Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) vs Fidus Investment (FDUS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) has outperformed Fidus Investment (FDUS) over the past year, gaining 6.7% versus a loss of 5.8%. Over five years, FDUS leads with a +7.4% price change compared with -6.6% for AIO. Virtus Artificial Intelligence & Technology Opportunities Fund is the larger company by market cap ($878.2 million vs $748.5 million), about 1.2 times the size.
On valuation, Virtus Artificial Intelligence & Technology Opportunities Fund trades at a lower trailing P/E (6.0x vs 9.0x for Fidus Investment). Fidus Investment pays a dividend yielding 9.14%, while Virtus Artificial Intelligence & Technology Opportunities Fund does not currently pay one.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AIO | FDUS |
|---|---|---|
| Share price | $25.50 | $18.82 |
| Market cap | $878.20M | $748.48M |
| 1-day change | -0.82% | -0.32% |
| YTD return | +17.24% | -2.49% |
| 1-year return | +6.74% | -5.81% |
| 5-year return | -6.56% | +7.36% |
| P/E ratio (TTM) | 5.96 | 9.05 |
| Forward P/E | — | 9.53 |
| EPS (TTM) | $4.28 | $2.08 |
| Dividend yield | 9.80% | 9.14% |
| Annual dividend | $0.00 | $1.72 |
| 52-week high | $28.60 | $21.15 |
| 52-week low | $20.91 | $16.87 |
| Distance from 52-week high | -10.84% | -11.02% |
| Average volume | 71.27K | 329.04K |
| Shares outstanding | 34.44M | 39.77M |
| Sector | Finance | Finance |
| Industry | Finance/Investors Services | Finance/Investors Services |
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
- AIO has outperformed FDUS by 12.5 percentage points over the past year.
- Fidus Investment trades at a higher earnings multiple (9.0x vs 6.0x trailing P/E).
AIO vs FDUS FAQ
Which is bigger, Virtus Artificial Intelligence & Technology Opportunities Fund or Fidus Investment?
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) is larger, with a market capitalization of $878.20M compared with $748.48M for Fidus Investment (FDUS).
Which stock has performed better over the past year, AIO or FDUS?
AIO returned +6.74% over the past 12 months, compared with -5.81% for FDUS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AIO or FDUS?
AIO has the lower trailing P/E at 6.0, versus 9.0 for FDUS. 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, Virtus Artificial Intelligence & Technology Opportunities Fund or Fidus Investment?
Virtus Artificial Intelligence & Technology Opportunities Fund has the higher yield at 9.80%, compared with 9.14% for Fidus Investment.
Are Virtus Artificial Intelligence & Technology Opportunities Fund and Fidus Investment in the same industry?
Yes. Both are classified in the Finance/Investors Services industry within the Finance sector.