ACT vs. CSWC
ACT (Enact Holdings, Inc.) and CSWC (Capital Southwest Corporation) are both stocks. Both are in the Financial Services sector — ACT in Insurance - Specialty, CSWC in Asset Management. Over the past 3 years, ACT returned 21.16%/yr vs 20.78%/yr for CSWC. At a 0.34 correlation, their price movements are largely independent.
Performance
ACT vs. CSWC - Performance Comparison
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Returns By Period
In the year-to-date period, ACT achieves a 3.44% return, which is significantly lower than CSWC's 9.39% return.
ACT
- 1D
- -1.41%
- 1M
- -3.77%
- YTD
- 3.44%
- 6M
- 6.20%
- 1Y
- 18.80%
- 3Y*
- 21.16%
- 5Y*
- —
- 10Y*
- —
CSWC
- 1D
- -1.82%
- 1M
- -3.08%
- YTD
- 9.39%
- 6M
- 12.32%
- 1Y
- 27.28%
- 3Y*
- 20.78%
- 5Y*
- 8.63%
- 10Y*
- 17.04%
ACT vs. CSWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ACT Enact Holdings, Inc. | 3.44% | 25.20% | 15.56% | 25.78% | 24.10% | 6.61% |
CSWC Capital Southwest Corporation | 9.39% | 14.28% | 2.14% | 56.10% | -24.63% | 0.41% |
Correlation
The correlation between ACT and CSWC is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Sep 17, 2021 | 0.34 |
The correlation between ACT and CSWC shifts across timeframes, from 0.19 (1 year) to 0.34 (all time), reflecting how their relationship changes across market environments.
Fundamentals
ACT:
$5.79B
CSWC:
$1.45B
ACT:
$4.61
CSWC:
$1.76
ACT:
8.80
CSWC:
13.17
ACT:
1.04
CSWC:
0.99
ACT:
4.80
CSWC:
6.70
ACT:
1.08
CSWC:
1.43
ACT:
$1.24B
CSWC:
$222.04M
ACT:
$742.95M
CSWC:
$172.70M
ACT:
$685.07M
CSWC:
$142.78M
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Return for Risk
ACT vs. CSWC — Risk / Return Rank
ACT
CSWC
ACT vs. CSWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Enact Holdings, Inc. (ACT) and Capital Southwest Corporation (CSWC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ACT | CSWC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.77 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.26 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.74 | -0.02 |
| Martin ratioReturn relative to average drawdown | 3.99 | 5.62 | -1.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACT | CSWC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.45 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.38 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.62 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.39 | +0.48 |
Drawdowns
ACT vs. CSWC - Drawdown Comparison
The maximum ACT drawdown since its inception was -20.25%, smaller than the maximum CSWC drawdown of -68.33%. Use the drawdown chart below to compare losses from any high point for ACT and CSWC.
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Drawdown Indicators
| ACT | CSWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.25% | -68.33% | +48.08% |
Max Drawdown (1Y)Largest decline over 1 year | -10.96% | -15.75% | +4.79% |
Max Drawdown (3Y)Largest decline over 3 years | -15.33% | -27.74% | +12.41% |
Max Drawdown (5Y)Largest decline over 5 years | — | -33.66% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -61.15% | — |
Current DrawdownCurrent decline from peak | -7.65% | -3.88% | -3.77% |
Average DrawdownAverage peak-to-trough decline | -5.17% | -18.36% | +13.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.72% | 4.86% | -0.14% |
Volatility
ACT vs. CSWC - Volatility Comparison
Enact Holdings, Inc. (ACT) has a higher volatility of 6.33% compared to Capital Southwest Corporation (CSWC) at 5.22%. This indicates that ACT's price experiences larger fluctuations and is considered to be riskier than CSWC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACT | CSWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.33% | 5.22% | +1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 17.14% | 13.99% | +3.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.34% | 18.91% | +3.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.75% | 22.66% | +2.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.75% | 27.40% | -2.65% |
Dividends
ACT vs. CSWC - Dividend Comparison
ACT's dividend yield for the trailing twelve months is around 2.14%, less than CSWC's 12.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACT Enact Holdings, Inc. | 2.14% | 2.06% | 2.92% | 4.60% | 6.38% | 5.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CSWC Capital Southwest Corporation | 12.72% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
Financials
ACT vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Enact Holdings, Inc. and Capital Southwest Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ACT vs. CSWC - Profitability Comparison
ACT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Enact Holdings, Inc. reported a gross profit of 0.00 and revenue of 312.07M. Therefore, the gross margin over that period was 0.0%.
CSWC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported a gross profit of 54.00M and revenue of 54.00M. Therefore, the gross margin over that period was 100.0%.
ACT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Enact Holdings, Inc. reported an operating income of 0.00 and revenue of 312.07M, resulting in an operating margin of 0.0%.
CSWC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported an operating income of 44.66M and revenue of 54.00M, resulting in an operating margin of 82.7%.
ACT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Enact Holdings, Inc. reported a net income of 167.77M and revenue of 312.07M, resulting in a net margin of 53.8%.
CSWC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported a net income of 27.48M and revenue of 54.00M, resulting in a net margin of 50.9%.
Frequently Asked Questions
ACT and CSWC have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ACT has higher volatility (6.33%) compared to CSWC (5.22%). In terms of maximum drawdown, ACT dropped -20.25% vs CSWC's -68.33%.
CSWC currently has the higher Sharpe Ratio (1.45 vs 0.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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