AD.AS vs. CSWC
Compare and contrast key facts about Koninklijke Ahold Delhaize N.V. (AD.AS) and Capital Southwest Corporation (CSWC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AD.AS or CSWC.
Correlation
The correlation between AD.AS and CSWC is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AD.AS vs. CSWC - Performance Comparison
Key characteristics
AD.AS:
1.66
CSWC:
0.04
AD.AS:
2.47
CSWC:
0.17
AD.AS:
1.31
CSWC:
1.02
AD.AS:
1.33
CSWC:
0.04
AD.AS:
8.77
CSWC:
0.10
AD.AS:
2.84%
CSWC:
6.95%
AD.AS:
14.91%
CSWC:
19.68%
AD.AS:
-93.12%
CSWC:
-69.40%
AD.AS:
-5.89%
CSWC:
-17.94%
Fundamentals
AD.AS:
€29.66B
CSWC:
$1.01B
AD.AS:
€1.95
CSWC:
$1.64
AD.AS:
16.37
CSWC:
12.96
AD.AS:
1.27
CSWC:
12.55
AD.AS:
€89.10B
CSWC:
$165.82M
AD.AS:
€23.95B
CSWC:
$160.86M
AD.AS:
€1.87B
CSWC:
$159.93M
Returns By Period
In the year-to-date period, AD.AS achieves a 25.08% return, which is significantly higher than CSWC's -1.46% return. Over the past 10 years, AD.AS has underperformed CSWC with an annualized return of 11.32%, while CSWC has yielded a comparatively higher 12.99% annualized return.
AD.AS
25.08%
-4.19%
12.77%
23.82%
10.56%
11.32%
CSWC
-1.46%
-5.81%
-11.03%
0.27%
12.36%
12.99%
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Risk-Adjusted Performance
AD.AS vs. CSWC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Koninklijke Ahold Delhaize N.V. (AD.AS) 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.
Dividends
AD.AS vs. CSWC - Dividend Comparison
AD.AS's dividend yield for the trailing twelve months is around 3.55%, less than CSWC's 12.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AD.AS Koninklijke Ahold Delhaize N.V. | 3.55% | 4.15% | 3.65% | 2.75% | 4.15% | 4.49% | 2.85% | 3.11% | 8.82% | 2.46% | 10.91% | 3.37% |
CSWC Capital Southwest Corporation | 12.02% | 10.21% | 12.75% | 10.13% | 11.49% | 13.07% | 5.88% | 7.01% | 2.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
AD.AS vs. CSWC - Drawdown Comparison
The maximum AD.AS drawdown since its inception was -93.12%, which is greater than CSWC's maximum drawdown of -69.40%. Use the drawdown chart below to compare losses from any high point for AD.AS and CSWC. For additional features, visit the drawdowns tool.
Volatility
AD.AS vs. CSWC - Volatility Comparison
Koninklijke Ahold Delhaize N.V. (AD.AS) has a higher volatility of 5.09% compared to Capital Southwest Corporation (CSWC) at 3.98%. This indicates that AD.AS'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.
Financials
AD.AS vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Koninklijke Ahold Delhaize N.V. 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