Compare · EVV vs FDUS
EVV vs FDUS
Side-by-side comparison of Eaton Vance Limited Duration Income Fund (EVV) and Fidus Investment Corporation (FDUS): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both EVV and FDUS operate in Finance/Investors Services (Finance), so they compete in similar markets.
- EVV is the larger of the two at $1.42B, about 2.0x FDUS ($711.3M).
- Over the past year, EVV is down 8.6% and FDUS is down 8.5% - FDUS leads by 0.1 points.
- EVV has been more active in the news (8 items in the past 4 weeks vs 2 for FDUS).
- FDUS has more recent analyst coverage (10 ratings vs 0 for EVV).
- Company
- Eaton Vance Limited Duration Income Fund
- Fidus Investment Corporation
- Price
- $9.24+0.22%
- $18.72+0.27%
- Market cap
- $1.42B
- $711.3M
- 1M return
- -1.49%
- +0.03%
- 1Y return
- -8.56%
- -8.46%
- Industry
- Finance/Investors Services
- Finance/Investors Services
- Exchange
- AMEX
- NASDAQ
- IPO
- 2003
- 2011
- News (4w)
- 8
- 2
- Recent ratings
- 0
- 10
Eaton Vance Limited Duration Income Fund
Eaton Vance Limited Duration Income Fund is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income markets of the United States. It primarily invests in senior, secured floating-rate loans, government agency mortgage-backed securities, and corporate bonds that are rated below investment grade. The fund seeks to maintain an average duration of three and a half years and average quality BBB/BBB- in its investments. It benchmarks the performance of its portfolio against the S&P/LSTA Leveraged Loan Index, the Merrill Lynch U.S. High Yield Index, and the Barclays Capital U.S. Intermediate Government Bond Index. Eaton Vance Limited Duration Income Fund was formed on May 30, 2003 and is domiciled in the United States.
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.
Latest EVV
- SEC Form N-CEN filed by Eaton Vance Limited Duration Income Fund
- Amendment: SEC Form SC TO-I/A filed by Eaton Vance Limited Duration Income Fund
- Eaton Vance Limited Duration Income Fund, Eaton Vance Senior Floating-Rate Trust, and Eaton Vance Senior Income Trust Announce Final Results of Auction Preferred Shares Tender Offers
- Distribution Dates and Amounts Announced for Eaton Vance Closed-End Funds
- Amendment: SEC Form SCHEDULE 13G/A filed by Eaton Vance Limited Duration Income Fund
- SEC Form N-CSR filed by Eaton Vance Limited Duration Income Fund
- Amendment: SEC Form SC TO-I/A filed by Eaton Vance Limited Duration Income Fund
- Eaton Vance Limited Duration Income Fund, Eaton Vance Senior Floating-Rate Trust, and Eaton Vance Senior Income Trust Announce Upcoming Expiration of Auction Preferred Shares Tender Offers
- Distribution Dates and Amounts Announced for Eaton Vance Closed-End Funds
- SEC Form SC TO-I filed by Eaton Vance Limited Duration Income Fund
Latest FDUS
- SEC Form N-23C-2 filed by Fidus Investment Corporation
- Fidus Investment Corporation filed SEC Form 8-K: Creation of a Direct Financial Obligation
- SEC Form 10-Q filed by Fidus Investment Corporation
- Fidus Investment Corporation filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits
- Fidus Investment Corporation Announces First Quarter 2026 Financial Results
- Fidus Investment Corporation Schedules First Quarter 2026 Earnings Release and Conference Call
- SEC Form DEF 14A filed by Fidus Investment Corporation
- SEC Form 8-K filed by Fidus Investment Corporation
- SEC Form N-2ASR filed by Fidus Investment Corporation
- SEC Form 10-K filed by Fidus Investment Corporation