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Business Development Company (BDC) Stocks Offer High Yields

Business development companies (BDC) pay high dividends and may be appropriate for income portfolios. However, these stocks could react negatively to increasing interest rates.

The following table includes 17 BDC stocks.

BDC Stocks
Stock
Quote
Annual Dividend & Yield
Annual Dividend 100 Shares
Customize
Price to Annual Dividend Ratio
1-Yr Price Chart
Apollo Investment Corporation
0.60 (10.45%)
$60.00
9.57
Ares Capital Corporation
1.52 (8.94%)
$152.00
11.18
Fidus Investment 
1.56 (10.87%)
$156.00
9.20
FS Investment 
0.76 (9.74%)
$76.00
10.26
Gladstone Capital 
0.28 (3.05%)
$28.00
32.82
Goldman Sachs BDC
1.80 (8.73%)
$180.00
11.46
Golub Capital BDC
1.28 (6.96%)
$128.00
14.38
Hercules Technology Growth Capital
1.24 (10.00%)
$124.00
10.00
KCAP Financial
0.40 (12.50%)
$40.00
8.00
Main Street Capital
0.76 (1.96%)
$76.00
51.00
Monroe Capital 
1.40 (9.68%)
$140.00
10.33
New Mountain Finance 
1.36 (9.78%)
$136.00
10.22
PennantPark Investment
0.72 (9.80%)
$72.00
10.21
Prospect Capital Corporation
0.24 (3.50%)
$24.00
28.58
TPG Specialty Lending
0.24 (1.30%)
$24.00
77.04
Triangle Capital Corporation
1.20 (10.63%)
$120.00
9.41
TriplePoint Venture Growth BDC 
1.44 (11.64%)
$144.00
8.59
Sum Dividends
$1,680.00
Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of Jun-12-2018.


To inspect the performance of the BDC Stocks portfolio, see the returns table and chart below. Portfolio values are computed using monthly closes for from Quandl.

The 9 included in the portfolio computations are: AINV, ARCC, GLAD, HTGC, KCAP, MAIN, PNNT, PSEC and TCAP. The current value of the portfolio assumes that $1,111.11 was invested (total of $10,000) in each at its closing weekly price for the current date in 2008. The 8 excluded from the portfolio computations because of insufficient price data are: FDUS, FSIC, GSBD, GBDC, MRCC, NMFC, TSLX and TPVG.


BDC Stocks - Return Results
Portfolio:
BDC Stocks
Start date:
Jun-24-2008
Start value:
$10,000
End date:
Jun-24-2018
End value:
$35,199
Number prices
121
Minimum value occurred on Feb-28-2009
$5,594
Maximum value occurred on Apr-30-2017
$37,240
Total gain or loss (Start date to End date)
251.99%
Annualized gain or loss (Start date to End date)
13.41%
Total dollar value on End date of a $10,000 purchase made on Start date
$35,199
Average percent return for all possible buy/sell combinations
79.02%
Number returns
7,260
Number profitable returns (Winners)
6,431
Percent profitable returns
88.58%
Number unprofitable returns (Losers)
829
Percent unprofitable returns
11.42%
Winners to losers ratio
7.76
Stock Return Calculator





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