MetaCap

Adams Diversified Equity Fund (ADX) vs Hercules Capital (HTGC)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.

Summary

Adams Diversified Equity Fund is the larger company by market cap ($3.27 billion vs $3.09 billion), about 1.1 times the size. On valuation, Adams Diversified Equity Fund trades at a lower trailing P/E (5.3x vs 8.2x for Hercules Capital). Hercules Capital offers the higher dividend yield (9.69% vs 7.15%).

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

ADX+0.96%HTGC+5.23%
+14%+4%-6%
Jul 9, 20261 yearOct 9, 2026
ADX+0.23%HTGC+3.12%
+11%+4%-3%
Jul 6, 20265 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

ADX versus HTGC key metrics
MetricADXHTGC
Share price$26.17$16.51
Market cap$3.27B$3.09B
1-day change+1.43%-0.24%
YTD return—-12.27%
1-year return—-3.22%
5-year return—-5.11%
P/E ratio (TTM)5.348.21
Forward P/E—8.39
EPS (TTM)$4.90$2.01
Dividend yield7.15%9.69%
Annual dividend$1.87$1.60
Net income (latest FY)—$339.74M
52-week high$26.56$19.13
52-week low$20.91$13.70
Distance from 52-week high-1.47%-13.70%
Analyst consensusnonenone
Avg. price target upside—+18.11%
Average volume272.25K1.47M
Shares outstanding124.93M187.16M
Employees—100
SectorFinanceFinance
IndustryInvestment ManagersInvestment Managers

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • Hercules Capital trades at a higher earnings multiple (8.2x vs 5.3x trailing P/E).
  • Hercules Capital offers a meaningfully higher dividend yield (9.69% vs 7.15%).

About Adams Diversified Equity Fund

ADX stock →

Adams Diversified Equity Fund, Inc. is a publicly owned investment manager.

Finance · Investment Managers

About Hercules Capital

HTGC stock →

Hercules Capital, Inc. is a business development company.

Finance · Investment Managers · 100 employees

ADX vs HTGC FAQ

Which is bigger, Adams Diversified Equity Fund or Hercules Capital?

Adams Diversified Equity Fund (ADX) is larger, with a market capitalization of $3.27B compared with $3.09B for Hercules Capital (HTGC).

Which has the lower P/E ratio, ADX or HTGC?

ADX has the lower trailing P/E at 5.3, versus 8.2 for HTGC. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Which pays a higher dividend, Adams Diversified Equity Fund or Hercules Capital?

Hercules Capital has the higher yield at 9.69%, compared with 7.15% for Adams Diversified Equity Fund.

Are Adams Diversified Equity Fund and Hercules Capital in the same industry?

Yes. Both are classified in the Investment Managers industry within the Finance sector.

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