BBDC vs. CSWC
Compare and contrast key facts about Barings BDC, Inc. (BBDC) and Capital Southwest Corporation (CSWC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBDC or CSWC.
Key characteristics
| BBDC | CSWC | |
|---|---|---|
| YTD Return | 10.74% | 7.26% |
| 1Y Return | 35.67% | 48.73% |
| 3Y Return (Ann) | 6.64% | 13.70% |
| 5Y Return (Ann) | 7.77% | 13.64% |
| 10Y Return (Ann) | -0.02% | 14.33% |
| Sharpe Ratio | 2.01 | 2.73 |
| Daily Std Dev | 18.44% | 18.82% |
| Max Drawdown | -64.64% | -68.34% |
| Current Drawdown | -10.47% | -1.51% |
Fundamentals
| BBDC | CSWC | |
|---|---|---|
| Market Cap | $986.42M | $1.07B |
| EPS | $1.20 | $2.34 |
| PE Ratio | 7.75 | 10.67 |
| Revenue (TTM) | $289.20M | $168.90M |
| Gross Profit (TTM) | $219.13M | $82.22M |
| EBITDA (TTM) | $55.77M | $148.27M |
Correlation
The correlation between BBDC and CSWC is 0.32, 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
BBDC vs. CSWC - Performance Comparison
In the year-to-date period, BBDC achieves a 10.74% return, which is significantly higher than CSWC's 7.26% return. Over the past 10 years, BBDC has underperformed CSWC with an annualized return of -0.02%, while CSWC has yielded a comparatively higher 14.33% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BBDC vs. CSWC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barings BDC, Inc. (BBDC) 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
BBDC vs. CSWC - Dividend Comparison
BBDC's dividend yield for the trailing twelve months is around 11.14%, more than CSWC's 9.96% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBDC Barings BDC, Inc. | 11.14% | 11.89% | 11.66% | 7.44% | 7.07% | 5.25% | 24.57% | 17.39% | 10.31% | 12.35% | 12.62% | 7.81% |
CSWC Capital Southwest Corporation | 9.96% | 10.20% | 12.75% | 10.32% | 6.87% | 8.99% | 5.88% | 7.01% | 2.31% | 0.08% | 0.16% | 0.29% |
Drawdowns
BBDC vs. CSWC - Drawdown Comparison
The maximum BBDC drawdown since its inception was -64.64%, smaller than the maximum CSWC drawdown of -68.34%. Use the drawdown chart below to compare losses from any high point for BBDC and CSWC. For additional features, visit the drawdowns tool.
Volatility
BBDC vs. CSWC - Volatility Comparison
Barings BDC, Inc. (BBDC) has a higher volatility of 4.77% compared to Capital Southwest Corporation (CSWC) at 4.36%. This indicates that BBDC'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.