CSWC vs. TCPC
Compare and contrast key facts about Capital Southwest Corporation (CSWC) and BlackRock TCP Capital Corp. (TCPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSWC or TCPC.
Correlation
The correlation between CSWC and TCPC is 0.38, 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. TCPC - Performance Comparison
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Key characteristics
CSWC:
-0.49
TCPC:
-0.54
CSWC:
-0.57
TCPC:
-0.59
CSWC:
0.92
TCPC:
0.92
CSWC:
-0.47
TCPC:
-0.47
CSWC:
-1.15
TCPC:
-0.94
CSWC:
11.38%
TCPC:
18.29%
CSWC:
24.88%
TCPC:
31.64%
CSWC:
-69.30%
TCPC:
-69.08%
CSWC:
-16.22%
TCPC:
-24.82%
Fundamentals
CSWC:
$1.07B
TCPC:
$653.39M
CSWC:
$1.39
TCPC:
-$0.62
CSWC:
12.55
TCPC:
0.88
CSWC:
5.38
TCPC:
2.52
CSWC:
1.29
TCPC:
0.83
CSWC:
$117.10M
TCPC:
$39.04M
CSWC:
$114.50M
TCPC:
-$33.49M
CSWC:
$80.44M
TCPC:
-$46.78M
Returns By Period
In the year-to-date period, CSWC achieves a -1.51% return, which is significantly higher than TCPC's -8.54% return. Over the past 10 years, CSWC has outperformed TCPC with an annualized return of 10.47%, while TCPC has yielded a comparatively lower 3.31% annualized return.
CSWC
-1.51%
5.62%
-3.92%
-11.93%
23.71%
10.47%
TCPC
-8.54%
15.40%
-5.79%
-17.13%
10.16%
3.31%
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Risk-Adjusted Performance
CSWC vs. TCPC — Risk-Adjusted Performance Rank
CSWC
TCPC
CSWC vs. TCPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and BlackRock TCP Capital Corp. (TCPC). 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. TCPC - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 12.18%, less than TCPC's 16.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 12.18% | 11.59% | 10.21% | 12.75% | 10.13% | 11.49% | 13.07% | 5.88% | 7.01% | 2.35% | 0.00% | 0.00% |
TCPC BlackRock TCP Capital Corp. | 16.45% | 15.61% | 11.70% | 9.81% | 8.88% | 11.74% | 10.25% | 11.04% | 9.42% | 8.52% | 10.34% | 9.18% |
Drawdowns
CSWC vs. TCPC - Drawdown Comparison
The maximum CSWC drawdown since its inception was -69.30%, roughly equal to the maximum TCPC drawdown of -69.08%. Use the drawdown chart below to compare losses from any high point for CSWC and TCPC. For additional features, visit the drawdowns tool.
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Volatility
CSWC vs. TCPC - Volatility Comparison
The current volatility for Capital Southwest Corporation (CSWC) is 6.51%, while BlackRock TCP Capital Corp. (TCPC) has a volatility of 10.17%. This indicates that CSWC experiences smaller price fluctuations and is considered to be less risky than TCPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
CSWC vs. TCPC - Financials Comparison
This section allows you to compare key financial metrics between Capital Southwest Corporation and BlackRock TCP 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. TCPC - 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%.
TCPC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, BlackRock TCP Capital Corp. reported a gross profit of 23.77M and revenue of 39.10M. Therefore, the gross margin over that period was 60.8%.
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%.
TCPC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, BlackRock TCP Capital Corp. reported an operating income of 20.89M and revenue of 39.10M, resulting in an operating margin of 53.4%.
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%.
TCPC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, BlackRock TCP Capital Corp. reported a net income of 20.89M and revenue of 39.10M, resulting in a net margin of 53.4%.