HR vs. CSWC
Compare and contrast key facts about Healthcare Realty Trust Incorporated (HR) and Capital Southwest Corporation (CSWC).
Performance
HR vs. CSWC - Performance Comparison
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HR vs. CSWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HR Healthcare Realty Trust Incorporated | 1.55% | 6.88% | 6.40% | -4.08% | -19.28% | 16.06% | -4.68% | 26.64% | -7.61% | 10.00% |
CSWC Capital Southwest Corporation | 2.75% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 22.80% | 29.52% | 9.99% |
Fundamentals
HR:
$5.95B
CSWC:
$1.48B
HR:
-$0.70
CSWC:
$1.65
HR:
5.22
CSWC:
6.71
HR:
1.29
CSWC:
1.49
HR:
$1.14B
CSWC:
$213.56M
HR:
$686.95M
CSWC:
$105.62M
HR:
$551.97M
CSWC:
$87.11M
Returns By Period
In the year-to-date period, HR achieves a 1.55% return, which is significantly lower than CSWC's 2.75% return. Over the past 10 years, HR has underperformed CSWC with an annualized return of 2.65%, while CSWC has yielded a comparatively higher 16.43% annualized return.
HR
- 1D
- 1.07%
- 1M
- -7.91%
- YTD
- 1.55%
- 6M
- -3.25%
- 1Y
- 6.89%
- 3Y*
- 2.82%
- 5Y*
- -1.02%
- 10Y*
- 2.65%
CSWC
- 1D
- 2.98%
- 1M
- 2.34%
- YTD
- 2.75%
- 6M
- 7.32%
- 1Y
- 11.41%
- 3Y*
- 20.27%
- 5Y*
- 11.43%
- 10Y*
- 16.43%
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Return for Risk
HR vs. CSWC — Risk / Return Rank
HR
CSWC
HR vs. CSWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Healthcare Realty Trust Incorporated (HR) 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.
| HR | CSWC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.31 | 0.46 | -0.15 |
Sortino ratioReturn per unit of downside risk | 0.59 | 0.80 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.11 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 0.56 | -0.03 |
Martin ratioReturn relative to average drawdown | 1.15 | 1.73 | -0.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HR | CSWC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.46 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.50 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.09 | 0.60 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.27 | 0.00 |
Correlation
The correlation between HR and CSWC is 0.21, 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.
Dividends
HR vs. CSWC - Dividend Comparison
HR's dividend yield for the trailing twelve months is around 6.06%, less than CSWC's 11.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HR Healthcare Realty Trust Incorporated | 6.06% | 6.49% | 7.32% | 7.20% | 34.01% | 7.89% | 7.26% | 7.34% | 4.22% | 3.74% | 3.96% | 4.24% |
CSWC Capital Southwest Corporation | 11.58% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 0.72% |
Drawdowns
HR vs. CSWC - Drawdown Comparison
The maximum HR drawdown since its inception was -61.36%, smaller than the maximum CSWC drawdown of -77.32%. Use the drawdown chart below to compare losses from any high point for HR and CSWC.
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Drawdown Indicators
| HR | CSWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.36% | -77.32% | +15.96% |
Max Drawdown (1Y)Largest decline over 1 year | -14.52% | -19.83% | +5.31% |
Max Drawdown (5Y)Largest decline over 5 years | -47.08% | -33.66% | -13.42% |
Max Drawdown (10Y)Largest decline over 10 years | -47.08% | -61.15% | +14.07% |
Current DrawdownCurrent decline from peak | -20.47% | -4.85% | -15.62% |
Average DrawdownAverage peak-to-trough decline | -14.53% | -26.13% | +11.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.76% | 6.47% | +0.29% |
Volatility
HR vs. CSWC - Volatility Comparison
Healthcare Realty Trust Incorporated (HR) has a higher volatility of 6.22% compared to Capital Southwest Corporation (CSWC) at 5.89%. This indicates that HR'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
| HR | CSWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.22% | 5.89% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 14.12% | 15.11% | -0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.38% | 24.80% | -2.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.61% | 22.78% | +5.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.31% | 27.33% | +1.98% |
Financials
HR vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Healthcare Realty Trust Incorporated 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
HR vs. CSWC - Profitability Comparison
HR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Healthcare Realty Trust Incorporated reported a gross profit of 131.05M and revenue of 243.81M. Therefore, the gross margin over that period was 53.8%.
CSWC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Capital Southwest Corporation reported a gross profit of 0.00 and revenue of 61.45M. Therefore, the gross margin over that period was 0.0%.
HR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Healthcare Realty Trust Incorporated reported an operating income of 34.38M and revenue of 243.81M, resulting in an operating margin of 14.1%.
CSWC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Capital Southwest Corporation reported an operating income of 0.00 and revenue of 61.45M, resulting in an operating margin of 0.0%.
HR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Healthcare Realty Trust Incorporated reported a net income of 14.39M and revenue of 243.81M, resulting in a net margin of 5.9%.
CSWC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Capital Southwest Corporation reported a net income of 36.99M and revenue of 61.45M, resulting in a net margin of 60.2%.