NMFC vs. ARCC
Compare and contrast key facts about New Mountain Finance Corporation (NMFC) and Ares Capital Corporation (ARCC).
Performance
NMFC vs. ARCC - Performance Comparison
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NMFC vs. ARCC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NMFC New Mountain Finance Corporation | -12.81% | -7.17% | -0.95% | 15.47% | -0.55% | 31.94% | -7.13% | 20.64% | 2.78% | 5.71% |
ARCC Ares Capital Corporation | -9.97% | 1.07% | 19.78% | 20.03% | -3.84% | 36.14% | 0.86% | 31.30% | 8.81% | 4.50% |
Fundamentals
NMFC:
$932.42M
ARCC:
$12.39B
NMFC:
$1.10
ARCC:
$1.64
NMFC:
7.02
ARCC:
10.82
NMFC:
2.93
ARCC:
6.60
NMFC:
0.00
ARCC:
0.87
NMFC:
$327.08M
ARCC:
$1.88B
NMFC:
$351.72M
ARCC:
$1.18B
NMFC:
$281.65M
ARCC:
$1.08B
Returns By Period
In the year-to-date period, NMFC achieves a -12.81% return, which is significantly lower than ARCC's -9.97% return. Over the past 10 years, NMFC has underperformed ARCC with an annualized return of 5.90%, while ARCC has yielded a comparatively higher 11.74% annualized return.
NMFC
- 1D
- -0.77%
- 1M
- 3.08%
- YTD
- -12.81%
- 6M
- -12.36%
- 1Y
- -20.18%
- 3Y*
- -2.90%
- 5Y*
- 1.10%
- 10Y*
- 5.90%
ARCC
- 1D
- -1.61%
- 1M
- -4.04%
- YTD
- -9.97%
- 6M
- -7.39%
- 1Y
- -12.64%
- 3Y*
- 8.76%
- 5Y*
- 8.39%
- 10Y*
- 11.74%
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Return for Risk
NMFC vs. ARCC — Risk / Return Rank
NMFC
ARCC
NMFC vs. ARCC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for New Mountain Finance Corporation (NMFC) 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.
| NMFC | ARCC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.77 | -0.54 | -0.24 |
Sortino ratioReturn per unit of downside risk | -1.01 | -0.63 | -0.37 |
Omega ratioGain probability vs. loss probability | 0.87 | 0.92 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | -0.80 | -0.63 | -0.18 |
Martin ratioReturn relative to average drawdown | -1.78 | -1.29 | -0.49 |
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
| NMFC | ARCC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.77 | -0.54 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.42 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.46 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.37 | -0.06 |
Correlation
The correlation between NMFC and ARCC is 0.51, 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.
Dividends
NMFC vs. ARCC - Dividend Comparison
NMFC's dividend yield for the trailing twelve months is around 16.62%, more than ARCC's 10.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMFC New Mountain Finance Corporation | 16.62% | 13.90% | 12.17% | 11.40% | 9.86% | 8.76% | 10.92% | 9.90% | 10.81% | 10.04% | 9.65% | 10.45% |
ARCC Ares Capital Corporation | 10.83% | 9.49% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% |
Drawdowns
NMFC vs. ARCC - Drawdown Comparison
The maximum NMFC drawdown since its inception was -64.16%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for NMFC and ARCC.
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Drawdown Indicators
| NMFC | ARCC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.16% | -79.36% | +15.20% |
Max Drawdown (1Y)Largest decline over 1 year | -24.56% | -19.35% | -5.21% |
Max Drawdown (5Y)Largest decline over 5 years | -27.77% | -21.76% | -6.01% |
Max Drawdown (10Y)Largest decline over 10 years | -64.16% | -56.77% | -7.39% |
Current DrawdownCurrent decline from peak | -24.18% | -18.05% | -6.13% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -9.07% | +3.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.10% | 9.40% | +1.70% |
Volatility
NMFC vs. ARCC - Volatility Comparison
New Mountain Finance Corporation (NMFC) has a higher volatility of 8.10% compared to Ares Capital Corporation (ARCC) at 6.78%. This indicates that NMFC's price experiences larger fluctuations and is considered to be riskier than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NMFC | ARCC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.10% | 6.78% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 17.69% | 15.24% | +2.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.14% | 23.54% | +2.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.10% | 19.89% | -1.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.73% | 25.53% | +0.20% |
Financials
NMFC vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between New Mountain Finance Corporation 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