CION vs. CGBD
Compare and contrast key facts about CION Investment Corporation (CION) and TCG BDC, Inc. (CGBD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CION or CGBD.
Key characteristics
| CION | CGBD | |
|---|---|---|
| YTD Return | 16.85% | 23.55% |
| 1Y Return | 26.33% | 30.73% |
| Sharpe Ratio | 1.40 | 1.76 |
| Daily Std Dev | 18.10% | 17.76% |
| Max Drawdown | -45.34% | -71.09% |
| Current Drawdown | -0.59% | -4.79% |
Fundamentals
| CION | CGBD | |
|---|---|---|
| Market Cap | $641.99M | $880.19M |
| EPS | $2.34 | $1.91 |
| PE Ratio | 5.13 | 9.06 |
| Total Revenue (TTM) | $214.71M | $219.21M |
| Gross Profit (TTM) | $191.10M | $167.01M |
| EBITDA (TTM) | $181.74M | $163.12M |
Correlation
The correlation between CION and CGBD is 0.48, 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
CION vs. CGBD - Performance Comparison
In the year-to-date period, CION achieves a 16.85% return, which is significantly lower than CGBD's 23.55% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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
CION vs. CGBD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CION Investment Corporation (CION) and TCG BDC, Inc. (CGBD). 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
CION vs. CGBD - Dividend Comparison
CION's dividend yield for the trailing twelve months is around 14.05%, more than CGBD's 10.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
CION CION Investment Corporation | 14.05% | 13.91% | 14.80% | 3.52% | 0.00% | 0.00% | 0.00% | 0.00% |
CGBD TCG BDC, Inc. | 10.40% | 11.58% | 11.46% | 10.92% | 14.33% | 13.00% | 13.55% | 6.14% |
Drawdowns
CION vs. CGBD - Drawdown Comparison
The maximum CION drawdown since its inception was -45.34%, smaller than the maximum CGBD drawdown of -71.09%. Use the drawdown chart below to compare losses from any high point for CION and CGBD. For additional features, visit the drawdowns tool.
Volatility
CION vs. CGBD - Volatility Comparison
The current volatility for CION Investment Corporation (CION) is 4.37%, while TCG BDC, Inc. (CGBD) has a volatility of 4.71%. This indicates that CION experiences smaller price fluctuations and is considered to be less risky than CGBD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CION vs. CGBD - Financials Comparison
This section allows you to compare key financial metrics between CION Investment Corporation and TCG BDC, Inc.. 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