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.
Correlation
The correlation between GECC and CSWC is 0.14, 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
Key characteristics
GECC:
0.93
CSWC:
-0.69
GECC:
1.49
CSWC:
-0.76
GECC:
1.20
CSWC:
0.89
GECC:
0.36
CSWC:
-0.58
GECC:
4.64
CSWC:
-1.44
GECC:
5.16%
CSWC:
11.20%
GECC:
25.01%
CSWC:
24.60%
GECC:
-78.52%
CSWC:
-69.40%
GECC:
-57.52%
CSWC:
-19.63%
Fundamentals
GECC:
$116.51M
CSWC:
$1.02B
GECC:
$0.36
CSWC:
$1.40
GECC:
28.03
CSWC:
14.34
GECC:
0.00
CSWC:
12.55
GECC:
2.96
CSWC:
5.13
GECC:
0.86
CSWC:
1.24
GECC:
$27.39M
CSWC:
$117.10M
GECC:
$24.30M
CSWC:
$114.50M
GECC:
$23.62M
CSWC:
$80.44M
Returns By Period
In the year-to-date period, GECC achieves a 2.01% return, which is significantly higher than CSWC's -5.52% return.
GECC
2.01%
17.59%
13.69%
23.00%
1.05%
N/A
CSWC
-5.52%
1.42%
-7.43%
-16.91%
22.49%
10.46%
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Risk-Adjusted Performance
GECC vs. CSWC — Risk-Adjusted Performance Rank
GECC
CSWC
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 13.57%, more than CSWC's 12.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GECC Great Elm Capital Corp. | 13.57% | 13.19% | 14.09% | 23.52% | 13.00% | 9.45% | 13.13% | 15.88% | 11.87% | 1.39% | 0.00% | 0.00% |
CSWC Capital Southwest Corporation | 12.69% | 11.59% | 10.21% | 12.75% | 10.13% | 11.49% | 13.07% | 5.88% | 7.01% | 2.35% | 0.00% | 0.00% |
Drawdowns
GECC vs. CSWC - Drawdown Comparison
The maximum GECC drawdown since its inception was -78.52%, 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
Great Elm Capital Corp. (GECC) has a higher volatility of 7.97% compared to Capital Southwest Corporation (CSWC) at 7.19%. This indicates that GECC'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.
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
GECC vs. CSWC - Profitability Comparison
GECC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Great Elm Capital Corp. reported a gross profit of 7.54M and revenue of 7.97M. Therefore, the gross margin over that period was 94.7%.
CSWC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Capital Southwest Corporation reported a gross profit of 26.61M and revenue of 26.61M. Therefore, the gross margin over that period was 100.0%.
GECC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Great Elm Capital Corp. reported an operating income of 7.19M and revenue of 7.97M, resulting in an operating margin of 90.2%.
CSWC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Capital Southwest Corporation reported an operating income of 19.64M and revenue of 26.61M, resulting in an operating margin of 73.8%.
GECC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Great Elm Capital Corp. reported a net income of 4.64M and revenue of 7.97M, resulting in a net margin of 58.3%.
CSWC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Capital Southwest Corporation reported a net income of 16.27M and revenue of 26.61M, resulting in a net margin of 61.1%.