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 0.39, 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
PFLT vs. OCSL - Performance Comparison
Key characteristics
PFLT:
0.92
OCSL:
-0.61
PFLT:
1.27
OCSL:
-0.70
PFLT:
1.18
OCSL:
0.91
PFLT:
1.09
OCSL:
-0.43
PFLT:
3.17
OCSL:
-0.95
PFLT:
3.95%
OCSL:
10.43%
PFLT:
13.56%
OCSL:
16.22%
PFLT:
-69.77%
OCSL:
-59.53%
PFLT:
-1.28%
OCSL:
-15.35%
Fundamentals
PFLT:
$993.02M
OCSL:
$1.32B
PFLT:
$1.37
OCSL:
$0.67
PFLT:
8.24
OCSL:
24.01
PFLT:
0.27
OCSL:
0.93
PFLT:
$159.27M
OCSL:
$227.83M
PFLT:
$173.63M
OCSL:
$193.14M
PFLT:
$79.11M
OCSL:
$108.71M
Returns By Period
The year-to-date returns for both stocks are quite close, with PFLT having a 5.41% return and OCSL slightly lower at 5.24%. Over the past 10 years, PFLT has outperformed OCSL with an annualized return of 8.08%, while OCSL has yielded a comparatively lower 7.17% annualized return.
PFLT
5.41%
1.01%
6.85%
12.29%
9.47%
8.08%
OCSL
5.24%
2.29%
1.49%
-8.65%
11.14%
7.17%
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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 10.88%, less than OCSL's 13.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFLT PennantPark Floating Rate Capital Ltd. | 10.88% | 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 | 13.68% | 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 -59.53%. 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) and Oaktree Specialty Lending Corporation (OCSL) have volatilities of 5.02% and 4.97%, 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.
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