Fidus Investment (FDUS) vs New Mountain Finance (NMFC)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Fidus Investment (FDUS) has outperformed New Mountain Finance (NMFC) over the past year, losing 5.8% versus a loss of 27.8%. Over five years, FDUS leads with a +7.4% price change compared with -50.6% for NMFC. Fidus Investment is the larger company by market cap ($748.5 million vs $636.6 million), about 1.2 times the size.
On valuation, New Mountain Finance trades at a lower forward P/E (6.4x vs 9.5x for Fidus Investment). New Mountain Finance offers the higher dividend yield (17.95% vs 9.14%).
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 | FDUS | NMFC |
|---|---|---|
| Share price | $18.82 | $6.74 |
| Market cap | $748.48M | $636.61M |
| 1-day change | -0.32% | -1.46% |
| YTD return | -2.49% | -26.82% |
| 1-year return | -5.81% | -27.76% |
| 5-year return | +7.36% | -50.59% |
| P/E ratio (TTM) | 9.05 | — |
| Forward P/E | 9.53 | 6.42 |
| EPS (TTM) | $2.08 | $-0.48 |
| Dividend yield | 9.14% | 17.95% |
| Annual dividend | $1.72 | $1.21 |
| 52-week high | $21.15 | $9.84 |
| 52-week low | $16.87 | $6.69 |
| Distance from 52-week high | -11.02% | -31.50% |
| Average volume | 329.04K | 527.35K |
| Shares outstanding | 39.77M | 94.45M |
| 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
- FDUS has outperformed NMFC by 22.0 percentage points over the past year.
- New Mountain Finance offers a meaningfully higher dividend yield (17.95% vs 9.14%).
FDUS vs NMFC FAQ
Which is bigger, Fidus Investment or New Mountain Finance?
Fidus Investment (FDUS) is larger, with a market capitalization of $748.48M compared with $636.61M for New Mountain Finance (NMFC).
Which stock has performed better over the past year, FDUS or NMFC?
FDUS returned -5.81% over the past 12 months, compared with -27.76% for NMFC (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Fidus Investment or New Mountain Finance?
New Mountain Finance has the higher yield at 17.95%, compared with 9.14% for Fidus Investment.
Are Fidus Investment and New Mountain Finance in the same industry?
Yes. Both are classified in the Finance/Investors Services industry within the Finance sector.