MetaCap

John Hancock Financial Opportunities Fund (BTO) vs Fidus Investment (FDUS)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.

Summary

Fidus Investment is the larger company by market cap ($761.6 million vs $721.7 million), about 1.1 times the size. On valuation, John Hancock Financial Opportunities Fund trades at a lower trailing P/E (3.9x vs 9.2x for Fidus Investment). Fidus Investment offers the higher dividend yield (8.98% vs 7.14%).

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

Relative performance

BTO+0.86%FDUS+1.43%
+2%+1%-0%
Oct 7, 20261 yearOct 8, 2026

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

Head-to-head

BTO versus FDUS key metrics
MetricBTOFDUS
Share price$36.39$19.15
Market cap$721.72M$761.61M
1-day change-0.25%+0.31%
YTD return—-1.09%
1-year return—-4.12%
5-year return—+8.90%
P/E ratio (TTM)3.929.21
Forward P/E—9.70
EPS (TTM)$9.29$2.08
Dividend yield7.14%8.98%
Annual dividend$2.60$1.72
52-week high$42.00$21.15
52-week low$32.01$16.87
Distance from 52-week high-13.36%-9.46%
Analyst consensus—none
Avg. price target upside—+12.27%
Average volume41.78K328.54K
Shares outstanding19.83M39.77M
SectorFinanceFinance
IndustryInvestment ManagersFinance/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

  • Fidus Investment trades at a higher earnings multiple (9.2x vs 3.9x trailing P/E).
  • Fidus Investment offers a meaningfully higher dividend yield (8.98% vs 7.14%).

About John Hancock Financial Opportunities Fund

BTO stock →

John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management.

Finance · Investment Managers

About Fidus Investment

FDUS stock →

Fidus Investment Corporation is a business development company. It specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and unitranche debt, preferred equity, warrants, subordinated debt, senior subordinated notes, junior secured loans, and unitranche loans.

Finance · Finance/Investors Services

BTO vs FDUS FAQ

Which is bigger, John Hancock Financial Opportunities Fund or Fidus Investment?

Fidus Investment (FDUS) is larger, with a market capitalization of $761.61M compared with $721.72M for John Hancock Financial Opportunities Fund (BTO).

Which has the lower P/E ratio, BTO or FDUS?

BTO has the lower trailing P/E at 3.9, versus 9.2 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, John Hancock Financial Opportunities Fund or Fidus Investment?

Fidus Investment has the higher yield at 8.98%, compared with 7.14% for John Hancock Financial Opportunities Fund.

Are John Hancock Financial Opportunities Fund and Fidus Investment in the same industry?

Both are in the Finance sector, but in different industries: Investment Managers for John Hancock Financial Opportunities Fund and Finance/Investors Services for Fidus Investment.

More comparisons