CCD vs. CSWC
Compare and contrast key facts about Calamos Dynamic Convertible and Income Fund (CCD) and Capital Southwest Corporation (CSWC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CCD or CSWC.
Key characteristics
| CCD | CSWC | |
|---|---|---|
| YTD Return | 14.53% | 12.07% |
| 1Y Return | 13.57% | 58.73% |
| 3Y Return (Ann) | -2.48% | 13.99% |
| 5Y Return (Ann) | 11.34% | 14.83% |
| Sharpe Ratio | 0.82 | 3.60 |
| Daily Std Dev | 17.40% | 18.48% |
| Max Drawdown | -55.42% | -68.34% |
| Current Drawdown | -14.52% | 0.00% |
Fundamentals
| CCD | CSWC | |
|---|---|---|
| Market Cap | $387.31M | $1.08B |
| EPS | $2.39 | $2.34 |
| PE Ratio | 7.38 | 10.71 |
| PEG Ratio | 0.00 | 12.55 |
| Revenue (TTM) | $0.00 | $168.90M |
| Gross Profit (TTM) | $0.00 | $82.22M |
Correlation
The correlation between CCD and CSWC is 0.26, 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
CCD vs. CSWC - Performance Comparison
In the year-to-date period, CCD achieves a 14.53% return, which is significantly higher than CSWC's 12.07% 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
CCD vs. CSWC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Dynamic Convertible and Income Fund (CCD) 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
CCD vs. CSWC - Dividend Comparison
CCD's dividend yield for the trailing twelve months is around 10.61%, more than CSWC's 9.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCD Calamos Dynamic Convertible and Income Fund | 10.61% | 11.83% | 11.42% | 7.43% | 7.11% | 8.01% | 12.21% | 9.99% | 11.43% | 7.40% | 0.00% | 0.00% |
CSWC Capital Southwest Corporation | 9.53% | 10.20% | 12.75% | 10.32% | 6.87% | 8.99% | 5.88% | 7.01% | 2.31% | 0.26% | 0.53% | 2.55% |
Drawdowns
CCD vs. CSWC - Drawdown Comparison
The maximum CCD drawdown since its inception was -55.42%, smaller than the maximum CSWC drawdown of -68.34%. Use the drawdown chart below to compare losses from any high point for CCD and CSWC. For additional features, visit the drawdowns tool.
Volatility
CCD vs. CSWC - Volatility Comparison
Calamos Dynamic Convertible and Income Fund (CCD) has a higher volatility of 5.74% compared to Capital Southwest Corporation (CSWC) at 4.37%. This indicates that CCD'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
CCD vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Calamos Dynamic Convertible and Income Fund 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