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.
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
Key characteristics
MFIC:
0.63
GBDC:
1.00
MFIC:
0.92
GBDC:
1.50
MFIC:
1.13
GBDC:
1.18
MFIC:
0.69
GBDC:
0.87
MFIC:
1.46
GBDC:
1.93
MFIC:
7.80%
GBDC:
7.18%
MFIC:
17.96%
GBDC:
13.81%
MFIC:
-87.97%
GBDC:
-47.58%
MFIC:
-6.74%
GBDC:
-3.18%
Fundamentals
MFIC:
$1.29B
GBDC:
$4.12B
MFIC:
$1.54
GBDC:
$1.36
MFIC:
8.94
GBDC:
11.46
MFIC:
$83.73M
GBDC:
$559.91M
MFIC:
$104.44M
GBDC:
$559.91M
Returns By Period
In the year-to-date period, MFIC achieves a 2.08% return, which is significantly lower than GBDC's 2.84% return. Both investments have delivered pretty close results over the past 10 years, with MFIC having a 7.81% annualized return and GBDC not far ahead at 8.04%.
MFIC
2.08%
1.62%
1.75%
9.55%
7.96%
7.81%
GBDC
2.84%
2.23%
7.04%
12.30%
7.50%
8.04%
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Risk-Adjusted Performance
MFIC vs. GBDC — Risk-Adjusted Performance Rank
MFIC
GBDC
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 12.49%, more than GBDC's 11.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFIC MidCap Financial Investment Corporation | 12.49% | 12.75% | 11.11% | 12.37% | 11.26% | 15.24% | 10.31% | 14.52% | 10.60% | 11.95% | 15.33% | 10.78% |
GBDC Golub Capital BDC, Inc. | 11.80% | 12.14% | 10.00% | 9.35% | 7.58% | 8.37% | 6.99% | 8.49% | 7.47% | 8.32% | 7.70% | 7.14% |
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 -47.58%. 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) has a higher volatility of 4.31% compared to Golub Capital BDC, Inc. (GBDC) at 3.36%. This indicates that MFIC's price experiences larger fluctuations and is considered to be riskier than GBDC based on this measure. 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