NMFC vs. WHF
Compare and contrast key facts about New Mountain Finance Corporation (NMFC) and WhiteHorse Finance, Inc. (WHF).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NMFC or WHF.
Correlation
The correlation between NMFC and WHF is 0.32, 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
NMFC vs. WHF - Performance Comparison
Key characteristics
NMFC:
-0.38
WHF:
-0.61
NMFC:
-0.45
WHF:
-0.73
NMFC:
0.94
WHF:
0.91
NMFC:
-0.33
WHF:
-0.57
NMFC:
-1.14
WHF:
-1.65
NMFC:
3.96%
WHF:
6.50%
NMFC:
11.77%
WHF:
17.66%
NMFC:
-64.16%
WHF:
-57.48%
NMFC:
-6.67%
WHF:
-18.91%
Fundamentals
NMFC:
$1.22B
WHF:
$246.61M
NMFC:
$1.04
WHF:
$0.45
NMFC:
10.85
WHF:
23.58
NMFC:
0.00
WHF:
1.01
NMFC:
$289.76M
WHF:
$79.68M
NMFC:
$207.78M
WHF:
$85.70M
NMFC:
$250.05M
WHF:
$23.39M
Returns By Period
In the year-to-date period, NMFC achieves a -3.97% return, which is significantly higher than WHF's -9.94% return. Over the past 10 years, NMFC has underperformed WHF with an annualized return of 7.44%, while WHF has yielded a comparatively higher 10.52% annualized return.
NMFC
-3.97%
-1.83%
-2.92%
-4.50%
6.19%
7.44%
WHF
-9.94%
-6.12%
-15.29%
-9.20%
5.59%
10.52%
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Risk-Adjusted Performance
NMFC vs. WHF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for New Mountain Finance Corporation (NMFC) and WhiteHorse Finance, Inc. (WHF). 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. WHF - Dividend Comparison
NMFC's dividend yield for the trailing twelve months is around 9.08%, less than WHF's 18.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMFC New Mountain Finance Corporation | 9.08% | 11.71% | 9.86% | 8.76% | 10.92% | 9.90% | 10.81% | 10.04% | 9.65% | 10.45% | 9.91% | 9.84% |
WHF WhiteHorse Finance, Inc. | 18.73% | 12.60% | 11.26% | 10.03% | 11.35% | 11.79% | 11.16% | 13.23% | 11.67% | 12.37% | 12.29% | 9.40% |
Drawdowns
NMFC vs. WHF - Drawdown Comparison
The maximum NMFC drawdown since its inception was -64.16%, which is greater than WHF's maximum drawdown of -57.48%. Use the drawdown chart below to compare losses from any high point for NMFC and WHF. For additional features, visit the drawdowns tool.
Volatility
NMFC vs. WHF - Volatility Comparison
The current volatility for New Mountain Finance Corporation (NMFC) is 3.32%, while WhiteHorse Finance, Inc. (WHF) has a volatility of 5.57%. This indicates that NMFC experiences smaller price fluctuations and is considered to be less risky than WHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NMFC vs. WHF - Financials Comparison
This section allows you to compare key financial metrics between New Mountain Finance Corporation and WhiteHorse Finance, 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