NEWT vs. CSWC
Compare and contrast key facts about Newtek Business Services Corp. (NEWT) and Capital Southwest Corporation (CSWC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NEWT or CSWC.
Correlation
The correlation between NEWT and CSWC is 0.20, 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.
Performance
NEWT vs. CSWC - Performance Comparison
Key characteristics
NEWT:
0.13
CSWC:
-0.50
NEWT:
0.50
CSWC:
-0.53
NEWT:
1.06
CSWC:
0.92
NEWT:
0.08
CSWC:
-0.44
NEWT:
0.35
CSWC:
-1.16
NEWT:
15.58%
CSWC:
10.56%
NEWT:
40.42%
CSWC:
24.54%
NEWT:
-97.33%
CSWC:
-69.40%
NEWT:
-60.51%
CSWC:
-18.71%
Fundamentals
NEWT:
$284.73M
CSWC:
$1.01B
NEWT:
$1.96
CSWC:
$1.42
NEWT:
5.53
CSWC:
14.06
NEWT:
3.28
CSWC:
12.55
NEWT:
0.84
CSWC:
5.09
NEWT:
1.03
CSWC:
1.20
NEWT:
$186.00M
CSWC:
$117.10M
NEWT:
$166.49M
CSWC:
$114.50M
NEWT:
$76.41M
CSWC:
$80.44M
Returns By Period
In the year-to-date period, NEWT achieves a -13.60% return, which is significantly lower than CSWC's -4.43% return. Over the past 10 years, NEWT has underperformed CSWC with an annualized return of 6.95%, while CSWC has yielded a comparatively higher 10.93% annualized return.
NEWT
-13.60%
-10.30%
-15.61%
6.06%
2.61%
6.95%
CSWC
-4.43%
-10.16%
-16.30%
-12.56%
22.13%
10.93%
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Risk-Adjusted Performance
NEWT vs. CSWC — Risk-Adjusted Performance Rank
NEWT
CSWC
NEWT vs. CSWC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Newtek Business Services Corp. (NEWT) and Capital Southwest Corporation (CSWC). 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
NEWT vs. CSWC - Dividend Comparison
NEWT's dividend yield for the trailing twelve months is around 7.02%, less than CSWC's 12.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
NEWT Newtek Business Services Corp. | 7.02% | 5.95% | 5.22% | 16.92% | 11.40% | 10.42% | 9.49% | 10.32% | 8.87% | 12.14% | 28.28% |
CSWC Capital Southwest Corporation | 12.55% | 11.59% | 10.21% | 12.75% | 10.13% | 11.49% | 13.07% | 5.88% | 7.01% | 2.35% | 0.00% |
Drawdowns
NEWT vs. CSWC - Drawdown Comparison
The maximum NEWT drawdown since its inception was -97.33%, which is greater than CSWC's maximum drawdown of -69.40%. Use the drawdown chart below to compare losses from any high point for NEWT and CSWC. For additional features, visit the drawdowns tool.
Volatility
NEWT vs. CSWC - Volatility Comparison
Newtek Business Services Corp. (NEWT) has a higher volatility of 18.43% compared to Capital Southwest Corporation (CSWC) at 16.60%. This indicates that NEWT's price experiences larger fluctuations and is considered to be riskier than CSWC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NEWT vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Newtek Business Services Corp. and Capital Southwest 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