MRCC vs. PNNT
Compare and contrast key facts about Monroe Capital Corporation (MRCC) and PennantPark Investment Corporation (PNNT).
Performance
MRCC vs. PNNT - Performance Comparison
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MRCC vs. PNNT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MRCC Monroe Capital Corporation | -27.31% | -14.59% | 36.74% | -5.68% | -15.37% | 53.23% | -15.17% | 27.79% | -22.10% | -1.64% |
PNNT PennantPark Investment Corporation | -23.23% | -2.96% | 16.56% | 37.25% | -8.90% | 61.71% | -17.99% | 14.30% | 2.05% | -0.65% |
Fundamentals
MRCC:
$98.36M
PNNT:
$279.52M
MRCC:
$0.53
PNNT:
$0.39
MRCC:
8.62
PNNT:
11.07
MRCC:
0.01
PNNT:
0.06
MRCC:
3.17
PNNT:
3.54
MRCC:
0.59
PNNT:
0.61
MRCC:
$31.01M
PNNT:
$80.02M
MRCC:
$1.44M
PNNT:
$36.06M
MRCC:
-$2.33M
PNNT:
$26.12M
Returns By Period
In the year-to-date period, MRCC achieves a -27.31% return, which is significantly lower than PNNT's -23.23% return. Over the past 10 years, MRCC has underperformed PNNT with an annualized return of 0.67%, while PNNT has yielded a comparatively higher 8.85% annualized return.
MRCC
- 1D
- -1.30%
- 1M
- -20.99%
- YTD
- -27.31%
- 6M
- -32.55%
- 1Y
- -33.25%
- 3Y*
- -4.69%
- 5Y*
- -4.56%
- 10Y*
- 0.67%
PNNT
- 1D
- -2.67%
- 1M
- -12.47%
- YTD
- -23.23%
- 6M
- -27.74%
- 1Y
- -27.99%
- 3Y*
- 7.82%
- 5Y*
- 6.69%
- 10Y*
- 8.85%
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Return for Risk
MRCC vs. PNNT — Risk / Return Rank
MRCC
PNNT
MRCC vs. PNNT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Monroe Capital Corporation (MRCC) and PennantPark Investment Corporation (PNNT). 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.
| MRCC | PNNT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.84 | -1.01 | +0.17 |
Sortino ratioReturn per unit of downside risk | -1.07 | -1.34 | +0.27 |
Omega ratioGain probability vs. loss probability | 0.84 | 0.83 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.82 | -0.79 | -0.03 |
Martin ratioReturn relative to average drawdown | -2.27 | -1.97 | -0.30 |
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
| MRCC | PNNT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.84 | -1.01 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.16 | 0.29 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.27 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.15 | -0.08 |
Correlation
The correlation between MRCC and PNNT is 0.30, 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.
Dividends
MRCC vs. PNNT - Dividend Comparison
MRCC's dividend yield for the trailing twelve months is around 16.96%, less than PNNT's 21.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRCC Monroe Capital Corporation | 16.96% | 14.60% | 11.76% | 14.15% | 11.71% | 8.91% | 13.70% | 12.89% | 14.58% | 10.18% | 9.10% | 10.70% |
PNNT PennantPark Investment Corporation | 21.97% | 16.11% | 12.85% | 11.65% | 10.43% | 6.93% | 11.71% | 11.03% | 11.30% | 10.42% | 14.62% | 18.12% |
Drawdowns
MRCC vs. PNNT - Drawdown Comparison
The maximum MRCC drawdown since its inception was -57.63%, smaller than the maximum PNNT drawdown of -82.16%. Use the drawdown chart below to compare losses from any high point for MRCC and PNNT.
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Drawdown Indicators
| MRCC | PNNT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.63% | -82.16% | +24.53% |
Max Drawdown (1Y)Largest decline over 1 year | -42.08% | -34.80% | -7.28% |
Max Drawdown (5Y)Largest decline over 5 years | -45.80% | -34.80% | -11.00% |
Max Drawdown (10Y)Largest decline over 10 years | -57.63% | -69.14% | +11.51% |
Current DrawdownCurrent decline from peak | -40.10% | -34.65% | -5.45% |
Average DrawdownAverage peak-to-trough decline | -11.08% | -15.10% | +4.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.16% | 13.95% | +1.21% |
Volatility
MRCC vs. PNNT - Volatility Comparison
Monroe Capital Corporation (MRCC) has a higher volatility of 29.25% compared to PennantPark Investment Corporation (PNNT) at 11.47%. This indicates that MRCC's price experiences larger fluctuations and is considered to be riskier than PNNT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MRCC | PNNT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 29.25% | 11.47% | +17.78% |
Volatility (6M)Calculated over the trailing 6-month period | 34.30% | 19.93% | +14.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.55% | 27.77% | +11.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.97% | 23.20% | +4.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.29% | 32.55% | +0.74% |
Financials
MRCC vs. PNNT - Financials Comparison
This section allows you to compare key financial metrics between Monroe Capital Corporation and PennantPark Investment 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
MRCC vs. PNNT - Profitability Comparison
MRCC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Monroe Capital Corporation reported a gross profit of 0.00 and revenue of 18.21M. Therefore, the gross margin over that period was 0.0%.
PNNT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, PennantPark Investment Corporation reported a gross profit of 12.87M and revenue of 27.25M. Therefore, the gross margin over that period was 47.2%.
MRCC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Monroe Capital Corporation reported an operating income of 0.00 and revenue of 18.21M, resulting in an operating margin of 0.0%.
PNNT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, PennantPark Investment Corporation reported an operating income of 7.65M and revenue of 27.25M, resulting in an operating margin of 28.1%.
MRCC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Monroe Capital Corporation reported a net income of 13.88M and revenue of 18.21M, resulting in a net margin of 76.2%.
PNNT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, PennantPark Investment Corporation reported a net income of 8.96M and revenue of 27.25M, resulting in a net margin of 32.9%.