NMFC vs. GSBD
Compare and contrast key facts about New Mountain Finance Corporation (NMFC) and Goldman Sachs BDC, Inc. (GSBD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NMFC or GSBD.
Correlation
The correlation between NMFC and GSBD 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
NMFC vs. GSBD - Performance Comparison
Key characteristics
NMFC:
-0.45
GSBD:
-0.44
NMFC:
-0.55
GSBD:
-0.49
NMFC:
0.93
GSBD:
0.94
NMFC:
-0.39
GSBD:
-0.38
NMFC:
-1.35
GSBD:
-0.81
NMFC:
3.94%
GSBD:
7.57%
NMFC:
11.78%
GSBD:
14.14%
NMFC:
-64.16%
GSBD:
-62.67%
NMFC:
-7.17%
GSBD:
-15.58%
Fundamentals
NMFC:
$1.22B
GSBD:
$1.49B
NMFC:
$1.04
GSBD:
$0.68
NMFC:
10.85
GSBD:
18.68
NMFC:
0.00
GSBD:
2.15
NMFC:
$289.76M
GSBD:
$368.90M
NMFC:
$207.78M
GSBD:
$318.67M
NMFC:
$250.05M
GSBD:
$175.96M
Returns By Period
The year-to-date returns for both stocks are quite close, with NMFC having a -4.49% return and GSBD slightly lower at -4.71%.
NMFC
-4.49%
-2.35%
-3.60%
-5.01%
6.03%
7.38%
GSBD
-4.71%
-1.01%
-13.86%
-6.26%
0.59%
N/A
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Risk-Adjusted Performance
NMFC vs. GSBD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for New Mountain Finance Corporation (NMFC) and Goldman Sachs BDC, Inc. (GSBD). 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
NMFC vs. GSBD - Dividend Comparison
NMFC's dividend yield for the trailing twelve months is around 9.13%, less than GSBD's 14.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMFC New Mountain Finance Corporation | 9.13% | 11.71% | 9.86% | 8.76% | 10.92% | 9.90% | 10.81% | 10.04% | 9.65% | 10.45% | 9.91% | 9.84% |
GSBD Goldman Sachs BDC, Inc. | 14.12% | 12.29% | 13.12% | 10.18% | 9.41% | 8.46% | 9.79% | 8.12% | 7.65% | 9.45% | 0.00% | 0.00% |
Drawdowns
NMFC vs. GSBD - Drawdown Comparison
The maximum NMFC drawdown since its inception was -64.16%, roughly equal to the maximum GSBD drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for NMFC and GSBD. For additional features, visit the drawdowns tool.
Volatility
NMFC vs. GSBD - Volatility Comparison
New Mountain Finance Corporation (NMFC) and Goldman Sachs BDC, Inc. (GSBD) have volatilities of 3.87% and 3.97%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NMFC vs. GSBD - Financials Comparison
This section allows you to compare key financial metrics between New Mountain Finance Corporation and Goldman Sachs BDC, Inc.. 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