EPD vs. CSWC
EPD (Enterprise Products Partners L.P.) and CSWC (Capital Southwest Corporation) are both stocks. EPD operates in Oil & Gas Midstream (Energy), while CSWC operates in Asset Management (Financial Services). Over the past 10 years, EPD returned 10.61%/yr vs 17.30%/yr for CSWC. At a 0.18 correlation, their price movements are largely independent.
Performance
EPD vs. CSWC - Performance Comparison
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Returns By Period
In the year-to-date period, EPD achieves a 19.79% return, which is significantly higher than CSWC's 11.14% return. Over the past 10 years, EPD has underperformed CSWC with an annualized return of 10.61%, while CSWC has yielded a comparatively higher 17.30% annualized return.
EPD
- 1D
- -0.08%
- 1M
- -5.05%
- YTD
- 19.79%
- 6M
- 19.53%
- 1Y
- 24.08%
- 3Y*
- 20.73%
- 5Y*
- 15.96%
- 10Y*
- 10.61%
CSWC
- 1D
- 0.51%
- 1M
- -0.13%
- YTD
- 11.14%
- 6M
- 11.81%
- 1Y
- 26.38%
- 3Y*
- 18.73%
- 5Y*
- 8.54%
- 10Y*
- 17.30%
EPD vs. CSWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPD Enterprise Products Partners L.P. | 19.79% | 9.45% | 28.00% | 17.71% | 18.32% | 21.40% | -23.61% | 21.88% | -1.32% | 4.24% |
CSWC Capital Southwest Corporation | 11.14% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 22.80% | 29.52% | 9.99% |
Correlation
The correlation between EPD and CSWC is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jul 28, 1998 | 0.18 |
The correlation between EPD and CSWC shifts across timeframes, from 0.14 (1 year) to 0.35 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
EPD:
$81.47B
CSWC:
$1.47B
EPD:
$2.69
CSWC:
$1.76
EPD:
13.83
CSWC:
13.38
EPD:
2.22
CSWC:
1.01
EPD:
1.58
CSWC:
6.81
EPD:
$51.57B
CSWC:
$222.04M
EPD:
$7.31B
CSWC:
$172.70M
EPD:
$10.11B
CSWC:
$142.78M
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Return for Risk
EPD vs. CSWC — Risk / Return Rank
EPD
CSWC
EPD vs. CSWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Enterprise Products Partners L.P. (EPD) 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.
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.
| EPD | CSWC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.22 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.24 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.24 | 1.59 | +1.65 |
| Martin ratioReturn relative to average drawdown | 9.50 | 5.13 | +4.37 |
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Drawdowns
EPD vs. CSWC - Drawdown Comparison
The maximum EPD drawdown since its inception was -58.78%, smaller than the maximum CSWC drawdown of -68.33%. Use the drawdown chart below to compare losses from any high point for EPD and CSWC.
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Drawdown Indicators
| EPD | CSWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.78% | -68.33% | +9.55% |
Max Drawdown (1Y)Largest decline over 1 year | -7.56% | -15.75% | +8.19% |
Max Drawdown (3Y)Largest decline over 3 years | -15.40% | -27.74% | +12.34% |
Max Drawdown (5Y)Largest decline over 5 years | -18.06% | -33.66% | +15.60% |
Max Drawdown (10Y)Largest decline over 10 years | -58.04% | -61.15% | +3.11% |
Current DrawdownCurrent decline from peak | -6.41% | -2.34% | -4.07% |
Average DrawdownAverage peak-to-trough decline | -10.22% | -18.35% | +8.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 4.89% | -2.31% |
Volatility
EPD vs. CSWC - Volatility Comparison
Enterprise Products Partners L.P. (EPD) has a higher volatility of 6.00% compared to Capital Southwest Corporation (CSWC) at 5.25%. This indicates that EPD'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
| EPD | CSWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 5.25% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 13.27% | 13.93% | -0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.90% | 18.98% | -3.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 22.65% | -5.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.14% | 27.40% | -3.26% |
Dividends
EPD vs. CSWC - Dividend Comparison
EPD's dividend yield for the trailing twelve months is around 5.88%, less than CSWC's 12.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 9.80% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
EPD Enterprise Products Partners L.P. | 5.88% | 6.74% | 6.63% | 7.51% | 7.79% | 8.20% | 9.09% | 6.23% | 6.97% | 6.29% | 5.88% | 5.90% |
Financials
EPD vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Enterprise Products Partners L.P. 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
EPD vs. CSWC - Profitability Comparison
EPD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Enterprise Products Partners L.P. reported a gross profit of 1.88B and revenue of 14.39B. Therefore, the gross margin over that period was 13.1%.
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%.
EPD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Enterprise Products Partners L.P. reported an operating income of 1.82B and revenue of 14.39B, resulting in an operating margin of 12.6%.
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%.
EPD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Enterprise Products Partners L.P. reported a net income of 1.48B and revenue of 14.39B, resulting in a net margin of 10.3%.
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
EPD and CSWC have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPD has higher volatility (6.00%) compared to CSWC (5.25%). In terms of maximum drawdown, EPD dropped -58.78% vs CSWC's -68.33%.
EPD currently has the higher Sharpe Ratio (1.54 vs 1.33), 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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