GECC vs. CSWC
Compare and contrast key facts about Great Elm Capital Corp. (GECC) and Capital Southwest Corporation (CSWC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GECC or CSWC.
Key characteristics
| GECC | CSWC | |
|---|---|---|
| YTD Return | 5.86% | 4.25% |
| 1Y Return | 21.34% | 17.51% |
| 3Y Return (Ann) | -8.69% | 5.94% |
| 5Y Return (Ann) | -17.68% | 14.85% |
| Sharpe Ratio | 0.93 | 0.81 |
| Sortino Ratio | 1.43 | 1.10 |
| Omega Ratio | 1.18 | 1.16 |
| Calmar Ratio | 0.33 | 1.05 |
| Martin Ratio | 4.76 | 3.13 |
| Ulcer Index | 4.81% | 5.14% |
| Daily Std Dev | 24.55% | 19.77% |
| Max Drawdown | -78.53% | -69.40% |
| Current Drawdown | -63.01% | -13.18% |
Fundamentals
| GECC | CSWC | |
|---|---|---|
| Market Cap | $106.28M | $1.09B |
| EPS | $0.74 | $1.64 |
| PE Ratio | 13.74 | 13.97 |
| PEG Ratio | 0.00 | 12.55 |
| Total Revenue (TTM) | $34.04M | $176.11M |
| Gross Profit (TTM) | $27.02M | $162.18M |
| EBITDA (TTM) | $16.27M | $121.25M |
Correlation
The correlation between GECC and CSWC is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
GECC vs. CSWC - Performance Comparison
In the year-to-date period, GECC achieves a 5.86% return, which is significantly higher than CSWC's 4.25% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
GECC vs. CSWC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great Elm Capital Corp. (GECC) 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.
Dividends
GECC vs. CSWC - Dividend Comparison
GECC's dividend yield for the trailing twelve months is around 14.75%, more than CSWC's 11.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
GECC Great Elm Capital Corp. | 14.75% | 14.09% | 23.52% | 13.00% | 9.45% | 13.13% | 15.88% | 11.87% | 1.39% |
CSWC Capital Southwest Corporation | 11.04% | 10.21% | 12.75% | 10.13% | 11.49% | 13.07% | 5.88% | 7.01% | 2.31% |
Drawdowns
GECC vs. CSWC - Drawdown Comparison
The maximum GECC drawdown since its inception was -78.53%, which is greater than CSWC's maximum drawdown of -69.40%. Use the drawdown chart below to compare losses from any high point for GECC and CSWC. For additional features, visit the drawdowns tool.
Volatility
GECC vs. CSWC - Volatility Comparison
The current volatility for Great Elm Capital Corp. (GECC) is 6.90%, while Capital Southwest Corporation (CSWC) has a volatility of 9.59%. This indicates that GECC experiences smaller price fluctuations and is considered to be less risky than CSWC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
GECC vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Great Elm Capital Corp. 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