CSWC vs. GECC
CSWC (Capital Southwest Corporation) and GECC (Great Elm Capital Corp.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 5 years, CSWC returned 10.90%/yr vs -10.14%/yr for GECC. Their 0.14 correlation means their historical movements had little consistent relationship.
Performance
CSWC vs. GECC - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CSWC achieves a 13.50% return, which is significantly higher than GECC's -16.25% return.
CSWC
- 1D
- 0.00%
- 1M
- 0.22%
- 6M
- 6.37%
- YTD
- 13.50%
- 1Y
- 17.52%
- 3Y*
- 16.12%
- 5Y*
- 10.90%
- 10Y*
- 16.81%
- ALL TIME*
- 11.99%
GECC
- 1D
- -0.96%
- 1M
- -3.20%
- 6M
- -15.84%
- YTD
- -16.25%
- 1Y
- -41.62%
- 3Y*
- 0.76%
- 5Y*
- -10.14%
- 10Y*
- —
- ALL TIME*
- -10.09%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $14.98M | $15.10M | $15.36M | |
| $265.65K | $254.93K | $519.79K |
CSWC vs. GECC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 13.50% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 22.80% | 29.52% | 9.99% |
GECC Great Elm Capital Corp. | -16.25% | -25.44% | 18.85% | 50.81% | -47.39% | -4.46% | -36.93% | 12.30% | -11.10% | -7.41% |
Correlation
The correlation between CSWC and GECC is 0.25, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.25 |
Correlation (3Y) Balances recent behavior with more history. | 0.21 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.17 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 2016 | 0.14 |
The correlation between CSWC and GECC shifts across timeframes, from 0.14 (all time) to 0.25 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
CSWC:
$1.47B
GECC:
$59.27M
CSWC:
$1.75
GECC:
-$2.11
CSWC:
6.87
GECC:
1.74
CSWC:
1.46
GECC:
0.67
CSWC:
$222.04M
GECC:
$37.98M
CSWC:
$172.70M
GECC:
$32.17M
CSWC:
$142.78M
GECC:
-$7.56M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CSWC vs. GECC — Risk / Return Rank
CSWC
GECC
CSWC vs. GECC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and Great Elm Capital Corp. (GECC). 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 | GECC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.87 | ||
| Sortino ratioReturn per unit of downside risk | +2.70 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 0.81 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 1.01 | -0.78 | +1.78 |
| Martin ratioReturn relative to average drawdown | 3.24 | -1.12 | +4.36 |
Loading charts...
Drawdowns
CSWC vs. GECC - Drawdown Comparison
The maximum CSWC drawdown since its inception was -68.33%, smaller than the maximum GECC drawdown of -74.01%. Use the drawdown chart below to compare losses from any high point for CSWC and GECC.
Loading charts...
Drawdown Indicators
| CSWC | GECC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.33% | -74.01% | +5.68% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -53.97% | +38.22% |
Max Drawdown (3Y)Largest decline over 3 years | -27.74% | -53.97% | +26.23% |
Max Drawdown (5Y)Largest decline over 5 years | -33.66% | -56.35% | +22.69% |
Max Drawdown (10Y)Largest decline over 10 years | -61.15% | — | — |
Current DrawdownCurrent decline from peak | -2.92% | -68.56% | +65.64% |
Average DrawdownAverage peak-to-trough decline | -18.29% | -40.77% | +22.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.90% | 37.17% | -32.27% |
Volatility
CSWC vs. GECC - Volatility Comparison
The current volatility for Capital Southwest Corporation (CSWC) is 4.33%, while Great Elm Capital Corp. (GECC) has a volatility of 5.55%. This indicates that CSWC experiences smaller price fluctuations and is considered to be less risky than GECC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CSWC | GECC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 5.55% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 13.19% | 29.16% | -15.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.04% | 40.61% | -21.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.21% | 30.69% | -8.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.40% | 36.87% | -9.47% |
Dividends
CSWC vs. GECC - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 10.86%, less than GECC's 29.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 10.86% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
GECC Great Elm Capital Corp. | 29.55% | 21.01% | 13.19% | 14.09% | 23.52% | 12.99% | 31.60% | 13.44% | 12.69% | 10.12% | 1.42% | 0.00% |
Financials
CSWC vs. GECC - Financials Comparison
This section allows you to compare key financial metrics between Capital Southwest Corporation and Great Elm Capital Corp.. 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. GECC - Profitability Comparison
CSWC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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%.
GECC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Great Elm Capital Corp. reported a gross profit of 6.21M and revenue of 6.72M. Therefore, the gross margin over that period was 92.4%.
CSWC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Capital Southwest Corporation reported an operating income of 44.66M and revenue of 54.00M, resulting in an operating margin of 82.7%.
GECC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Great Elm Capital Corp. reported an operating income of 5.70M and revenue of 6.72M, resulting in an operating margin of 84.8%.
CSWC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Capital Southwest Corporation reported a net income of 27.48M and revenue of 54.00M, resulting in a net margin of 50.9%.
GECC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Great Elm Capital Corp. reported a net income of 5.07M and revenue of 6.72M, resulting in a net margin of 75.5%.
Frequently Asked Questions
CSWC and GECC have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GECC has higher volatility (5.55%) compared to CSWC (4.33%). In terms of maximum drawdown, CSWC dropped -68.33% vs GECC's -74.01%.
CSWC currently has the higher Sharpe Ratio (0.83 vs -1.03), 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.
Find the right allocation for CSWC and GECC
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer