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.
Correlation
The correlation between CSWC and BBDC is 0.39, 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
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Key characteristics
CSWC:
-0.34
BBDC:
0.16
CSWC:
-0.53
BBDC:
0.35
CSWC:
0.92
BBDC:
1.05
CSWC:
-0.45
BBDC:
0.13
CSWC:
-1.10
BBDC:
0.45
CSWC:
11.33%
BBDC:
7.07%
CSWC:
24.83%
BBDC:
21.11%
CSWC:
-69.39%
BBDC:
-64.64%
CSWC:
-14.17%
BBDC:
-12.94%
Fundamentals
CSWC:
$1.06B
BBDC:
$939.19M
CSWC:
$1.40
BBDC:
$0.94
CSWC:
14.90
BBDC:
9.48
CSWC:
5.34
BBDC:
3.28
CSWC:
1.27
BBDC:
0.79
CSWC:
$117.10M
BBDC:
$250.78M
CSWC:
$114.50M
BBDC:
$222.87M
CSWC:
$80.44M
BBDC:
$176.68M
Returns By Period
In the year-to-date period, CSWC achieves a 0.90% return, which is significantly higher than BBDC's -1.93% return. Over the past 10 years, CSWC has outperformed BBDC with an annualized return of 10.68%, while BBDC has yielded a comparatively lower 1.01% annualized return.
CSWC
0.90%
9.76%
-1.01%
-8.39%
24.29%
10.68%
BBDC
-1.93%
6.43%
-3.21%
3.32%
17.66%
1.01%
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Risk-Adjusted Performance
CSWC vs. BBDC — Risk-Adjusted Performance Rank
CSWC
BBDC
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.
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Dividends
CSWC vs. BBDC - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 11.89%, which matches BBDC's 11.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 11.89% | 11.59% | 10.21% | 12.75% | 10.13% | 11.49% | 13.07% | 5.88% | 7.01% | 2.35% | 0.00% | 0.00% |
BBDC Barings BDC, Inc. | 11.98% | 10.87% | 11.89% | 11.66% | 7.44% | 7.07% | 5.25% | 24.57% | 17.39% | 10.31% | 12.35% | 12.62% |
Drawdowns
CSWC vs. BBDC - Drawdown Comparison
The maximum CSWC drawdown since its inception was -69.39%, 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.
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Volatility
CSWC vs. BBDC - Volatility Comparison
Capital Southwest Corporation (CSWC) has a higher volatility of 6.60% compared to Barings BDC, Inc. (BBDC) at 6.24%. This indicates that CSWC's price experiences larger fluctuations and is considered to be riskier than BBDC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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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
CSWC vs. BBDC - Profitability Comparison
CSWC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Capital Southwest Corporation reported a gross profit of 26.61M and revenue of 26.61M. Therefore, the gross margin over that period was 100.0%.
BBDC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Barings BDC, Inc. reported a gross profit of 34.67M and revenue of 54.87M. Therefore, the gross margin over that period was 63.2%.
CSWC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Capital Southwest Corporation reported an operating income of 19.64M and revenue of 26.61M, resulting in an operating margin of 73.8%.
BBDC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Barings BDC, Inc. reported an operating income of 32.98M and revenue of 54.87M, resulting in an operating margin of 60.1%.
CSWC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Capital Southwest Corporation reported a net income of 16.27M and revenue of 26.61M, resulting in a net margin of 61.1%.
BBDC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Barings BDC, Inc. reported a net income of 32.58M and revenue of 54.87M, resulting in a net margin of 59.4%.