U.S. based companies with revenues between $10 million and $150 million. The company invests in companies that possess some or all of the following attributes: predictable revenues; positive cash flows; defensible market positions; diversified customer and supplier bases; and management teams with operating discipline.
Executives
Charles D Hyman director 224 PONTE VEDRA PARK DRIVE, SUITE 200, PONTE VEDRA BEACH FL 32082
Edward H Ross director, officer: See Remarks
Shelby E Sherard officer: See Remarks 2215 SANDERS ROAD, SUITE 400, NORTHBROOK IL 60062
Edward X. Tune director C/O FIDUS INVESTMENT CORPORATION, 1603 ORRINGTON AVENUE, SUITE 1005, EVANSTON IL 60201
Anstiss Raymond L. Jr. director 1603 ORRINGTON AVENUE, SUITE 820, EVANSTON IL 60201
Thomas Charles Lauer director, officer: President 1919 PENNSYLVANIA AVENUE, NW, SUITE 300, WASHINGTON DC 20006
Cary L Schaefer officer: See Remarks 1603 ORRINGTON AVE, STE 820, EVANSTON IL 60201
John A. Mazzarino director 1603 ORRINGTON AVENUE, SUITE 820, EVANSTON IL 60201
Pinebridge Secondary Partners Ii Holdings, L.p. 10 percent owner 399 PARK AVENUE, 4TH FLOOR, NEW YORK NY 10022
Pinebridge Secondary Partners Ii Gp, L.p. 10 percent owner 399 PARK AVENUE, 4TH FLOOR, NEW YORK NY 10022
Charles G Phillips director
Wayne F Robinson director 1603 ORRINGTON AVENUE, SUITE 820, EVANSTON IL 60201