OCSL vs. NMFC
Compare and contrast key facts about Oaktree Specialty Lending Corporation (OCSL) and New Mountain Finance Corporation (NMFC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OCSL or NMFC.
Correlation
The correlation between OCSL and NMFC is 0.42, 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
OCSL vs. NMFC - Performance Comparison
Key characteristics
OCSL:
-0.97
NMFC:
-0.71
OCSL:
-1.21
NMFC:
-0.88
OCSL:
0.83
NMFC:
0.87
OCSL:
-0.72
NMFC:
-0.60
OCSL:
-1.75
NMFC:
-1.74
OCSL:
12.26%
NMFC:
8.25%
OCSL:
22.24%
NMFC:
20.26%
OCSL:
-59.52%
NMFC:
-64.16%
OCSL:
-27.61%
NMFC:
-14.55%
Fundamentals
OCSL:
$1.12B
NMFC:
$1.05B
OCSL:
$0.12
NMFC:
$1.03
OCSL:
113.25
NMFC:
9.48
OCSL:
0.93
NMFC:
0.00
OCSL:
3.02
NMFC:
2.89
OCSL:
0.76
NMFC:
0.79
OCSL:
$100.21M
NMFC:
$274.13M
OCSL:
$9.09M
NMFC:
$232.38M
OCSL:
$67.31M
NMFC:
$130.61M
Returns By Period
In the year-to-date period, OCSL achieves a -10.01% return, which is significantly lower than NMFC's -6.37% return. Over the past 10 years, OCSL has underperformed NMFC with an annualized return of 5.62%, while NMFC has yielded a comparatively higher 6.44% annualized return.
OCSL
-10.01%
0.68%
-10.79%
-20.98%
12.21%
5.62%
NMFC
-6.37%
9.75%
-0.84%
-13.91%
15.78%
6.44%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
OCSL vs. NMFC — Risk-Adjusted Performance Rank
OCSL
NMFC
OCSL vs. NMFC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oaktree Specialty Lending Corporation (OCSL) and New Mountain Finance Corporation (NMFC). 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
OCSL vs. NMFC - Dividend Comparison
OCSL's dividend yield for the trailing twelve months is around 15.89%, more than NMFC's 6.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OCSL Oaktree Specialty Lending Corporation | 15.89% | 14.40% | 11.12% | 11.86% | 7.37% | 7.27% | 6.96% | 8.75% | 8.38% | 13.41% | 10.85% | 12.88% |
NMFC New Mountain Finance Corporation | 6.64% | 6.04% | 11.71% | 9.86% | 8.76% | 10.92% | 9.90% | 10.81% | 10.04% | 9.65% | 10.45% | 9.91% |
Drawdowns
OCSL vs. NMFC - Drawdown Comparison
The maximum OCSL drawdown since its inception was -59.52%, smaller than the maximum NMFC drawdown of -64.16%. Use the drawdown chart below to compare losses from any high point for OCSL and NMFC. For additional features, visit the drawdowns tool.
Volatility
OCSL vs. NMFC - Volatility Comparison
Oaktree Specialty Lending Corporation (OCSL) and New Mountain Finance Corporation (NMFC) have volatilities of 13.43% and 12.86%, 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
OCSL vs. NMFC - Financials Comparison
This section allows you to compare key financial metrics between Oaktree Specialty Lending Corporation and New Mountain Finance 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
OCSL vs. NMFC - Profitability Comparison
OCSL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Oaktree Specialty Lending Corporation reported a gross profit of -40.19M and revenue of -40.19M. Therefore, the gross margin over that period was 100.0%.
NMFC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, New Mountain Finance Corporation reported a gross profit of 85.66M and revenue of 85.66M. Therefore, the gross margin over that period was 100.0%.
OCSL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Oaktree Specialty Lending Corporation reported an operating income of -35.99M and revenue of -40.19M, resulting in an operating margin of 89.5%.
NMFC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, New Mountain Finance Corporation reported an operating income of 83.76M and revenue of 85.66M, resulting in an operating margin of 97.8%.
OCSL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Oaktree Specialty Lending Corporation reported a net income of -36.25M and revenue of -40.19M, resulting in a net margin of 90.2%.
NMFC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, New Mountain Finance Corporation reported a net income of 34.64M and revenue of 85.66M, resulting in a net margin of 40.4%.