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MFIC vs. OCSL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between MFIC and OCSL is 0.53, 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.


-0.50.00.51.00.5

Performance

MFIC vs. OCSL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MidCap Financial Investment Corporation (MFIC) and Oaktree Specialty Lending Corporation (OCSL). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
10.48%
-0.05%
MFIC
OCSL

Key characteristics

Sharpe Ratio

MFIC:

0.91

OCSL:

-0.59

Sortino Ratio

MFIC:

1.24

OCSL:

-0.68

Omega Ratio

MFIC:

1.19

OCSL:

0.91

Calmar Ratio

MFIC:

0.97

OCSL:

-0.42

Martin Ratio

MFIC:

2.04

OCSL:

-0.92

Ulcer Index

MFIC:

7.85%

OCSL:

10.48%

Daily Std Dev

MFIC:

17.62%

OCSL:

16.23%

Max Drawdown

MFIC:

-87.97%

OCSL:

-59.53%

Current Drawdown

MFIC:

-1.73%

OCSL:

-16.24%

Fundamentals

Market Cap

MFIC:

$1.36B

OCSL:

$1.31B

EPS

MFIC:

$1.54

OCSL:

$0.67

PE Ratio

MFIC:

9.42

OCSL:

23.75

Total Revenue (TTM)

MFIC:

$83.73M

OCSL:

$227.83M

Gross Profit (TTM)

MFIC:

$104.44M

OCSL:

$193.14M

Returns By Period

In the year-to-date period, MFIC achieves a 7.56% return, which is significantly higher than OCSL's 4.12% return. Both investments have delivered pretty close results over the past 10 years, with MFIC having a 7.40% annualized return and OCSL not far behind at 7.21%.


MFIC

YTD

7.56%

1M

5.14%

6M

11.04%

1Y

14.71%

5Y*

10.60%

10Y*

7.40%

OCSL

YTD

4.12%

1M

1.53%

6M

0.30%

1Y

-10.47%

5Y*

11.59%

10Y*

7.21%

*Annualized

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Risk-Adjusted Performance

MFIC vs. OCSL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MFIC
The Risk-Adjusted Performance Rank of MFIC is 7171
Overall Rank
The Sharpe Ratio Rank of MFIC is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of MFIC is 6565
Sortino Ratio Rank
The Omega Ratio Rank of MFIC is 6969
Omega Ratio Rank
The Calmar Ratio Rank of MFIC is 7979
Calmar Ratio Rank
The Martin Ratio Rank of MFIC is 6767
Martin Ratio Rank

OCSL
The Risk-Adjusted Performance Rank of OCSL is 1919
Overall Rank
The Sharpe Ratio Rank of OCSL is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of OCSL is 1717
Sortino Ratio Rank
The Omega Ratio Rank of OCSL is 1616
Omega Ratio Rank
The Calmar Ratio Rank of OCSL is 2121
Calmar Ratio Rank
The Martin Ratio Rank of OCSL is 2626
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MFIC vs. OCSL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for MidCap Financial Investment Corporation (MFIC) and Oaktree Specialty Lending Corporation (OCSL). 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.


The chart of Sharpe ratio for MFIC, currently valued at 0.91, compared to the broader market-2.000.002.000.91-0.59
The chart of Sortino ratio for MFIC, currently valued at 1.24, compared to the broader market-4.00-2.000.002.004.006.001.24-0.68
The chart of Omega ratio for MFIC, currently valued at 1.19, compared to the broader market0.501.001.502.001.190.91
The chart of Calmar ratio for MFIC, currently valued at 0.97, compared to the broader market0.002.004.006.000.97-0.42
The chart of Martin ratio for MFIC, currently valued at 2.04, compared to the broader market0.0010.0020.002.04-0.92
MFIC
OCSL

The current MFIC Sharpe Ratio is 0.91, which is higher than the OCSL Sharpe Ratio of -0.59. The chart below compares the historical Sharpe Ratios of MFIC and OCSL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00SeptemberOctoberNovemberDecember2025February
0.91
-0.59
MFIC
OCSL

Dividends

MFIC vs. OCSL - Dividend Comparison

MFIC's dividend yield for the trailing twelve months is around 11.85%, less than OCSL's 13.83% yield.


TTM20242023202220212020201920182017201620152014
MFIC
MidCap Financial Investment Corporation
11.85%12.75%11.11%12.37%11.26%15.24%10.31%14.52%10.60%11.95%15.33%10.78%
OCSL
Oaktree Specialty Lending Corporation
13.83%14.40%11.12%11.86%7.37%7.27%6.96%8.75%8.38%13.41%10.85%12.88%

Drawdowns

MFIC vs. OCSL - Drawdown Comparison

The maximum MFIC drawdown since its inception was -87.97%, which is greater than OCSL's maximum drawdown of -59.53%. Use the drawdown chart below to compare losses from any high point for MFIC and OCSL. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-1.73%
-16.24%
MFIC
OCSL

Volatility

MFIC vs. OCSL - Volatility Comparison

The current volatility for MidCap Financial Investment Corporation (MFIC) is 2.82%, while Oaktree Specialty Lending Corporation (OCSL) has a volatility of 4.97%. This indicates that MFIC experiences smaller price fluctuations and is considered to be less risky than OCSL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%SeptemberOctoberNovemberDecember2025February
2.82%
4.97%
MFIC
OCSL

Financials

MFIC vs. OCSL - Financials Comparison

This section allows you to compare key financial metrics between MidCap Financial Investment Corporation and Oaktree Specialty Lending 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items