ENB vs. CSWC
ENB (Enbridge Inc.) and CSWC (Capital Southwest Corporation) are both stocks. ENB operates in Oil & Gas Midstream (Energy), while CSWC operates in Asset Management (Financial Services). Over the past 10 years, ENB returned 9.34%/yr vs 17.21%/yr for CSWC. At a 0.16 correlation, their price movements are largely independent.
Performance
ENB vs. CSWC - Performance Comparison
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Returns By Period
In the year-to-date period, ENB achieves a 18.72% return, which is significantly higher than CSWC's 9.91% return. Over the past 10 years, ENB has underperformed CSWC with an annualized return of 9.34%, while CSWC has yielded a comparatively higher 17.21% annualized return.
ENB
- 1D
- -1.74%
- 1M
- 4.56%
- YTD
- 18.72%
- 6M
- 17.84%
- 1Y
- 25.57%
- 3Y*
- 20.90%
- 5Y*
- 13.89%
- 10Y*
- 9.34%
CSWC
- 1D
- 0.30%
- 1M
- -1.72%
- YTD
- 9.91%
- 6M
- 11.47%
- 1Y
- 26.31%
- 3Y*
- 18.55%
- 5Y*
- 8.30%
- 10Y*
- 17.21%
ENB vs. CSWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ENB Enbridge Inc. | 18.72% | 19.51% | 26.35% | -1.13% | 6.46% | 30.83% | -13.60% | 36.05% | -15.53% | -2.73% |
CSWC Capital Southwest Corporation | 9.91% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 22.80% | 29.52% | 9.99% |
Correlation
The correlation between ENB and CSWC 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 | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Mar 28, 1990 | 0.16 |
The correlation between ENB and CSWC shifts across timeframes, from 0.07 (1 year) to 0.32 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
ENB:
$4.92
CSWC:
$1.76
ENB:
11.24
CSWC:
13.23
ENB:
0.51
CSWC:
1.00
ENB:
1.32
CSWC:
6.73
ENB:
$69.05B
CSWC:
$222.04M
ENB:
$15.35B
CSWC:
$172.70M
ENB:
$17.09B
CSWC:
$142.78M
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Return for Risk
ENB vs. CSWC — Risk / Return Rank
ENB
CSWC
ENB vs. CSWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Enbridge Inc. (ENB) and Capital Southwest Corporation (CSWC). 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.
| ENB | CSWC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.19 | ||
| Sortino ratioReturn per unit of downside risk | +0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.25 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.82 | 1.68 | +1.14 |
| Martin ratioReturn relative to average drawdown | 7.09 | 5.41 | +1.68 |
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
| ENB | CSWC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 1.39 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.37 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.63 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.39 | +0.14 |
Drawdowns
ENB vs. CSWC - Drawdown Comparison
The maximum ENB drawdown since its inception was -46.35%, smaller than the maximum CSWC drawdown of -68.33%. Use the drawdown chart below to compare losses from any high point for ENB and CSWC.
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Drawdown Indicators
| ENB | CSWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.35% | -68.33% | +21.98% |
Max Drawdown (1Y)Largest decline over 1 year | -9.10% | -15.75% | +6.65% |
Max Drawdown (3Y)Largest decline over 3 years | -15.78% | -27.74% | +11.96% |
Max Drawdown (5Y)Largest decline over 5 years | -28.32% | -33.66% | +5.34% |
Max Drawdown (10Y)Largest decline over 10 years | -44.07% | -61.15% | +17.08% |
Current DrawdownCurrent decline from peak | -4.67% | -3.42% | -1.25% |
Average DrawdownAverage peak-to-trough decline | -10.83% | -18.36% | +7.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 4.88% | -1.26% |
Volatility
ENB vs. CSWC - Volatility Comparison
Enbridge Inc. (ENB) has a higher volatility of 6.10% compared to Capital Southwest Corporation (CSWC) at 5.56%. This indicates that ENB's price experiences larger fluctuations and is considered to be riskier than CSWC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ENB | CSWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 5.56% | +0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 13.00% | 13.93% | -0.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.24% | 19.02% | -2.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.64% | 22.66% | -4.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.34% | 27.41% | -3.07% |
Dividends
ENB vs. CSWC - Dividend Comparison
ENB's dividend yield for the trailing twelve months is around 5.01%, less than CSWC's 12.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 12.66% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
ENB Enbridge Inc. | 5.01% | 5.66% | 6.28% | 7.31% | 6.80% | 6.85% | 7.55% | 5.58% | 6.68% | 4.71% | 4.13% | 4.71% |
Financials
ENB vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Enbridge Inc. and Capital Southwest Corporation. 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
ENB vs. CSWC - Profitability Comparison
ENB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Enbridge Inc. reported a gross profit of 0.00 and revenue of 22.36B. Therefore, the gross margin over that period was 0.0%.
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%.
ENB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Enbridge Inc. reported an operating income of 3.23B and revenue of 22.36B, resulting in an operating margin of 14.4%.
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%.
ENB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Enbridge Inc. reported a net income of 2.95B and revenue of 22.36B, resulting in a net margin of 13.2%.
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%.
Frequently Asked Questions
ENB and CSWC 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.
ENB has higher volatility (6.10%) compared to CSWC (5.56%). In terms of maximum drawdown, ENB dropped -46.35% vs CSWC's -68.33%.
ENB currently has the higher Sharpe Ratio (1.58 vs 1.39), 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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