LENZ vs. CSWC
LENZ (LENZ Therapeutics Inc) and CSWC (Capital Southwest Corporation) are both stocks. LENZ operates in Biotechnology (Healthcare), while CSWC operates in Asset Management (Financial Services). Over the past 3 years, LENZ returned -10.86%/yr vs 20.78%/yr for CSWC. At a 0.20 correlation, their price movements are largely independent.
Performance
LENZ vs. CSWC - Performance Comparison
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Returns By Period
In the year-to-date period, LENZ achieves a -56.19% return, which is significantly lower than CSWC's 9.39% return.
LENZ
- 1D
- -1.68%
- 1M
- -24.46%
- YTD
- -56.19%
- 6M
- -74.96%
- 1Y
- -76.45%
- 3Y*
- -10.86%
- 5Y*
- —
- 10Y*
- —
CSWC
- 1D
- -1.82%
- 1M
- -3.08%
- YTD
- 9.39%
- 6M
- 12.32%
- 1Y
- 27.28%
- 3Y*
- 20.78%
- 5Y*
- 8.63%
- 10Y*
- 17.04%
LENZ vs. CSWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
LENZ LENZ Therapeutics Inc | -56.19% | -44.58% | 230.71% | -21.08% | -73.29% | -32.81% |
CSWC Capital Southwest Corporation | 9.39% | 14.28% | 2.14% | 56.10% | -24.63% | 10.34% |
Correlation
The correlation between LENZ and CSWC is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jun 28, 2021 | 0.20 |
The correlation between LENZ and CSWC shifts across timeframes, from 0.09 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.
Fundamentals
LENZ:
$219.78M
CSWC:
$1.45B
LENZ:
-$3.66
CSWC:
$1.76
LENZ:
9.94
CSWC:
6.70
LENZ:
0.89
CSWC:
1.43
LENZ:
$20.99M
CSWC:
$222.04M
LENZ:
$19.37M
CSWC:
$172.70M
LENZ:
-$116.01M
CSWC:
$142.78M
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Return for Risk
LENZ vs. CSWC — Risk / Return Rank
LENZ
CSWC
LENZ vs. CSWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LENZ Therapeutics Inc (LENZ) 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.
| LENZ | CSWC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.39 | ||
| Sortino ratioReturn per unit of downside risk | -3.82 | ||
| Omega ratioGain probability vs. loss probability | 0.79 | 1.26 | -0.47 |
| Calmar ratioReturn relative to maximum drawdown | -0.89 | 1.74 | -2.63 |
| Martin ratioReturn relative to average drawdown | -1.41 | 5.62 | -7.03 |
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
| LENZ | CSWC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.94 | 1.45 | -2.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.38 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.62 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.46 | 0.39 | -0.85 |
Drawdowns
LENZ vs. CSWC - Drawdown Comparison
The maximum LENZ drawdown since its inception was -93.98%, which is greater than CSWC's maximum drawdown of -68.33%. Use the drawdown chart below to compare losses from any high point for LENZ and CSWC.
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Drawdown Indicators
| LENZ | CSWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.98% | -68.33% | -25.65% |
Max Drawdown (1Y)Largest decline over 1 year | -86.44% | -15.75% | -70.69% |
Max Drawdown (3Y)Largest decline over 3 years | -86.44% | -27.74% | -58.70% |
Max Drawdown (5Y)Largest decline over 5 years | — | -33.66% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -61.15% | — |
Current DrawdownCurrent decline from peak | -93.15% | -3.88% | -89.27% |
Average DrawdownAverage peak-to-trough decline | -78.62% | -18.36% | -60.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 54.23% | 4.86% | +49.37% |
Volatility
LENZ vs. CSWC - Volatility Comparison
LENZ Therapeutics Inc (LENZ) has a higher volatility of 30.21% compared to Capital Southwest Corporation (CSWC) at 5.22%. This indicates that LENZ'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
| LENZ | CSWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 30.21% | 5.22% | +24.99% |
Volatility (6M)Calculated over the trailing 6-month period | 62.94% | 13.99% | +48.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 81.33% | 18.91% | +62.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 77.28% | 22.66% | +54.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 77.28% | 27.40% | +49.88% |
Dividends
LENZ vs. CSWC - Dividend Comparison
LENZ has not paid dividends to shareholders, while CSWC's dividend yield for the trailing twelve months is around 12.72%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 12.72% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
LENZ LENZ Therapeutics Inc | 0.00% | 0.00% | 28.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
LENZ vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between LENZ Therapeutics Inc 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
Frequently Asked Questions
LENZ and CSWC have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LENZ has higher volatility (30.21%) compared to CSWC (5.22%). In terms of maximum drawdown, LENZ dropped -93.98% vs CSWC's -68.33%.
CSWC currently has the higher Sharpe Ratio (1.45 vs -0.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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