MFIC vs. GBDC
Compare and contrast key facts about MidCap Financial Investment Corporation (MFIC) and Golub Capital BDC, Inc. (GBDC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFIC or GBDC.
Key characteristics
| MFIC | GBDC | |
|---|---|---|
| YTD Return | 9.43% | 11.48% |
| 1Y Return | 16.91% | 17.52% |
| 3Y Return (Ann) | 13.95% | 10.28% |
| 5Y Return (Ann) | 9.16% | 7.62% |
| 10Y Return (Ann) | 6.15% | 7.93% |
| Sharpe Ratio | 1.01 | 1.32 |
| Sortino Ratio | 1.36 | 1.90 |
| Omega Ratio | 1.20 | 1.23 |
| Calmar Ratio | 1.08 | 1.12 |
| Martin Ratio | 2.61 | 2.68 |
| Ulcer Index | 6.86% | 6.67% |
| Daily Std Dev | 17.82% | 13.56% |
| Max Drawdown | -87.97% | -47.60% |
| Current Drawdown | -10.10% | -6.98% |
Fundamentals
| MFIC | GBDC | |
|---|---|---|
| Market Cap | $1.26B | $4.07B |
| EPS | $1.54 | $1.59 |
| PE Ratio | 8.73 | 9.67 |
| Total Revenue (TTM) | $121.29M | $397.98M |
| Gross Profit (TTM) | $37.56M | $410.35M |
| EBITDA (TTM) | $33.26M | $242.81M |
Correlation
The correlation between MFIC and GBDC 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
MFIC vs. GBDC - Performance Comparison
In the year-to-date period, MFIC achieves a 9.43% return, which is significantly lower than GBDC's 11.48% return. Over the past 10 years, MFIC has underperformed GBDC with an annualized return of 6.15%, while GBDC has yielded a comparatively higher 7.93% annualized 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
MFIC vs. GBDC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MidCap Financial Investment Corporation (MFIC) and Golub Capital BDC, Inc. (GBDC). 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
MFIC vs. GBDC - Dividend Comparison
MFIC's dividend yield for the trailing twelve months is around 12.60%, more than GBDC's 11.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFIC MidCap Financial Investment Corporation | 12.60% | 11.11% | 12.37% | 11.26% | 15.24% | 10.31% | 14.52% | 10.60% | 11.95% | 15.33% | 10.78% | 9.43% |
GBDC Golub Capital BDC, Inc. | 11.93% | 10.00% | 9.35% | 7.58% | 8.37% | 6.99% | 8.49% | 7.47% | 8.32% | 7.70% | 7.14% | 6.70% |
Drawdowns
MFIC vs. GBDC - Drawdown Comparison
The maximum MFIC drawdown since its inception was -87.97%, which is greater than GBDC's maximum drawdown of -47.60%. Use the drawdown chart below to compare losses from any high point for MFIC and GBDC. For additional features, visit the drawdowns tool.
Volatility
MFIC vs. GBDC - Volatility Comparison
MidCap Financial Investment Corporation (MFIC) and Golub Capital BDC, Inc. (GBDC) have volatilities of 4.38% and 4.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MFIC vs. GBDC - Financials Comparison
This section allows you to compare key financial metrics between MidCap Financial Investment Corporation and Golub Capital BDC, Inc.. 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