CGBD vs. RPXIX
Compare and contrast key facts about TCG BDC, Inc. (CGBD) and RiverPark Large Growth Fund (RPXIX).
RPXIX is managed by RiverPark Funds. It was launched on Sep 30, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGBD or RPXIX.
Correlation
The correlation between CGBD and RPXIX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CGBD vs. RPXIX - Performance Comparison
Key characteristics
CGBD:
-0.69
RPXIX:
0.07
CGBD:
-0.80
RPXIX:
0.26
CGBD:
0.89
RPXIX:
1.04
CGBD:
-0.64
RPXIX:
0.04
CGBD:
-1.98
RPXIX:
0.19
CGBD:
8.09%
RPXIX:
9.05%
CGBD:
23.27%
RPXIX:
23.65%
CGBD:
-71.62%
RPXIX:
-59.98%
CGBD:
-24.53%
RPXIX:
-30.72%
Returns By Period
In the year-to-date period, CGBD achieves a -21.87% return, which is significantly lower than RPXIX's -5.72% return.
CGBD
-21.87%
-1.94%
-14.40%
-17.16%
20.57%
N/A
RPXIX
-5.72%
12.65%
-11.15%
0.49%
2.58%
3.34%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
CGBD vs. RPXIX — Risk-Adjusted Performance Rank
CGBD
RPXIX
CGBD vs. RPXIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TCG BDC, Inc. (CGBD) and RiverPark Large Growth Fund (RPXIX). 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
CGBD vs. RPXIX - Dividend Comparison
CGBD's dividend yield for the trailing twelve months is around 7.11%, less than RPXIX's 7.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGBD TCG BDC, Inc. | 7.11% | 5.13% | 5.88% | 7.97% | 7.36% | 14.33% | 11.06% | 13.55% | 6.14% | 0.00% | 0.00% | 0.00% |
RPXIX RiverPark Large Growth Fund | 7.66% | 7.22% | 0.00% | 0.01% | 13.26% | 6.69% | 11.76% | 15.17% | 9.01% | 0.67% | 1.86% | 3.05% |
Drawdowns
CGBD vs. RPXIX - Drawdown Comparison
The maximum CGBD drawdown since its inception was -71.62%, which is greater than RPXIX's maximum drawdown of -59.98%. Use the drawdown chart below to compare losses from any high point for CGBD and RPXIX. For additional features, visit the drawdowns tool.
Volatility
CGBD vs. RPXIX - Volatility Comparison
TCG BDC, Inc. (CGBD) and RiverPark Large Growth Fund (RPXIX) have volatilities of 12.72% and 13.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.