Compare · BTZ vs FDUS

BTZ vs FDUS

Side-by-side comparison of BlackRock Credit Allocation Income Trust (BTZ) and Fidus Investment Corporation (FDUS): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both BTZ and FDUS operate in Finance/Investors Services (Finance), so they compete in similar markets.
  • BTZ is the larger of the two at $1.04B, about 1.4x FDUS ($740.1M).
  • FDUS has been more active in the news (6 items in the past 4 weeks vs 1 for BTZ).
  • FDUS has more recent analyst coverage (11 ratings vs 0 for BTZ).
MetricBTZFDUS
Company
BlackRock Credit Allocation Income Trust
Fidus Investment Corporation
Price
-
-
Market cap
$1.04B
$740.1M
1M return
-
+2.80%
1Y return
-
-5.03%
Industry
Finance/Investors Services
Finance/Investors Services
Exchange
NYSE
NASDAQ
IPO
2006
2011
News (4w)
1
6
Recent ratings
0
11
BTZ

BlackRock Credit Allocation Income Trust

BlackRock Credit Allocation Income Trust is a closed ended balanced mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock (Singapore) Limited. It invests in the fixed income markets across the globe. For the fixed income portion of the portfolio, the fund primarily invests in securities with an average credit quality of BBB by Standard & Poor's Corporation. It invests in investment grade corporate bonds, high yield bonds, bank loans, preferred securities or convertible bonds or derivatives. The fund was formerly known as BlackRock Preferred & Equity Advantage Trust. BlackRock Credit Allocation Income Trust was formed on December 27, 2006 and is domiciled in the United States.

FDUS

Fidus Investment Corporation

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. It does not invest in turnarounds or distressed situations. The fund prefers to invest in aerospace and defense, business services, consumer products and services including retail, food, and beverage, healthcare products and services, industrial products and services, information technology services, niche manufacturing, transportation and logistics, and value-added distribution sectors. It seeks to invest in companies based in United States. The fund typically invests between $5 million and $15 million per transaction in companies with annual revenues between $10 million and $150 million and an annual EBITDA between $3 million and $20 million, but it can occasionally invest in larger or smaller companies. It seeks to acquire minority equity stakes and board observation rights in conjunction with its investments.