CSWC vs. BBDC
Compare and contrast key facts about Capital Southwest Corporation (CSWC) and Barings BDC, Inc. (BBDC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSWC or BBDC.
Key characteristics
| CSWC | BBDC | |
|---|---|---|
| YTD Return | 11.77% | 11.10% |
| 1Y Return | 60.59% | 37.54% |
| 3Y Return (Ann) | 13.78% | 6.56% |
| 5Y Return (Ann) | 14.69% | 7.76% |
| 10Y Return (Ann) | 14.84% | 0.06% |
| Sharpe Ratio | 3.30 | 2.03 |
| Daily Std Dev | 17.87% | 18.25% |
| Max Drawdown | -68.34% | -64.64% |
| Current Drawdown | -0.54% | -10.18% |
Fundamentals
| CSWC | BBDC | |
|---|---|---|
| Market Cap | $1.11B | $988.54M |
| EPS | $2.34 | $1.20 |
| PE Ratio | 11.06 | 7.77 |
| Revenue (TTM) | $168.90M | $289.20M |
| Gross Profit (TTM) | $82.22M | $219.13M |
| EBITDA (TTM) | $148.27M | $55.77M |
Correlation
The correlation between CSWC and BBDC is 0.32, 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
CSWC vs. BBDC - Performance Comparison
In the year-to-date period, CSWC achieves a 11.77% return, which is significantly higher than BBDC's 11.10% return. Over the past 10 years, CSWC has outperformed BBDC with an annualized return of 14.84%, while BBDC has yielded a comparatively lower 0.06% annualized 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
CSWC vs. BBDC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and Barings BDC, Inc. (BBDC). 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
CSWC vs. BBDC - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 9.56%, less than BBDC's 11.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 9.56% | 10.20% | 12.75% | 10.32% | 6.87% | 8.99% | 5.88% | 7.01% | 2.31% | 0.26% | 0.53% | 2.55% |
BBDC Barings BDC, Inc. | 11.10% | 11.89% | 11.66% | 7.44% | 7.07% | 5.25% | 24.57% | 17.39% | 10.31% | 12.35% | 12.62% | 7.81% |
Drawdowns
CSWC vs. BBDC - Drawdown Comparison
The maximum CSWC drawdown since its inception was -68.34%, which is greater than BBDC's maximum drawdown of -64.64%. Use the drawdown chart below to compare losses from any high point for CSWC and BBDC. For additional features, visit the drawdowns tool.
Volatility
CSWC vs. BBDC - Volatility Comparison
The current volatility for Capital Southwest Corporation (CSWC) is 4.16%, while Barings BDC, Inc. (BBDC) has a volatility of 4.48%. This indicates that CSWC experiences smaller price fluctuations and is considered to be less risky than BBDC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CSWC vs. BBDC - Financials Comparison
This section allows you to compare key financial metrics between Capital Southwest Corporation and Barings 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