CGBD vs. SAR
Compare and contrast key facts about TCG BDC, Inc. (CGBD) and Saratoga Investment Corp. (SAR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGBD or SAR.
Correlation
The correlation between CGBD and SAR is 0.41, 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. SAR - Performance Comparison
Key characteristics
CGBD:
1.68
SAR:
0.28
CGBD:
2.28
SAR:
0.47
CGBD:
1.30
SAR:
1.07
CGBD:
2.37
SAR:
0.37
CGBD:
6.65
SAR:
0.66
CGBD:
4.35%
SAR:
7.76%
CGBD:
17.26%
SAR:
18.42%
CGBD:
-71.09%
SAR:
-90.83%
CGBD:
-0.72%
SAR:
-6.44%
Fundamentals
CGBD:
$909.70M
SAR:
$332.19M
CGBD:
$1.73
SAR:
$1.52
CGBD:
10.33
SAR:
15.84
CGBD:
3.54
SAR:
0.00
CGBD:
$212.67M
SAR:
$97.72M
CGBD:
$172.89M
SAR:
$41.24M
CGBD:
$174.14M
SAR:
$18.24B
Returns By Period
In the year-to-date period, CGBD achieves a 29.76% return, which is significantly higher than SAR's 3.52% return.
CGBD
29.76%
6.05%
3.34%
28.26%
19.49%
N/A
SAR
3.52%
-6.44%
10.65%
4.86%
8.56%
15.40%
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. SAR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TCG BDC, Inc. (CGBD) and Saratoga Investment Corp. (SAR). 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. SAR - Dividend Comparison
CGBD's dividend yield for the trailing twelve months is around 10.41%, less than SAR's 12.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGBD TCG BDC, Inc. | 10.41% | 11.76% | 11.46% | 10.92% | 14.33% | 13.00% | 13.55% | 6.14% | 0.00% | 0.00% | 0.00% | 0.00% |
SAR Saratoga Investment Corp. | 12.46% | 10.90% | 11.02% | 6.16% | 6.57% | 6.61% | 10.35% | 10.51% | 9.12% | 14.14% | 1.21% | 16.93% |
Drawdowns
CGBD vs. SAR - Drawdown Comparison
The maximum CGBD drawdown since its inception was -71.09%, smaller than the maximum SAR drawdown of -90.83%. Use the drawdown chart below to compare losses from any high point for CGBD and SAR. For additional features, visit the drawdowns tool.
Volatility
CGBD vs. SAR - Volatility Comparison
The current volatility for TCG BDC, Inc. (CGBD) is 3.73%, while Saratoga Investment Corp. (SAR) has a volatility of 4.53%. This indicates that CGBD experiences smaller price fluctuations and is considered to be less risky than SAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CGBD vs. SAR - Financials Comparison
This section allows you to compare key financial metrics between TCG BDC, Inc. and Saratoga Investment Corp.. 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