PFLT vs. OCSL
Compare and contrast key facts about PennantPark Floating Rate Capital Ltd. (PFLT) and Oaktree Specialty Lending Corporation (OCSL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFLT or OCSL.
Correlation
The correlation between PFLT and OCSL is 0.46, 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
PFLT vs. OCSL - Performance Comparison
Key characteristics
PFLT:
-0.09
OCSL:
-0.72
PFLT:
0.02
OCSL:
-0.87
PFLT:
1.00
OCSL:
0.88
PFLT:
-0.09
OCSL:
-0.51
PFLT:
-0.32
OCSL:
-1.24
PFLT:
5.43%
OCSL:
12.19%
PFLT:
20.24%
OCSL:
20.89%
PFLT:
-69.77%
OCSL:
-59.52%
PFLT:
-10.16%
OCSL:
-20.34%
Fundamentals
PFLT:
$876.92M
OCSL:
$1.21B
PFLT:
$1.37
OCSL:
$0.67
PFLT:
7.28
OCSL:
21.91
PFLT:
0.27
OCSL:
0.93
PFLT:
4.07
OCSL:
3.26
PFLT:
0.91
OCSL:
0.83
PFLT:
$110.59M
OCSL:
$140.40M
PFLT:
$134.04M
OCSL:
$124.60M
PFLT:
$33.31M
OCSL:
$67.31M
Returns By Period
In the year-to-date period, PFLT achieves a -3.48% return, which is significantly lower than OCSL's -0.97% return. Both investments have delivered pretty close results over the past 10 years, with PFLT having a 6.78% annualized return and OCSL not far behind at 6.45%.
PFLT
-3.48%
-9.93%
-6.29%
-0.72%
21.66%
6.78%
OCSL
-0.97%
-6.97%
-4.17%
-15.20%
16.88%
6.45%
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Risk-Adjusted Performance
PFLT vs. OCSL — Risk-Adjusted Performance Rank
PFLT
OCSL
PFLT vs. OCSL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PennantPark Floating Rate Capital Ltd. (PFLT) and Oaktree Specialty Lending Corporation (OCSL). 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
PFLT vs. OCSL - Dividend Comparison
PFLT's dividend yield for the trailing twelve months is around 12.12%, less than OCSL's 14.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFLT PennantPark Floating Rate Capital Ltd. | 12.12% | 11.25% | 9.98% | 10.38% | 8.93% | 10.83% | 9.36% | 9.85% | 8.31% | 8.08% | 10.04% | 7.87% |
OCSL Oaktree Specialty Lending Corporation | 14.44% | 14.40% | 11.12% | 11.86% | 7.37% | 7.27% | 6.96% | 8.75% | 8.38% | 13.41% | 10.85% | 12.88% |
Drawdowns
PFLT vs. OCSL - Drawdown Comparison
The maximum PFLT drawdown since its inception was -69.77%, which is greater than OCSL's maximum drawdown of -59.52%. Use the drawdown chart below to compare losses from any high point for PFLT and OCSL. For additional features, visit the drawdowns tool.
Volatility
PFLT vs. OCSL - Volatility Comparison
PennantPark Floating Rate Capital Ltd. (PFLT) has a higher volatility of 15.56% compared to Oaktree Specialty Lending Corporation (OCSL) at 13.68%. This indicates that PFLT's price experiences larger fluctuations and is considered to be riskier than OCSL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PFLT vs. OCSL - Financials Comparison
This section allows you to compare key financial metrics between PennantPark Floating Rate Capital Ltd. and Oaktree Specialty Lending 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