OMF vs. CSWC
OMF (OneMain Holdings, Inc.) and CSWC (Capital Southwest Corporation) are both stocks. Both are in the Financial Services sector — OMF in Credit Services, CSWC in Asset Management. Over the past 10 years, OMF returned 19.71%/yr vs 17.25%/yr for CSWC. At a 0.35 correlation, their price movements are largely independent.
Performance
OMF vs. CSWC - Performance Comparison
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Returns By Period
In the year-to-date period, OMF achieves a -4.17% return, which is significantly lower than CSWC's 12.25% return. Over the past 10 years, OMF has outperformed CSWC with an annualized return of 19.71%, while CSWC has yielded a comparatively lower 17.25% annualized return.
OMF
- 1D
- 3.16%
- 1M
- 12.73%
- YTD
- -4.17%
- 6M
- -5.66%
- 1Y
- 18.48%
- 3Y*
- 22.17%
- 5Y*
- 10.72%
- 10Y*
- 19.71%
CSWC
- 1D
- 1.60%
- 1M
- 2.39%
- YTD
- 12.25%
- 6M
- 13.58%
- 1Y
- 20.53%
- 3Y*
- 18.48%
- 5Y*
- 12.18%
- 10Y*
- 17.25%
OMF vs. CSWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OMF OneMain Holdings, Inc. | -4.17% | 39.77% | 15.14% | 63.03% | -27.20% | 23.56% | 34.53% | 88.37% | -6.54% | 17.39% |
CSWC Capital Southwest Corporation | 12.25% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 22.80% | 29.52% | 9.99% |
Correlation
The correlation between OMF and CSWC is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Nov 27, 2015 | 0.35 |
The correlation between OMF and CSWC shifts across timeframes, from 0.35 (all time) to 0.46 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
OMF:
$7.31B
CSWC:
$1.47B
OMF:
$6.73
CSWC:
$1.75
OMF:
9.27
CSWC:
13.47
OMF:
1.49
CSWC:
6.85
OMF:
2.17
CSWC:
1.45
OMF:
$4.94B
CSWC:
$222.04M
OMF:
$2.20B
CSWC:
$172.70M
OMF:
$943.00M
CSWC:
$142.78M
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Return for Risk
OMF vs. CSWC — Risk / Return Rank
OMF
CSWC
OMF vs. CSWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for OneMain Holdings, Inc. (OMF) and Capital Southwest Corporation (CSWC). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OMF | CSWC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.45 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.20 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.31 | -0.68 |
| Martin ratioReturn relative to average drawdown | 1.37 | 4.18 | -2.82 |
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Drawdowns
OMF vs. CSWC - Drawdown Comparison
The maximum OMF drawdown since its inception was -68.66%, roughly equal to the maximum CSWC drawdown of -68.33%. Use the drawdown chart below to compare losses from any high point for OMF and CSWC.
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Drawdown Indicators
| OMF | CSWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.66% | -68.33% | -0.33% |
Max Drawdown (1Y)Largest decline over 1 year | -29.68% | -15.75% | -13.93% |
Max Drawdown (3Y)Largest decline over 3 years | -29.94% | -27.74% | -2.20% |
Max Drawdown (5Y)Largest decline over 5 years | -47.93% | -33.66% | -14.27% |
Max Drawdown (10Y)Largest decline over 10 years | -68.66% | -61.15% | -7.51% |
Current DrawdownCurrent decline from peak | -9.30% | -1.36% | -7.94% |
Average DrawdownAverage peak-to-trough decline | -24.25% | -18.33% | -5.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.57% | 4.92% | +8.65% |
Volatility
OMF vs. CSWC - Volatility Comparison
OneMain Holdings, Inc. (OMF) has a higher volatility of 8.55% compared to Capital Southwest Corporation (CSWC) at 5.07%. This indicates that OMF's price experiences larger fluctuations and is considered to be riskier than CSWC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OMF | CSWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.55% | 5.07% | +3.48% |
Volatility (6M)Calculated over the trailing 6-month period | 21.59% | 14.21% | +7.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.08% | 18.93% | +10.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.59% | 22.51% | +13.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.86% | 27.42% | +18.44% |
Dividends
OMF vs. CSWC - Dividend Comparison
OMF's dividend yield for the trailing twelve months is around 6.72%, less than CSWC's 10.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 10.89% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
OMF OneMain Holdings, Inc. | 6.72% | 6.17% | 7.90% | 8.13% | 11.41% | 19.08% | 12.33% | 7.12% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
OMF vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between OneMain Holdings, Inc. and Capital Southwest 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
Frequently Asked Questions
OMF and CSWC have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OMF has higher volatility (8.55%) compared to CSWC (5.07%). In terms of maximum drawdown, OMF dropped -68.66% vs CSWC's -68.33%.
CSWC currently has the higher Sharpe Ratio (1.09 vs 0.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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