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GBDC vs. MFIC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between GBDC and MFIC is 0.45, 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.


-0.50.00.51.00.5

Performance

GBDC vs. MFIC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Golub Capital BDC, Inc. (GBDC) and MidCap Financial Investment Corporation (MFIC). The values are adjusted to include any dividend payments, if applicable.

0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
9.67%
5.23%
GBDC
MFIC

Key characteristics

Sharpe Ratio

GBDC:

0.68

MFIC:

0.48

Sortino Ratio

GBDC:

1.04

MFIC:

0.72

Omega Ratio

GBDC:

1.13

MFIC:

1.11

Calmar Ratio

GBDC:

0.59

MFIC:

0.53

Martin Ratio

GBDC:

1.30

MFIC:

1.11

Ulcer Index

GBDC:

7.21%

MFIC:

7.87%

Daily Std Dev

GBDC:

13.81%

MFIC:

17.99%

Max Drawdown

GBDC:

-47.58%

MFIC:

-87.97%

Current Drawdown

GBDC:

-3.36%

MFIC:

-6.88%

Fundamentals

Market Cap

GBDC:

$4.17B

MFIC:

$1.34B

EPS

GBDC:

$1.33

MFIC:

$1.54

PE Ratio

GBDC:

11.80

MFIC:

9.25

Total Revenue (TTM)

GBDC:

$678.69M

MFIC:

$83.73M

Gross Profit (TTM)

GBDC:

$678.69M

MFIC:

$104.44M

Returns By Period

In the year-to-date period, GBDC achieves a 2.64% return, which is significantly higher than MFIC's 1.93% return. Over the past 10 years, GBDC has outperformed MFIC with an annualized return of 8.06%, while MFIC has yielded a comparatively lower 6.82% annualized return.


GBDC

YTD

2.64%

1M

-0.19%

6M

9.67%

1Y

9.13%

5Y*

9.65%

10Y*

8.06%

MFIC

YTD

1.93%

1M

-0.15%

6M

5.23%

1Y

5.67%

5Y*

11.04%

10Y*

6.82%

*Annualized

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Risk-Adjusted Performance

GBDC vs. MFIC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GBDC
The Risk-Adjusted Performance Rank of GBDC is 6464
Overall Rank
The Sharpe Ratio Rank of GBDC is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of GBDC is 6161
Sortino Ratio Rank
The Omega Ratio Rank of GBDC is 5858
Omega Ratio Rank
The Calmar Ratio Rank of GBDC is 7171
Calmar Ratio Rank
The Martin Ratio Rank of GBDC is 6262
Martin Ratio Rank

MFIC
The Risk-Adjusted Performance Rank of MFIC is 6060
Overall Rank
The Sharpe Ratio Rank of MFIC is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of MFIC is 5353
Sortino Ratio Rank
The Omega Ratio Rank of MFIC is 5555
Omega Ratio Rank
The Calmar Ratio Rank of MFIC is 6969
Calmar Ratio Rank
The Martin Ratio Rank of MFIC is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

GBDC vs. MFIC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Golub Capital BDC, Inc. (GBDC) and MidCap Financial Investment Corporation (MFIC). 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.


The chart of Sharpe ratio for GBDC, currently valued at 0.68, compared to the broader market-3.00-2.00-1.000.001.002.003.000.680.48
The chart of Sortino ratio for GBDC, currently valued at 1.04, compared to the broader market-6.00-4.00-2.000.002.004.001.040.72
The chart of Omega ratio for GBDC, currently valued at 1.13, compared to the broader market0.501.001.502.001.131.11
The chart of Calmar ratio for GBDC, currently valued at 0.59, compared to the broader market0.002.004.006.000.590.53
The chart of Martin ratio for GBDC, currently valued at 1.30, compared to the broader market-10.000.0010.0020.001.301.11
GBDC
MFIC

The current GBDC Sharpe Ratio is 0.68, which is higher than the MFIC Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of GBDC and MFIC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.50SeptemberOctoberNovemberDecember2025February
0.68
0.48
GBDC
MFIC

Dividends

GBDC vs. MFIC - Dividend Comparison

GBDC's dividend yield for the trailing twelve months is around 11.38%, less than MFIC's 12.51% yield.


TTM20242023202220212020201920182017201620152014
GBDC
Golub Capital BDC, Inc.
11.38%12.14%10.00%9.35%7.58%8.37%6.99%8.49%7.47%8.32%7.70%7.14%
MFIC
MidCap Financial Investment Corporation
12.51%12.75%11.11%12.37%11.26%15.24%10.31%14.52%10.60%11.95%15.33%10.78%

Drawdowns

GBDC vs. MFIC - Drawdown Comparison

The maximum GBDC drawdown since its inception was -47.58%, smaller than the maximum MFIC drawdown of -87.97%. Use the drawdown chart below to compare losses from any high point for GBDC and MFIC. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-3.36%
-6.88%
GBDC
MFIC

Volatility

GBDC vs. MFIC - Volatility Comparison

The current volatility for Golub Capital BDC, Inc. (GBDC) is 4.17%, while MidCap Financial Investment Corporation (MFIC) has a volatility of 5.08%. This indicates that GBDC experiences smaller price fluctuations and is considered to be less risky than MFIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
4.17%
5.08%
GBDC
MFIC

Financials

GBDC vs. MFIC - Financials Comparison

This section allows you to compare key financial metrics between Golub Capital BDC, Inc. and MidCap Financial Investment 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