AXP vs. CSWC
AXP (American Express Company) and CSWC (Capital Southwest Corporation) are both stocks. Both are in the Financial Services sector — AXP in Credit Services, CSWC in Asset Management. Over the past 10 years, AXP returned 19.88%/yr vs 17.30%/yr for CSWC. At a 0.23 correlation, their price movements are largely independent.
Performance
AXP vs. CSWC - Performance Comparison
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Returns By Period
In the year-to-date period, AXP achieves a -11.56% return, which is significantly lower than CSWC's 11.14% return. Over the past 10 years, AXP has outperformed CSWC with an annualized return of 19.88%, while CSWC has yielded a comparatively lower 17.30% annualized return.
AXP
- 1D
- 2.18%
- 1M
- 3.82%
- YTD
- -11.56%
- 6M
- -14.47%
- 1Y
- 14.27%
- 3Y*
- 24.40%
- 5Y*
- 16.02%
- 10Y*
- 19.88%
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%
AXP vs. CSWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | -11.56% | 25.99% | 60.32% | 28.67% | -8.52% | 36.88% | -1.14% | 32.52% | -2.62% | 36.22% |
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 AXP and CSWC is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 1990 | 0.23 |
Over the past year, AXP and CSWC have become more correlated (0.48) than their long-term average of 0.23, meaning their price movements have been converging.
Fundamentals
AXP:
$223.25B
CSWC:
$1.47B
AXP:
$16.23
CSWC:
$1.76
AXP:
20.06
CSWC:
13.38
AXP:
1.71
CSWC:
1.01
AXP:
2.73
CSWC:
6.81
AXP:
6.57
CSWC:
1.45
AXP:
$82.41B
CSWC:
$222.04M
AXP:
$68.81B
CSWC:
$172.70M
AXP:
$18.41B
CSWC:
$142.78M
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Return for Risk
AXP vs. CSWC — Risk / Return Rank
AXP
CSWC
AXP vs. CSWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Express Company (AXP) 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.
| AXP | CSWC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.93 | ||
| Sortino ratioReturn per unit of downside risk | -1.27 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.24 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.44 | 1.59 | -1.16 |
| Martin ratioReturn relative to average drawdown | 0.93 | 5.13 | -4.20 |
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Drawdowns
AXP vs. CSWC - Drawdown Comparison
The maximum AXP drawdown since its inception was -83.91%, which is greater than CSWC's maximum drawdown of -68.33%. Use the drawdown chart below to compare losses from any high point for AXP and CSWC.
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Drawdown Indicators
| AXP | CSWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.91% | -68.33% | -15.58% |
Max Drawdown (1Y)Largest decline over 1 year | -23.90% | -15.75% | -8.15% |
Max Drawdown (3Y)Largest decline over 3 years | -28.76% | -27.74% | -1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -31.55% | -33.66% | +2.11% |
Max Drawdown (10Y)Largest decline over 10 years | -49.64% | -61.15% | +11.51% |
Current DrawdownCurrent decline from peak | -14.99% | -2.34% | -12.65% |
Average DrawdownAverage peak-to-trough decline | -22.05% | -18.35% | -3.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.15% | 4.89% | +6.26% |
Volatility
AXP vs. CSWC - Volatility Comparison
American Express Company (AXP) has a higher volatility of 6.90% compared to Capital Southwest Corporation (CSWC) at 5.25%. This indicates that AXP'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
| AXP | CSWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 5.25% | +1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 20.01% | 13.93% | +6.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.46% | 18.98% | +7.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.50% | 22.65% | +6.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.83% | 27.40% | +4.43% |
Dividends
AXP vs. CSWC - Dividend Comparison
AXP's dividend yield for the trailing twelve months is around 1.05%, less than CSWC's 12.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 1.05% | 0.85% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% |
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
AXP vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between American Express 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
AXP vs. CSWC - Profitability Comparison
AXP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Express Company reported a gross profit of 17.66B and revenue of 20.88B. Therefore, the gross margin over that period was 84.6%.
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%.
AXP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Express Company reported an operating income of 6.60B and revenue of 20.88B, resulting in an operating margin of 31.6%.
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%.
AXP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Express Company reported a net income of 2.97B and revenue of 20.88B, resulting in a net margin of 14.2%.
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
AXP and CSWC have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AXP has higher volatility (6.90%) compared to CSWC (5.25%). In terms of maximum drawdown, AXP dropped -83.91% vs CSWC's -68.33%.
CSWC currently has the higher Sharpe Ratio (1.33 vs 0.39), 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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