CSWC vs. TCPC
Compare and contrast key facts about Capital Southwest Corporation (CSWC) and BlackRock TCP Capital Corp. (TCPC).
Performance
CSWC vs. TCPC - Performance Comparison
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CSWC vs. TCPC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 2.75% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 22.80% | 29.52% | 9.99% |
TCPC BlackRock TCP Capital Corp. | -30.77% | -26.24% | -12.26% | 3.23% | 5.61% | 30.76% | -9.17% | 19.31% | -5.59% | -1.22% |
Fundamentals
CSWC:
$1.48B
TCPC:
$306.81M
CSWC:
$1.65
TCPC:
$1.29
CSWC:
13.38
TCPC:
2.79
CSWC:
6.71
TCPC:
2.77
CSWC:
1.49
TCPC:
0.51
CSWC:
$213.56M
TCPC:
$110.78M
CSWC:
$105.62M
TCPC:
$58.19M
CSWC:
$87.11M
TCPC:
$129.18M
Returns By Period
In the year-to-date period, CSWC achieves a 2.75% return, which is significantly higher than TCPC's -30.77% return. Over the past 10 years, CSWC has outperformed TCPC with an annualized return of 16.43%, while TCPC has yielded a comparatively lower -2.38% annualized return.
CSWC
- 1D
- 2.98%
- 1M
- 2.34%
- YTD
- 2.75%
- 6M
- 7.32%
- 1Y
- 11.41%
- 3Y*
- 20.27%
- 5Y*
- 11.43%
- 10Y*
- 16.43%
TCPC
- 1D
- 1.98%
- 1M
- -7.41%
- YTD
- -30.77%
- 6M
- -36.20%
- 1Y
- -46.47%
- 3Y*
- -17.42%
- 5Y*
- -12.93%
- 10Y*
- -2.38%
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Return for Risk
CSWC vs. TCPC — Risk / Return Rank
CSWC
TCPC
CSWC vs. TCPC - Risk-Adjusted Trends 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.
| CSWC | TCPC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | -1.33 | +1.79 |
Sortino ratioReturn per unit of downside risk | 0.80 | -2.01 | +2.80 |
Omega ratioGain probability vs. loss probability | 1.11 | 0.75 | +0.37 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | -0.92 | +1.49 |
Martin ratioReturn relative to average drawdown | 1.73 | -2.02 | +3.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CSWC | TCPC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | -1.33 | +1.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | -0.51 | +1.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | -0.07 | +0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.04 | +0.23 |
Correlation
The correlation between CSWC and TCPC is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CSWC vs. TCPC - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 11.58%, less than TCPC's 27.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 11.58% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 0.72% |
TCPC BlackRock TCP Capital Corp. | 27.70% | 20.48% | 16.76% | 14.64% | 9.81% | 8.88% | 11.74% | 10.25% | 11.04% | 9.42% | 8.52% | 10.34% |
Drawdowns
CSWC vs. TCPC - Drawdown Comparison
The maximum CSWC drawdown since its inception was -77.32%, which is greater than TCPC's maximum drawdown of -69.08%. Use the drawdown chart below to compare losses from any high point for CSWC and TCPC.
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Drawdown Indicators
| CSWC | TCPC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.32% | -69.08% | -8.24% |
Max Drawdown (1Y)Largest decline over 1 year | -19.83% | -50.21% | +30.38% |
Max Drawdown (5Y)Largest decline over 5 years | -33.66% | -58.91% | +25.25% |
Max Drawdown (10Y)Largest decline over 10 years | -61.15% | -69.08% | +7.93% |
Current DrawdownCurrent decline from peak | -4.85% | -56.88% | +52.03% |
Average DrawdownAverage peak-to-trough decline | -26.13% | -9.39% | -16.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.47% | 22.89% | -16.42% |
Volatility
CSWC vs. TCPC - Volatility Comparison
The current volatility for Capital Southwest Corporation (CSWC) is 5.89%, while BlackRock TCP Capital Corp. (TCPC) has a volatility of 12.76%. 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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Volatility by Period
| CSWC | TCPC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.89% | 12.76% | -6.87% |
Volatility (6M)Calculated over the trailing 6-month period | 15.11% | 27.01% | -11.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.80% | 34.98% | -10.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.78% | 25.36% | -2.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.33% | 34.07% | -6.74% |
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