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FCBC vs. CSWC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FCBC vs. CSWC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Community Bankshares, Inc. (FCBC) and Capital Southwest Corporation (CSWC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FCBC achieves a 48.03% return, which is significantly higher than CSWC's 13.50% return. Over the past 10 years, FCBC has underperformed CSWC with an annualized return of 12.34%, while CSWC has yielded a comparatively higher 16.81% annualized return.


FCBC

1D
0.19%
1M
5.76%
6M
34.51%
YTD
48.03%
1Y
42.17%
3Y*
18.93%
5Y*
15.96%
10Y*
12.34%
ALL TIME*
7.81%

CSWC

1D
0.00%
1M
0.22%
6M
6.37%
YTD
13.50%
1Y
17.52%
3Y*
16.12%
5Y*
10.90%
10Y*
16.81%
ALL TIME*
11.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$14.98M$15.10M$15.36M
$5.22M$4.09M$3.94M

FCBC vs. CSWC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FCBC
First Community Bankshares, Inc.
48.03%-12.10%15.82%13.72%5.12%60.52%-27.17%1.42%14.19%-2.35%
CSWC
Capital Southwest Corporation
13.50%14.28%2.14%56.10%-24.63%57.40%-1.56%22.80%29.52%9.99%

Correlation

The correlation between FCBC and CSWC is 0.31, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.31

Correlation (3Y)
Balances recent behavior with more history.

0.30

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.31

Correlation (10Y)
Provides a long-term view across more market conditions.

0.25

Correlation (All Time)
Calculated using the full available price history since May 9, 1997

0.28

Fundamentals

Market Cap

FCBC:

$900.32M

CSWC:

$1.47B

EPS

FCBC:

$3.17

CSWC:

$1.75

PE Ratio

FCBC:

15.06

CSWC:

13.51

PS Ratio

FCBC:

5.42

CSWC:

6.87

PB Ratio

FCBC:

1.68

CSWC:

1.46

Total Revenue (TTM)

FCBC:

$164.71M

CSWC:

$222.04M

Gross Profit (TTM)

FCBC:

$78.96M

CSWC:

$172.70M

EBITDA (TTM)

FCBC:

$84.18M

CSWC:

$142.78M

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Return for Risk

FCBC vs. CSWC — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FCBC
FCBC Risk / Return Rank: 8282
Overall Rank
FCBC Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
FCBC Sortino Ratio Rank: 8282
Sortino Ratio Rank
FCBC Omega Ratio Rank: 7979
Omega Ratio Rank
FCBC Calmar Ratio Rank: 8282
Calmar Ratio Rank
FCBC Martin Ratio Rank: 8181
Martin Ratio Rank

CSWC
CSWC Risk / Return Rank: 6868
Overall Rank
CSWC Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
CSWC Sortino Ratio Rank: 6666
Sortino Ratio Rank
CSWC Omega Ratio Rank: 6363
Omega Ratio Rank
CSWC Calmar Ratio Rank: 6767
Calmar Ratio Rank
CSWC Martin Ratio Rank: 7272
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FCBC vs. CSWC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Community Bankshares, Inc. (FCBC) 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.


FCBCCSWCDifference
Sharpe ratioReturn per unit of total volatility

+0.64

Sortino ratioReturn per unit of downside risk

+0.84

Omega ratioGain probability vs. loss probability

1.26

1.15

+0.11

Calmar ratioReturn relative to maximum drawdown

2.30

1.01

+1.29

Martin ratioReturn relative to average drawdown

5.49

3.24

+2.25

FCBC vs. CSWC - Sharpe Ratio Comparison

The current FCBC Sharpe Ratio is 1.47, which is higher than the CSWC Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of FCBC and CSWC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FCBC vs. CSWC - Drawdown Comparison

The maximum FCBC drawdown since its inception was -79.46%, which is greater than CSWC's maximum drawdown of -68.33%. Use the drawdown chart below to compare losses from any high point for FCBC and CSWC.


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Drawdown Indicators


FCBCCSWCDifference

Max Drawdown

Largest peak-to-trough decline

-79.46%

-68.33%

-11.13%

Max Drawdown (1Y)

Largest decline over 1 year

-17.21%

-15.75%

-1.46%

Max Drawdown (3Y)

Largest decline over 3 years

-29.94%

-27.74%

-2.20%

Max Drawdown (5Y)

Largest decline over 5 years

-39.51%

-33.66%

-5.85%

Max Drawdown (10Y)

Largest decline over 10 years

-49.53%

-61.15%

+11.62%

Current Drawdown

Current decline from peak

-1.57%

-2.92%

+1.35%

Average Drawdown

Average peak-to-trough decline

-26.33%

-18.29%

-8.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.19%

4.90%

+2.29%

Volatility

FCBC vs. CSWC - Volatility Comparison

First Community Bankshares, Inc. (FCBC) has a higher volatility of 7.93% compared to Capital Southwest Corporation (CSWC) at 4.33%. This indicates that FCBC'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


FCBCCSWCDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.93%

4.33%

+3.60%

Volatility (6M)

Calculated over the trailing 6-month period

17.61%

13.19%

+4.42%

Volatility (1Y)

Calculated over the trailing 1-year period

26.84%

19.04%

+7.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.00%

22.21%

+6.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.89%

27.40%

+5.49%

Dividends

FCBC vs. CSWC - Dividend Comparison

FCBC's dividend yield for the trailing twelve months is around 4.69%, less than CSWC's 10.86% yield.


PositionTTM20252024202320222021202020192018201720162015
CSWC
Capital Southwest Corporation
10.86%11.56%11.59%10.21%12.46%10.13%11.49%13.07%10.77%7.01%2.35%216.86%
FCBC
First Community Bankshares, Inc.
4.69%9.81%2.88%3.13%3.30%3.11%4.63%3.09%4.00%2.37%1.99%2.90%

Financials

FCBC vs. CSWC - Financials Comparison

This section allows you to compare key financial metrics between First Community Bankshares, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

Frequently Asked Questions


FCBC and CSWC have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FCBC has higher volatility (7.93%) compared to CSWC (4.33%). In terms of maximum drawdown, FCBC dropped -79.46% vs CSWC's -68.33%.

FCBC currently has the higher Sharpe Ratio (1.47 vs 0.83), 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.

Portfolio Optimizer

Find the right allocation for FCBC and CSWC

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