CSWC vs. VIST
CSWC (Capital Southwest Corporation) and VIST (Vista Oil & Gas, S.A.B. de C.V.) are both stocks. CSWC operates in Asset Management (Financial Services), while VIST operates in Oil & Gas E&P (Energy). Over the past 5 years, CSWC returned 12.18%/yr vs 73.38%/yr for VIST. At a 0.22 correlation, their price movements are largely independent.
Performance
CSWC vs. VIST - Performance Comparison
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Returns By Period
In the year-to-date period, CSWC achieves a 12.25% return, which is significantly lower than VIST's 32.00% return.
CSWC
- 1D
- 1.60%
- 1M
- 2.39%
- YTD
- 12.25%
- 6M
- 13.58%
- 1Y
- 20.53%
- 3Y*
- 18.48%
- 5Y*
- 12.18%
- 10Y*
- 17.25%
VIST
- 1D
- -0.63%
- 1M
- -13.44%
- YTD
- 32.00%
- 6M
- 34.04%
- 1Y
- 33.15%
- 3Y*
- 38.61%
- 5Y*
- 73.38%
- 10Y*
- —
CSWC vs. VIST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 12.25% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 9.38% |
VIST Vista Oil & Gas, S.A.B. de C.V. | 32.00% | -10.07% | 83.36% | 88.44% | 193.81% | 108.20% | -67.39% | -4.85% |
Correlation
The correlation between CSWC and VIST is 0.07, 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 | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Jul 26, 2019 | 0.22 |
The correlation between CSWC and VIST shifts across timeframes, from 0.07 (1 year) to 0.23 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
CSWC:
$1.47B
VIST:
$7.08B
CSWC:
$1.75
VIST:
$6.81
CSWC:
13.47
VIST:
9.44
CSWC:
1.02
VIST:
0.07
CSWC:
6.85
VIST:
2.42
CSWC:
1.45
VIST:
2.72
CSWC:
$222.04M
VIST:
$2.90B
CSWC:
$172.70M
VIST:
$1.31B
CSWC:
$142.78M
VIST:
$2.12B
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Return for Risk
CSWC vs. VIST — Risk / Return Rank
CSWC
VIST
CSWC vs. VIST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Southwest Corporation (CSWC) and Vista Oil & Gas, S.A.B. de C.V. (VIST). 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 | VIST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.42 | ||
| Sortino ratioReturn per unit of downside risk | +0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.15 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.31 | 1.07 | +0.24 |
| Martin ratioReturn relative to average drawdown | 4.18 | 2.51 | +1.67 |
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Drawdowns
CSWC vs. VIST - Drawdown Comparison
The maximum CSWC drawdown since its inception was -68.33%, smaller than the maximum VIST drawdown of -81.19%. Use the drawdown chart below to compare losses from any high point for CSWC and VIST.
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Drawdown Indicators
| CSWC | VIST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.33% | -81.19% | +12.86% |
Max Drawdown (1Y)Largest decline over 1 year | -15.75% | -31.11% | +15.36% |
Max Drawdown (3Y)Largest decline over 3 years | -27.74% | -43.36% | +15.62% |
Max Drawdown (5Y)Largest decline over 5 years | -33.66% | -43.36% | +9.70% |
Max Drawdown (10Y)Largest decline over 10 years | -61.15% | — | — |
Current DrawdownCurrent decline from peak | -1.36% | -18.95% | +17.59% |
Average DrawdownAverage peak-to-trough decline | -18.33% | -28.15% | +9.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 13.23% | -8.31% |
Volatility
CSWC vs. VIST - Volatility Comparison
The current volatility for Capital Southwest Corporation (CSWC) is 5.07%, while Vista Oil & Gas, S.A.B. de C.V. (VIST) has a volatility of 8.62%. This indicates that CSWC experiences smaller price fluctuations and is considered to be less risky than VIST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSWC | VIST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 8.62% | -3.55% |
Volatility (6M)Calculated over the trailing 6-month period | 14.21% | 32.90% | -18.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.93% | 49.97% | -31.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 52.04% | -29.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.42% | 61.00% | -33.58% |
Dividends
CSWC vs. VIST - Dividend Comparison
CSWC's dividend yield for the trailing twelve months is around 10.89%, while VIST has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 10.89% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
VIST Vista Oil & Gas, S.A.B. de C.V. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
CSWC vs. VIST - Financials Comparison
This section allows you to compare key financial metrics between Capital Southwest Corporation and Vista Oil & Gas, S.A.B. de C.V.. 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. VIST - 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%.
VIST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Vista Oil & Gas, S.A.B. de C.V. reported a gross profit of 472.36M and revenue of 865.01M. Therefore, the gross margin over that period was 54.6%.
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%.
VIST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vista Oil & Gas, S.A.B. de C.V. reported an operating income of 216.12M and revenue of 865.01M, resulting in an operating margin of 25.0%.
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%.
VIST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vista Oil & Gas, S.A.B. de C.V. reported a net income of 107.71M and revenue of 865.01M, resulting in a net margin of 12.5%.
Frequently Asked Questions
CSWC and VIST have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VIST has higher volatility (8.62%) compared to CSWC (5.07%). In terms of maximum drawdown, CSWC dropped -68.33% vs VIST's -81.19%.
CSWC currently has the higher Sharpe Ratio (1.09 vs 0.67), 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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