MSDL vs. ARCC
Compare and contrast key facts about Morgan Stanley Direct Lending Fund (MSDL) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSDL or ARCC.
Correlation
The correlation between MSDL and ARCC 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
MSDL vs. ARCC - Performance Comparison
Key characteristics
MSDL:
0.01
ARCC:
0.51
MSDL:
0.18
ARCC:
0.85
MSDL:
1.02
ARCC:
1.13
MSDL:
0.01
ARCC:
0.56
MSDL:
0.03
ARCC:
2.39
MSDL:
9.96%
ARCC:
4.41%
MSDL:
24.43%
ARCC:
20.53%
MSDL:
-18.12%
ARCC:
-79.40%
MSDL:
-10.66%
ARCC:
-10.64%
Fundamentals
MSDL:
$1.71B
ARCC:
$14.03B
MSDL:
7.99
ARCC:
8.34
MSDL:
6.80
ARCC:
4.69
MSDL:
0.93
ARCC:
1.06
MSDL:
$227.04M
ARCC:
$2.13B
MSDL:
$210.64M
ARCC:
$2.04B
MSDL:
$88.35M
ARCC:
$1.83B
Returns By Period
In the year-to-date period, MSDL achieves a -3.72% return, which is significantly lower than ARCC's -2.80% return.
MSDL
-3.72%
-3.34%
2.25%
-0.66%
N/A
N/A
ARCC
-2.80%
-3.35%
3.57%
10.53%
22.01%
12.84%
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Risk-Adjusted Performance
MSDL vs. ARCC — Risk-Adjusted Performance Rank
MSDL
ARCC
MSDL vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Direct Lending Fund (MSDL) and Ares Capital Corporation (ARCC). 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
MSDL vs. ARCC - Dividend Comparison
MSDL's dividend yield for the trailing twelve months is around 11.33%, more than ARCC's 9.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSDL Morgan Stanley Direct Lending Fund | 11.33% | 10.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ARCC Ares Capital Corporation | 9.23% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% |
Drawdowns
MSDL vs. ARCC - Drawdown Comparison
The maximum MSDL drawdown since its inception was -18.12%, smaller than the maximum ARCC drawdown of -79.40%. Use the drawdown chart below to compare losses from any high point for MSDL and ARCC. For additional features, visit the drawdowns tool.
Volatility
MSDL vs. ARCC - Volatility Comparison
The current volatility for Morgan Stanley Direct Lending Fund (MSDL) is 11.42%, while Ares Capital Corporation (ARCC) has a volatility of 16.00%. This indicates that MSDL experiences smaller price fluctuations and is considered to be less risky than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MSDL vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between Morgan Stanley Direct Lending Fund and Ares Capital 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