OFS vs. CGBD
Compare and contrast key facts about OFS Capital Corporation (OFS) and TCG BDC, Inc. (CGBD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OFS or CGBD.
Correlation
The correlation between OFS and CGBD is 0.24, 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
OFS vs. CGBD - Performance Comparison
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Key characteristics
OFS:
0.12
CGBD:
-0.73
OFS:
0.40
CGBD:
-0.77
OFS:
1.05
CGBD:
0.90
OFS:
0.14
CGBD:
-0.62
OFS:
0.41
CGBD:
-1.82
OFS:
10.00%
CGBD:
8.51%
OFS:
26.34%
CGBD:
23.37%
OFS:
-69.09%
CGBD:
-71.62%
OFS:
-14.84%
CGBD:
-22.53%
Fundamentals
OFS:
$114.42M
CGBD:
$1.02B
OFS:
$2.25
CGBD:
$1.58
OFS:
3.80
CGBD:
8.86
OFS:
1.67
CGBD:
3.54
OFS:
2.60
CGBD:
4.53
OFS:
0.71
CGBD:
0.84
OFS:
$42.82M
CGBD:
$202.57M
OFS:
$37.32M
CGBD:
$117.52M
OFS:
$50.02M
CGBD:
$96.97M
Returns By Period
In the year-to-date period, OFS achieves a 9.71% return, which is significantly higher than CGBD's -19.81% return.
OFS
9.71%
3.77%
14.50%
3.02%
30.09%
8.85%
CGBD
-19.81%
-0.14%
-12.83%
-16.93%
22.57%
N/A
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Risk-Adjusted Performance
OFS vs. CGBD — Risk-Adjusted Performance Rank
OFS
CGBD
OFS vs. CGBD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OFS Capital Corporation (OFS) and TCG BDC, Inc. (CGBD). 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.
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Dividends
OFS vs. CGBD - Dividend Comparison
OFS's dividend yield for the trailing twelve months is around 15.93%, more than CGBD's 6.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OFS OFS Capital Corporation | 15.93% | 16.85% | 11.45% | 11.43% | 8.35% | 12.03% | 12.18% | 16.32% | 11.43% | 9.88% | 11.85% | 11.54% |
CGBD TCG BDC, Inc. | 6.93% | 5.13% | 5.88% | 7.97% | 7.36% | 14.33% | 11.06% | 13.55% | 6.14% | 0.00% | 0.00% | 0.00% |
Drawdowns
OFS vs. CGBD - Drawdown Comparison
The maximum OFS drawdown since its inception was -69.09%, roughly equal to the maximum CGBD drawdown of -71.62%. Use the drawdown chart below to compare losses from any high point for OFS and CGBD. For additional features, visit the drawdowns tool.
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Volatility
OFS vs. CGBD - Volatility Comparison
The current volatility for OFS Capital Corporation (OFS) is 8.18%, while TCG BDC, Inc. (CGBD) has a volatility of 9.10%. This indicates that OFS experiences smaller price fluctuations and is considered to be less risky than CGBD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
OFS vs. CGBD - Financials Comparison
This section allows you to compare key financial metrics between OFS Capital Corporation and TCG 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