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MSIF vs. MAIN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between MSIF and MAIN is 0.58, 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

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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Key characteristics

Daily Std Dev

MSIF:

34.34%

MAIN:

21.38%

Max Drawdown

MSIF:

-18.87%

MAIN:

-64.53%

Current Drawdown

MSIF:

-13.09%

MAIN:

-12.77%

Fundamentals

Market Cap

MSIF:

$798.60M

MAIN:

$4.81B

EPS

MSIF:

$1.42

MAIN:

$5.90

PE Ratio

MSIF:

12.08

MAIN:

9.15

PS Ratio

MSIF:

5.87

MAIN:

8.88

PB Ratio

MSIF:

1.29

MAIN:

1.67

Total Revenue (TTM)

MSIF:

$50.00M

MAIN:

$735.48M

Gross Profit (TTM)

MSIF:

$50.00M

MAIN:

$607.66M

Returns By Period


MSIF

YTD

N/A

1M

1.13%

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

MAIN

YTD

-5.25%

1M

1.05%

6M

7.46%

1Y

18.45%

5Y*

22.65%

10Y*

14.29%

*Annualized

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Risk-Adjusted Performance

MSIF vs. MAIN — Risk-Adjusted Performance Rank

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

MSIF

MAIN
The Risk-Adjusted Performance Rank of MAIN is 7878
Overall Rank
The Sharpe Ratio Rank of MAIN is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of MAIN is 7474
Sortino Ratio Rank
The Omega Ratio Rank of MAIN is 7575
Omega Ratio Rank
The Calmar Ratio Rank of MAIN is 8383
Calmar Ratio Rank
The Martin Ratio Rank of MAIN is 8080
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.

MSIF vs. MAIN - Risk-Adjusted Performance 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.



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Dividends

MSIF vs. MAIN - Dividend Comparison

MSIF's dividend yield for the trailing twelve months is around 2.37%, less than MAIN's 7.71% yield.


TTM20242023202220212020201920182017201620152014
MSIF
MSC Income Fund, Inc.
2.37%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MAIN
Main Street Capital Corporation
7.71%7.02%8.55%7.97%5.74%6.99%6.76%8.43%7.02%7.42%9.15%8.72%

Drawdowns

MSIF vs. MAIN - Drawdown Comparison

The maximum MSIF drawdown since its inception was -18.87%, 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. For additional features, visit the drawdowns tool.


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Volatility

MSIF vs. MAIN - Volatility Comparison


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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


-100.00M-50.00M0.0050.00M100.00M150.00M200.00M250.00M20212022202320242025
16.57M
170.69M
(MSIF) Total Revenue
(MAIN) Total Revenue
Values in USD except per share items