GSBD vs. NMFC
Compare and contrast key facts about Goldman Sachs BDC, Inc. (GSBD) and New Mountain Finance Corporation (NMFC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSBD or NMFC.
Correlation
The correlation between GSBD and NMFC 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.
Performance
GSBD vs. NMFC - Performance Comparison
Key characteristics
GSBD:
-1.12
NMFC:
-1.13
GSBD:
-1.41
NMFC:
-1.41
GSBD:
0.81
NMFC:
0.81
GSBD:
-0.77
NMFC:
-0.99
GSBD:
-1.74
NMFC:
-2.58
GSBD:
10.79%
NMFC:
6.33%
GSBD:
16.75%
NMFC:
14.42%
GSBD:
-62.67%
NMFC:
-64.16%
GSBD:
-24.31%
NMFC:
-16.56%
Fundamentals
GSBD:
$1.24B
NMFC:
$1.08B
GSBD:
$0.55
NMFC:
$1.03
GSBD:
19.25
NMFC:
9.71
GSBD:
2.15
NMFC:
0.00
GSBD:
$290.15M
NMFC:
$188.47M
GSBD:
$281.29M
NMFC:
$146.71M
GSBD:
$21.77M
NMFC:
$130.61M
Returns By Period
The year-to-date returns for both investments are quite close, with GSBD having a -8.87% return and NMFC slightly higher at -8.57%. Over the past 10 years, GSBD has underperformed NMFC with an annualized return of 3.66%, while NMFC has yielded a comparatively higher 6.12% annualized return.
GSBD
-8.87%
-11.50%
-16.67%
-18.13%
10.68%
3.66%
NMFC
-8.57%
-8.97%
-10.68%
-15.33%
26.12%
6.12%
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Risk-Adjusted Performance
GSBD vs. NMFC — Risk-Adjusted Performance Rank
GSBD
NMFC
GSBD vs. NMFC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs BDC, Inc. (GSBD) and New Mountain Finance Corporation (NMFC). 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
GSBD vs. NMFC - Dividend Comparison
GSBD's dividend yield for the trailing twelve months is around 17.28%, more than NMFC's 6.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSBD Goldman Sachs BDC, Inc. | 17.28% | 14.88% | 12.29% | 13.12% | 10.18% | 9.41% | 8.46% | 9.79% | 8.12% | 7.65% | 9.47% | 0.00% |
NMFC New Mountain Finance Corporation | 6.80% | 6.04% | 11.71% | 9.86% | 8.76% | 10.92% | 9.90% | 10.81% | 10.04% | 9.65% | 10.45% | 9.91% |
Drawdowns
GSBD vs. NMFC - Drawdown Comparison
The maximum GSBD drawdown since its inception was -62.67%, roughly equal to the maximum NMFC drawdown of -64.16%. Use the drawdown chart below to compare losses from any high point for GSBD and NMFC. For additional features, visit the drawdowns tool.
Volatility
GSBD vs. NMFC - Volatility Comparison
Goldman Sachs BDC, Inc. (GSBD) has a higher volatility of 8.94% compared to New Mountain Finance Corporation (NMFC) at 8.01%. This indicates that GSBD's price experiences larger fluctuations and is considered to be riskier than NMFC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
GSBD vs. NMFC - Financials Comparison
This section allows you to compare key financial metrics between Goldman Sachs BDC, Inc. and New Mountain Finance 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