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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).
PerformanceEVV-8.97%FDUS-8.46%
2025-06-12+0.00%2026-06-11
MetricEVVFDUS
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
EVV

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.

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.

Latest EVV

Latest FDUS