CSWC vs. CALM
CSWC (Capital Southwest Corporation) and CALM (Cal-Maine Foods, Inc.) are both stocks. CSWC operates in Asset Management (Financial Services), while CALM operates in Farm Products (Consumer Defensive). Over the past 10 years, CSWC returned 17.30%/yr vs 9.86%/yr for CALM. At a 0.14 correlation, their price movements are largely independent.
Performance
CSWC vs. CALM - Performance Comparison
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Returns By Period
In the year-to-date period, CSWC achieves a 11.14% return, which is significantly higher than CALM's -0.54% return. Over the past 10 years, CSWC has outperformed CALM with an annualized return of 17.30%, while CALM has yielded a comparatively lower 9.86% annualized return.
CSWC
- 1D
- 0.51%
- 1M
- -0.13%
- YTD
- 11.14%
- 6M
- 11.81%
- 1Y
- 26.38%
- 3Y*
- 18.73%
- 5Y*
- 8.54%
- 10Y*
- 17.30%
CALM
- 1D
- -2.22%
- 1M
- 1.59%
- YTD
- -0.54%
- 6M
- -8.91%
- 1Y
- -14.73%
- 3Y*
- 23.34%
- 5Y*
- 22.16%
- 10Y*
- 9.86%
CSWC vs. CALM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 11.14% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 22.80% | 29.52% | 9.99% |
CALM Cal-Maine Foods, Inc. | -0.54% | -15.61% | 87.00% | 14.48% | 51.87% | -1.38% | -12.19% | 2.09% | -3.90% | 0.62% |
Correlation
The correlation between CSWC and CALM is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Dec 12, 1996 | 0.14 |
The correlation between CSWC and CALM shifts across timeframes, from 0.05 (1 year) to 0.15 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
CSWC:
$1.47B
CALM:
$3.70B
CSWC:
$1.76
CALM:
$14.48
CSWC:
13.38
CALM:
5.39
CSWC:
1.01
CALM:
0.00
CSWC:
6.81
CALM:
1.08
CSWC:
1.45
CALM:
1.37
CSWC:
$222.04M
CALM:
$3.46B
CSWC:
$172.70M
CALM:
$1.17B
CSWC:
$142.78M
CALM:
$1.05B
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Return for Risk
CSWC vs. CALM — Risk / Return Rank
CSWC
CALM
CSWC vs. CALM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and Cal-Maine Foods, Inc. (CALM). 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 | CALM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.73 | ||
| Sortino ratioReturn per unit of downside risk | +2.35 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.95 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 1.59 | -0.36 | +1.96 |
| Martin ratioReturn relative to average drawdown | 5.13 | -0.56 | +5.69 |
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Drawdowns
CSWC vs. CALM - Drawdown Comparison
The maximum CSWC drawdown since its inception was -68.33%, smaller than the maximum CALM drawdown of -74.08%. Use the drawdown chart below to compare losses from any high point for CSWC and CALM.
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Drawdown Indicators
| CSWC | CALM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.33% | -74.08% | +5.75% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -37.00% | +21.25% |
Max Drawdown (3Y)Largest decline over 3 years | -27.74% | -37.00% | +9.26% |
Max Drawdown (5Y)Largest decline over 5 years | -33.66% | -37.00% | +3.34% |
Max Drawdown (10Y)Largest decline over 10 years | -61.15% | -39.12% | -22.03% |
Current DrawdownCurrent decline from peak | -2.34% | -31.17% | +28.83% |
Average DrawdownAverage peak-to-trough decline | -18.35% | -30.31% | +11.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.89% | 23.95% | -19.06% |
Volatility
CSWC vs. CALM - Volatility Comparison
The current volatility for Capital Southwest Corporation (CSWC) is 5.25%, while Cal-Maine Foods, Inc. (CALM) has a volatility of 6.31%. This indicates that CSWC experiences smaller price fluctuations and is considered to be less risky than CALM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSWC | CALM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 6.31% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 13.93% | 20.43% | -6.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.98% | 33.03% | -14.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.65% | 32.61% | -9.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.40% | 31.13% | -3.73% |
Dividends
CSWC vs. CALM - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 12.52%, more than CALM's 6.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CALM Cal-Maine Foods, Inc. | 6.15% | 10.90% | 2.82% | 7.51% | 3.17% | 0.09% | 0.00% | 0.98% | 1.03% | 0.00% | 2.70% | 4.10% |
CSWC Capital Southwest Corporation | 9.80% | 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. CALM - Financials Comparison
This section allows you to compare key financial metrics between Capital Southwest Corporation and Cal-Maine Foods, 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. CALM - Profitability Comparison
CSWC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported a gross profit of 54.00M and revenue of 54.00M. Therefore, the gross margin over that period was 100.0%.
CALM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Cal-Maine Foods, Inc. reported a gross profit of 119.28M and revenue of 666.95M. Therefore, the gross margin over that period was 17.9%.
CSWC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported an operating income of 44.66M and revenue of 54.00M, resulting in an operating margin of 82.7%.
CALM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Cal-Maine Foods, Inc. reported an operating income of 35.98M and revenue of 666.95M, resulting in an operating margin of 5.4%.
CSWC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported a net income of 27.48M and revenue of 54.00M, resulting in a net margin of 50.9%.
CALM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Cal-Maine Foods, Inc. reported a net income of 50.46M and revenue of 666.95M, resulting in a net margin of 7.6%.
Frequently Asked Questions
CSWC and CALM have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CALM has higher volatility (6.31%) compared to CSWC (5.25%). In terms of maximum drawdown, CSWC dropped -68.33% vs CALM's -74.08%.
CSWC currently has the higher Sharpe Ratio (1.33 vs -0.41), 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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