Correlation
The correlation between MFIC and GBDC is 0.39, 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.
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.
Performance
MFIC vs. GBDC - Performance Comparison
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Key characteristics
MFIC:
-0.21
GBDC:
0.09
MFIC:
-0.03
GBDC:
0.26
MFIC:
1.00
GBDC:
1.03
MFIC:
-0.14
GBDC:
0.10
MFIC:
-0.35
GBDC:
0.27
MFIC:
10.66%
GBDC:
5.98%
MFIC:
25.86%
GBDC:
18.72%
MFIC:
-87.97%
GBDC:
-48.15%
MFIC:
-8.41%
GBDC:
-3.13%
Fundamentals
MFIC:
$1.22B
GBDC:
$4.07B
MFIC:
$1.20
GBDC:
$1.08
MFIC:
10.94
GBDC:
14.08
MFIC:
3.92
GBDC:
4.90
MFIC:
0.88
GBDC:
1.01
MFIC:
$113.46M
GBDC:
$567.21M
MFIC:
$55.05M
GBDC:
$300.65M
Returns By Period
In the year-to-date period, MFIC achieves a 0.24% return, which is significantly lower than GBDC's 2.89% return. Over the past 10 years, MFIC has underperformed GBDC with an annualized return of 6.20%, while GBDC has yielded a comparatively higher 8.05% annualized return.
MFIC
0.24%
11.84%
-1.90%
-7.73%
14.97%
18.90%
6.20%
GBDC
2.89%
8.18%
2.12%
0.11%
13.90%
15.15%
8.05%
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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.
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Dividends
MFIC vs. GBDC - Dividend Comparison
MFIC's dividend yield for the trailing twelve months is around 13.10%, more than GBDC's 8.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFIC MidCap Financial Investment Corporation | 13.10% | 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. | 8.68% | 12.14% | 10.00% | 9.35% | 7.58% | 8.37% | 5.91% | 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 -48.15%. Use the drawdown chart below to compare losses from any high point for MFIC and GBDC.
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Volatility
MFIC vs. GBDC - Volatility Comparison
MidCap Financial Investment Corporation (MFIC) has a higher volatility of 6.21% compared to Golub Capital BDC, Inc. (GBDC) at 4.83%. 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.
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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