OXSQ vs. PNNT
Compare and contrast key facts about Oxford Square Capital Corp. (OXSQ) and PennantPark Investment Corporation (PNNT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OXSQ or PNNT.
Correlation
The correlation between OXSQ and PNNT is 0.33, 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
OXSQ vs. PNNT - Performance Comparison
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Key characteristics
OXSQ:
-0.58
PNNT:
0.31
OXSQ:
-0.66
PNNT:
0.50
OXSQ:
0.91
PNNT:
1.07
OXSQ:
-0.42
PNNT:
0.35
OXSQ:
-1.27
PNNT:
0.89
OXSQ:
8.25%
PNNT:
7.00%
OXSQ:
19.05%
PNNT:
23.86%
OXSQ:
-67.10%
PNNT:
-82.16%
OXSQ:
-18.71%
PNNT:
-3.49%
Fundamentals
OXSQ:
$177.01M
PNNT:
$433.57M
OXSQ:
$0.00
PNNT:
$0.84
OXSQ:
0.00
PNNT:
7.90
OXSQ:
4.20
PNNT:
3.02
OXSQ:
1.18
PNNT:
0.86
OXSQ:
$24.10M
PNNT:
$81.19M
OXSQ:
$23.04M
PNNT:
$66.68M
OXSQ:
$11.67M
PNNT:
$32.78M
Returns By Period
In the year-to-date period, OXSQ achieves a 7.08% return, which is significantly higher than PNNT's 1.55% return.
OXSQ
7.08%
-0.27%
-5.92%
-11.03%
15.31%
N/A
PNNT
1.55%
12.26%
5.26%
7.38%
33.99%
9.17%
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Risk-Adjusted Performance
OXSQ vs. PNNT — Risk-Adjusted Performance Rank
OXSQ
PNNT
OXSQ vs. PNNT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oxford Square Capital Corp. (OXSQ) and PennantPark Investment Corporation (PNNT). 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
OXSQ vs. PNNT - Dividend Comparison
OXSQ's dividend yield for the trailing twelve months is around 16.94%, more than PNNT's 13.85% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
OXSQ Oxford Square Capital Corp. | 16.94% | 17.21% | 18.88% | 13.46% | 10.29% | 20.07% | 14.76% | 9.27% | 0.00% | 0.00% | 0.00% | 0.00% |
PNNT PennantPark Investment Corporation | 13.85% | 12.85% | 11.65% | 10.43% | 6.93% | 11.71% | 11.03% | 11.30% | 10.42% | 14.62% | 18.12% | 11.75% |
Drawdowns
OXSQ vs. PNNT - Drawdown Comparison
The maximum OXSQ drawdown since its inception was -67.10%, smaller than the maximum PNNT drawdown of -82.16%. Use the drawdown chart below to compare losses from any high point for OXSQ and PNNT. For additional features, visit the drawdowns tool.
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Volatility
OXSQ vs. PNNT - Volatility Comparison
Oxford Square Capital Corp. (OXSQ) and PennantPark Investment Corporation (PNNT) have volatilities of 8.69% and 8.29%, 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.
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Financials
OXSQ vs. PNNT - Financials Comparison
This section allows you to compare key financial metrics between Oxford Square Capital Corp. and PennantPark Investment 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