OFS vs. MRCC
Compare and contrast key facts about OFS Capital Corporation (OFS) and Monroe Capital Corporation (MRCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OFS or MRCC.
Performance
OFS vs. MRCC - Performance Comparison
Returns By Period
In the year-to-date period, OFS achieves a -22.58% return, which is significantly lower than MRCC's 31.33% return. Over the past 10 years, OFS has outperformed MRCC with an annualized return of 8.26%, while MRCC has yielded a comparatively lower 5.98% annualized return.
OFS
-22.58%
0.31%
-11.40%
-10.74%
5.26%
8.26%
MRCC
31.33%
7.54%
21.62%
37.01%
6.70%
5.98%
Fundamentals
| OFS | MRCC | |
|---|---|---|
| Market Cap | $108.26M | $184.38M |
| EPS | -$0.09 | $0.61 |
| PEG Ratio | 1.67 | 2.05 |
| Total Revenue (TTM) | $34.07M | $59.24M |
| Gross Profit (TTM) | $21.89M | $49.33M |
| EBITDA (TTM) | $25.66M | $25.46M |
Key characteristics
| OFS | MRCC | |
|---|---|---|
| Sharpe Ratio | -0.40 | 1.79 |
| Sortino Ratio | -0.37 | 2.41 |
| Omega Ratio | 0.95 | 1.31 |
| Calmar Ratio | -0.36 | 1.42 |
| Martin Ratio | -0.58 | 14.42 |
| Ulcer Index | 18.66% | 2.57% |
| Daily Std Dev | 26.90% | 20.72% |
| Max Drawdown | -69.09% | -57.63% |
| Current Drawdown | -24.71% | -1.18% |
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Correlation
The correlation between OFS and MRCC is 0.19, 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.
Risk-Adjusted Performance
OFS vs. MRCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OFS Capital Corporation (OFS) and Monroe Capital Corporation (MRCC). 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
OFS vs. MRCC - Dividend Comparison
OFS's dividend yield for the trailing twelve months is around 16.69%, more than MRCC's 11.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OFS OFS Capital Corporation | 16.69% | 11.45% | 11.43% | 8.35% | 12.03% | 12.18% | 16.32% | 11.43% | 9.88% | 11.85% | 11.54% | 9.28% |
MRCC Monroe Capital Corporation | 11.89% | 14.15% | 11.71% | 8.91% | 13.70% | 12.89% | 14.58% | 10.18% | 9.10% | 10.70% | 9.41% | 11.15% |
Drawdowns
OFS vs. MRCC - Drawdown Comparison
The maximum OFS drawdown since its inception was -69.09%, which is greater than MRCC's maximum drawdown of -57.63%. Use the drawdown chart below to compare losses from any high point for OFS and MRCC. For additional features, visit the drawdowns tool.
Volatility
OFS vs. MRCC - Volatility Comparison
The current volatility for OFS Capital Corporation (OFS) is 2.93%, while Monroe Capital Corporation (MRCC) has a volatility of 5.16%. This indicates that OFS experiences smaller price fluctuations and is considered to be less risky than MRCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
OFS vs. MRCC - Financials Comparison
This section allows you to compare key financial metrics between OFS Capital Corporation and Monroe 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