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.
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
Key characteristics
BBDC:
1.13
CSWC:
0.04
BBDC:
1.71
CSWC:
0.17
BBDC:
1.22
CSWC:
1.02
BBDC:
1.04
CSWC:
0.04
BBDC:
7.00
CSWC:
0.10
BBDC:
2.85%
CSWC:
6.95%
BBDC:
17.70%
CSWC:
19.68%
BBDC:
-64.64%
CSWC:
-69.40%
BBDC:
-6.53%
CSWC:
-17.94%
Fundamentals
BBDC:
$1.00B
CSWC:
$1.01B
BBDC:
$1.10
CSWC:
$1.64
BBDC:
8.62
CSWC:
12.96
BBDC:
$233.97M
CSWC:
$165.82M
BBDC:
$192.13M
CSWC:
$160.86M
BBDC:
$114.55M
CSWC:
$159.93M
Returns By Period
In the year-to-date period, BBDC achieves a 21.79% return, which is significantly higher than CSWC's -1.46% return. Over the past 10 years, BBDC has underperformed CSWC with an annualized return of 2.69%, while CSWC has yielded a comparatively higher 12.99% annualized return.
BBDC
21.79%
-4.11%
3.57%
19.97%
7.92%
2.69%
CSWC
-1.46%
-5.81%
-11.03%
0.27%
12.36%
12.99%
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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 11.05%, less than CSWC's 12.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBDC Barings BDC, Inc. | 11.05% | 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 | 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
BBDC vs. CSWC - Drawdown Comparison
The maximum BBDC drawdown since its inception was -64.64%, smaller than the maximum CSWC drawdown of -69.40%. 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 4.76% compared to Capital Southwest Corporation (CSWC) at 3.97%. 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.
Financials
BBDC vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Barings BDC, 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