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MSIF vs. MAIN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MSIF vs. MAIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MSC Income Fund, Inc. (MSIF) and Main Street Capital Corporation (MAIN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MSIF achieves a -11.31% return, which is significantly higher than MAIN's -13.32% return.


MSIF

1D
-4.15%
1M
-4.15%
YTD
-11.31%
6M
-11.08%
1Y
-27.26%
3Y*
5Y*
10Y*

MAIN

1D
-0.63%
1M
2.57%
YTD
-13.32%
6M
-11.86%
1Y
-6.72%
3Y*
18.83%
5Y*
12.09%
10Y*
12.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MSIF vs. MAIN - Yearly Performance Comparison


2026 (YTD)2025
MSIF
MSC Income Fund, Inc.
-11.31%-6.00%
MAIN
Main Street Capital Corporation
-13.32%5.29%

Correlation

The correlation between MSIF and MAIN is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.46

Correlation (All Time)
Calculated using the full available price history since Jan 29, 2025

0.49

Fundamentals

Market Cap

MSIF:

$521.58M

MAIN:

$4.56B

EPS

MSIF:

$1.93

MAIN:

$5.22

PE Ratio

MSIF:

5.86

MAIN:

9.65

PEG Ratio

MSIF:

0.85

MAIN:

1.10

PS Ratio

MSIF:

3.79

MAIN:

6.42

PB Ratio

MSIF:

0.72

MAIN:

1.48

Total Revenue (TTM)

MSIF:

$139.33M

MAIN:

$704.17M

Gross Profit (TTM)

MSIF:

$78.58M

MAIN:

$499.08M

EBITDA (TTM)

MSIF:

$111.87M

MAIN:

$396.90M

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Return for Risk

MSIF vs. MAIN — Risk / Return Rank

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

MSIF
MSIF Risk / Return Rank: 55
Overall Rank
MSIF Sharpe Ratio Rank: 55
Sharpe Ratio Rank
MSIF Sortino Ratio Rank: 66
Sortino Ratio Rank
MSIF Omega Ratio Rank: 99
Omega Ratio Rank
MSIF Calmar Ratio Rank: 00
Calmar Ratio Rank
MSIF Martin Ratio Rank: 44
Martin Ratio Rank

MAIN
MAIN Risk / Return Rank: 2929
Overall Rank
MAIN Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
MAIN Sortino Ratio Rank: 2626
Sortino Ratio Rank
MAIN Omega Ratio Rank: 2727
Omega Ratio Rank
MAIN Calmar Ratio Rank: 3232
Calmar Ratio Rank
MAIN Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MSIF vs. MAIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MSC Income Fund, Inc. (MSIF) and Main Street Capital Corporation (MAIN). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MSIFMAINDifference
Sharpe ratioReturn per unit of total volatility

-0.74

Sortino ratioReturn per unit of downside risk

-1.25

Omega ratioGain probability vs. loss probability

0.84

0.97

-0.13

Calmar ratioReturn relative to maximum drawdown

-1.02

-0.30

-0.72

Martin ratioReturn relative to average drawdown

-1.58

-0.58

-1.00

MSIF vs. MAIN - Sharpe Ratio Comparison

The current MSIF Sharpe Ratio is -1.01, which is lower than the MAIN Sharpe Ratio of -0.27. The chart below compares the historical Sharpe Ratios of MSIF and MAIN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MSIF vs. MAIN - Drawdown Comparison

The maximum MSIF drawdown since its inception was -30.63%, smaller than the maximum MAIN drawdown of -64.53%. Use the drawdown chart below to compare losses from any high point for MSIF and MAIN.


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Drawdown Indicators


MSIFMAINDifference

Max Drawdown

Largest peak-to-trough decline

-30.63%

-64.53%

+33.90%

Max Drawdown (1Y)

Largest decline over 1 year

-26.92%

-22.43%

-4.49%

Max Drawdown (3Y)

Largest decline over 3 years

-22.43%

Max Drawdown (5Y)

Largest decline over 5 years

-27.06%

Max Drawdown (10Y)

Largest decline over 10 years

-64.53%

Current Drawdown

Current decline from peak

-30.01%

-20.44%

-9.57%

Average Drawdown

Average peak-to-trough decline

-16.70%

-7.32%

-9.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.30%

11.52%

+6.78%

Volatility

MSIF vs. MAIN - Volatility Comparison

MSC Income Fund, Inc. (MSIF) has a higher volatility of 8.29% compared to Main Street Capital Corporation (MAIN) at 5.97%. This indicates that MSIF's price experiences larger fluctuations and is considered to be riskier than MAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MSIFMAINDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.29%

5.97%

+2.32%

Volatility (6M)

Calculated over the trailing 6-month period

18.76%

20.13%

-1.37%

Volatility (1Y)

Calculated over the trailing 1-year period

27.04%

24.94%

+2.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.50%

21.54%

+7.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.50%

27.32%

+2.18%

Dividends

MSIF vs. MAIN - Dividend Comparison

MSIF's dividend yield for the trailing twelve months is around 12.73%, more than MAIN's 8.52% yield.


PositionTTM20252024202320222021202020192018201720162015
MAIN
Main Street Capital Corporation
8.52%7.00%7.02%8.55%7.97%5.74%6.99%6.76%8.43%7.49%7.42%9.15%
MSIF
MSC Income Fund, Inc.
12.73%10.96%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

MSIF vs. MAIN - Financials Comparison

This section allows you to compare key financial metrics between MSC Income Fund, Inc. and Main Street 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.


Quarterly
Annual

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


0.0050.00M100.00M150.00M200.00M20222023202420252026
34.09M
140.11M
(MSIF) Total Revenue
(MAIN) Total Revenue
Values in USD except per share items

MSIF vs. MAIN - Profitability Comparison

The chart below illustrates the profitability comparison between MSC Income Fund, Inc. and Main Street Capital Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%2022202320242025202600
Portfolio components
MSIF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, MSC Income Fund, Inc. reported a gross profit of 0.00 and revenue of 34.09M. Therefore, the gross margin over that period was 0.0%.

MAIN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Main Street Capital Corporation reported a gross profit of 0.00 and revenue of 140.11M. Therefore, the gross margin over that period was 0.0%.

MSIF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, MSC Income Fund, Inc. reported an operating income of 0.00 and revenue of 34.09M, resulting in an operating margin of 0.0%.

MAIN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Main Street Capital Corporation reported an operating income of 0.00 and revenue of 140.11M, resulting in an operating margin of 0.0%.

MSIF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, MSC Income Fund, Inc. reported a net income of 17.37M and revenue of 34.09M, resulting in a net margin of 51.0%.

MAIN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Main Street Capital Corporation reported a net income of 90.82M and revenue of 140.11M, resulting in a net margin of 64.8%.


Frequently Asked Questions


MSIF and MAIN have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MSIF has higher volatility (8.29%) compared to MAIN (5.97%). In terms of maximum drawdown, MSIF dropped -30.63% vs MAIN's -64.53%.

MAIN currently has the higher Sharpe Ratio (-0.27 vs -1.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for MSIF and MAIN

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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