CSWC vs. AOMR
CSWC (Capital Southwest Corporation) and AOMR (Angel Oak Mortgage, Inc.) are both stocks. CSWC operates in Asset Management (Financial Services), while AOMR operates in REIT - Mortgage (Real Estate). Over the past 5 years, CSWC returned 12.18%/yr vs -1.29%/yr for AOMR. At a 0.28 correlation, their price movements are largely independent.
Performance
CSWC vs. AOMR - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with CSWC having a 12.25% return and AOMR slightly higher at 12.27%.
CSWC
- 1D
- 1.60%
- 1M
- 2.39%
- YTD
- 12.25%
- 6M
- 13.58%
- 1Y
- 20.53%
- 3Y*
- 18.48%
- 5Y*
- 12.18%
- 10Y*
- 17.25%
AOMR
- 1D
- -0.88%
- 1M
- 8.99%
- YTD
- 12.27%
- 6M
- 11.88%
- 1Y
- 10.35%
- 3Y*
- 17.08%
- 5Y*
- -1.29%
- 10Y*
- —
CSWC vs. AOMR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 12.25% | 14.28% | 2.14% | 56.10% | -24.63% | 3.55% |
AOMR Angel Oak Mortgage, Inc. | 12.27% | 6.20% | -1.89% | 159.86% | -67.27% | -10.21% |
Correlation
The correlation between CSWC and AOMR is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Jun 17, 2021 | 0.28 |
Fundamentals
CSWC:
$1.47B
AOMR:
$222.07M
CSWC:
$1.75
AOMR:
$0.65
CSWC:
13.47
AOMR:
13.83
CSWC:
1.02
AOMR:
0.02
CSWC:
6.85
AOMR:
3.64
CSWC:
1.45
AOMR:
0.86
CSWC:
$222.04M
AOMR:
$61.18M
CSWC:
$172.70M
AOMR:
$51.68M
CSWC:
$142.78M
AOMR:
$39.68M
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Return for Risk
CSWC vs. AOMR — Risk / Return Rank
CSWC
AOMR
CSWC vs. AOMR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and Angel Oak Mortgage, Inc. (AOMR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CSWC | AOMR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.67 | ||
| Sortino ratioReturn per unit of downside risk | +0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.09 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.31 | 0.67 | +0.64 |
| Martin ratioReturn relative to average drawdown | 4.18 | 1.34 | +2.84 |
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Drawdowns
CSWC vs. AOMR - Drawdown Comparison
The maximum CSWC drawdown since its inception was -68.33%, roughly equal to the maximum AOMR drawdown of -71.21%. Use the drawdown chart below to compare losses from any high point for CSWC and AOMR.
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Drawdown Indicators
| CSWC | AOMR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.33% | -71.21% | +2.88% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -15.57% | -0.18% |
Max Drawdown (3Y)Largest decline over 3 years | -27.74% | -37.21% | +9.47% |
Max Drawdown (5Y)Largest decline over 5 years | -33.66% | -71.21% | +37.55% |
Max Drawdown (10Y)Largest decline over 10 years | -61.15% | — | — |
Current DrawdownCurrent decline from peak | -1.36% | -11.37% | +10.01% |
Average DrawdownAverage peak-to-trough decline | -18.33% | -23.32% | +4.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 7.74% | -2.82% |
Volatility
CSWC vs. AOMR - Volatility Comparison
The current volatility for Capital Southwest Corporation (CSWC) is 5.07%, while Angel Oak Mortgage, Inc. (AOMR) has a volatility of 8.71%. This indicates that CSWC experiences smaller price fluctuations and is considered to be less risky than AOMR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSWC | AOMR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 8.71% | -3.64% |
Volatility (6M)Calculated over the trailing 6-month period | 14.21% | 16.94% | -2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.93% | 24.49% | -5.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 38.64% | -16.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.42% | 38.61% | -11.19% |
Dividends
CSWC vs. AOMR - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 10.89%, less than AOMR's 14.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOMR Angel Oak Mortgage, Inc. | 14.27% | 14.87% | 13.79% | 12.08% | 35.31% | 2.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CSWC Capital Southwest Corporation | 10.89% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
Financials
CSWC vs. AOMR - Financials Comparison
This section allows you to compare key financial metrics between Capital Southwest Corporation and Angel Oak Mortgage, 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
Frequently Asked Questions
CSWC and AOMR have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AOMR has higher volatility (8.71%) compared to CSWC (5.07%). In terms of maximum drawdown, CSWC dropped -68.33% vs AOMR's -71.21%.
CSWC currently has the higher Sharpe Ratio (1.09 vs 0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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