ADM vs. CSWC
ADM (Archer-Daniels-Midland Company) and CSWC (Capital Southwest Corporation) are both stocks. ADM operates in Farm Products (Consumer Defensive), while CSWC operates in Asset Management (Financial Services). Over the past 10 years, ADM returned 9.94%/yr vs 17.30%/yr for CSWC. At a 0.17 correlation, their price movements are largely independent.
Performance
ADM vs. CSWC - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ADM achieves a 41.55% return, which is significantly higher than CSWC's 11.14% return. Over the past 10 years, ADM has underperformed CSWC with an annualized return of 9.94%, while CSWC has yielded a comparatively higher 17.30% annualized return.
ADM
- 1D
- 1.70%
- 1M
- 0.46%
- YTD
- 41.55%
- 6M
- 35.61%
- 1Y
- 59.17%
- 3Y*
- 6.06%
- 5Y*
- 6.96%
- 10Y*
- 9.94%
CSWC
- 1D
- 0.51%
- 1M
- -0.13%
- YTD
- 11.14%
- 6M
- 11.81%
- 1Y
- 26.38%
- 3Y*
- 18.73%
- 5Y*
- 8.54%
- 10Y*
- 17.30%
ADM vs. CSWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ADM Archer-Daniels-Midland Company | 41.55% | 18.24% | -27.52% | -20.42% | 39.98% | 37.33% | 12.44% | 17.10% | 5.28% | -9.48% |
CSWC Capital Southwest Corporation | 11.14% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 22.80% | 29.52% | 9.99% |
Correlation
The correlation between ADM and CSWC is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 1990 | 0.17 |
The correlation between ADM and CSWC shifts across timeframes, from 0.11 (1 year) to 0.24 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
ADM:
$38.84B
CSWC:
$1.47B
ADM:
$2.23
CSWC:
$1.76
ADM:
35.93
CSWC:
13.38
ADM:
0.48
CSWC:
6.81
ADM:
1.70
CSWC:
1.45
ADM:
$80.61B
CSWC:
$222.04M
ADM:
$4.70B
CSWC:
$172.70M
ADM:
$3.48B
CSWC:
$142.78M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ADM vs. CSWC — Risk / Return Rank
ADM
CSWC
ADM vs. CSWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer-Daniels-Midland Company (ADM) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ADM | CSWC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.13 | ||
| Sortino ratioReturn per unit of downside risk | +1.32 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.24 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 5.24 | 1.59 | +3.65 |
| Martin ratioReturn relative to average drawdown | 14.45 | 5.13 | +9.32 |
Loading charts...
Drawdowns
ADM vs. CSWC - Drawdown Comparison
The maximum ADM drawdown since its inception was -68.01%, roughly equal to the maximum CSWC drawdown of -68.33%. Use the drawdown chart below to compare losses from any high point for ADM and CSWC.
Loading charts...
Drawdown Indicators
| ADM | CSWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.01% | -68.33% | +0.32% |
Max Drawdown (1Y)Largest decline over 1 year | -12.79% | -15.75% | +2.96% |
Max Drawdown (3Y)Largest decline over 3 years | -49.22% | -27.74% | -21.48% |
Max Drawdown (5Y)Largest decline over 5 years | -54.14% | -33.66% | -20.48% |
Max Drawdown (10Y)Largest decline over 10 years | -54.14% | -61.15% | +7.01% |
Current DrawdownCurrent decline from peak | -8.23% | -2.34% | -5.89% |
Average DrawdownAverage peak-to-trough decline | -21.59% | -18.35% | -3.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.63% | 4.89% | -0.26% |
Volatility
ADM vs. CSWC - Volatility Comparison
Archer-Daniels-Midland Company (ADM) has a higher volatility of 7.74% compared to Capital Southwest Corporation (CSWC) at 5.25%. This indicates that ADM'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.
Loading charts...
Volatility by Period
| ADM | CSWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.74% | 5.25% | +2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 19.56% | 13.93% | +5.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.30% | 18.98% | +8.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.26% | 22.65% | +5.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.96% | 27.40% | -0.44% |
Dividends
ADM vs. CSWC - Dividend Comparison
ADM's dividend yield for the trailing twelve months is around 2.57%, less than CSWC's 12.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADM Archer-Daniels-Midland Company | 2.57% | 3.55% | 3.96% | 2.49% | 1.72% | 2.19% | 2.86% | 3.02% | 3.27% | 3.19% | 2.63% | 3.05% |
CSWC Capital Southwest Corporation | 9.80% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
Financials
ADM vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Archer-Daniels-Midland Company 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
ADM vs. CSWC - Profitability Comparison
ADM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Archer-Daniels-Midland Company reported a gross profit of 1.22B and revenue of 20.49B. Therefore, the gross margin over that period was 6.0%.
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%.
ADM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Archer-Daniels-Midland Company reported an operating income of 408.00M and revenue of 20.49B, resulting in an operating margin of 2.0%.
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%.
ADM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Archer-Daniels-Midland Company reported a net income of 298.00M and revenue of 20.49B, resulting in a net margin of 1.5%.
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
ADM and CSWC have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ADM has higher volatility (7.74%) compared to CSWC (5.25%). In terms of maximum drawdown, ADM dropped -68.01% vs CSWC's -68.33%.
ADM currently has the higher Sharpe Ratio (2.46 vs 1.33), 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.
Find the right allocation for ADM and CSWC
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer