Correlation
The correlation between PFX and MAIN is 0.25, 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.
PFX vs. MAIN
Compare and contrast key facts about PhenixFIN Corporation (PFX) and Main Street Capital Corporation (MAIN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFX or MAIN.
Performance
PFX vs. MAIN - Performance Comparison
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Key characteristics
PFX:
0.70
MAIN:
1.26
PFX:
1.20
MAIN:
1.78
PFX:
1.15
MAIN:
1.26
PFX:
0.22
MAIN:
1.32
PFX:
4.06
MAIN:
4.30
PFX:
3.88%
MAIN:
6.42%
PFX:
21.30%
MAIN:
21.63%
PFX:
-95.35%
MAIN:
-64.53%
PFX:
-65.35%
MAIN:
-8.11%
Fundamentals
PFX:
$98.97M
MAIN:
$5.06B
PFX:
$5.10
MAIN:
$5.92
PFX:
9.61
MAIN:
9.61
PFX:
8.34
MAIN:
2.09
PFX:
4.12
MAIN:
9.27
PFX:
0.62
MAIN:
1.78
PFX:
$7.64B
MAIN:
$735.48M
PFX:
$2.69B
MAIN:
$607.66M
PFX:
$3.88B
MAIN:
$544.08M
Returns By Period
In the year-to-date period, PFX achieves a -0.34% return, which is significantly lower than MAIN's -0.18% return. Over the past 10 years, PFX has underperformed MAIN with an annualized return of -7.44%, while MAIN has yielded a comparatively higher 14.76% annualized return.
PFX
-0.34%
-1.51%
6.82%
11.66%
10.59%
31.23%
-7.44%
MAIN
-0.18%
8.58%
6.45%
25.58%
24.16%
21.65%
14.76%
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Risk-Adjusted Performance
PFX vs. MAIN — Risk-Adjusted Performance Rank
PFX
MAIN
PFX vs. MAIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PhenixFIN Corporation (PFX) and Main Street Capital Corporation (MAIN). 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
PFX vs. MAIN - Dividend Comparison
PFX's dividend yield for the trailing twelve months is around 2.92%, less than MAIN's 7.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFX PhenixFIN Corporation | 2.92% | 2.59% | 0.00% | 0.39% | 0.00% | 0.00% | 4.72% | 18.05% | 13.41% | 13.85% | 15.96% | 16.02% |
MAIN Main Street Capital Corporation | 7.31% | 7.02% | 8.55% | 7.97% | 5.74% | 6.99% | 6.76% | 8.43% | 7.02% | 7.42% | 9.15% | 8.72% |
Drawdowns
PFX vs. MAIN - Drawdown Comparison
The maximum PFX drawdown since its inception was -95.35%, which is greater than MAIN's maximum drawdown of -64.53%. Use the drawdown chart below to compare losses from any high point for PFX and MAIN.
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Volatility
PFX vs. MAIN - Volatility Comparison
The current volatility for PhenixFIN Corporation (PFX) is 4.15%, while Main Street Capital Corporation (MAIN) has a volatility of 6.33%. This indicates that PFX experiences smaller price fluctuations and is considered to be less risky than MAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
PFX vs. MAIN - Financials Comparison
This section allows you to compare key financial metrics between PhenixFIN Corporation and Main Street 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
PFX vs. MAIN - Profitability Comparison
PFX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, PhenixFIN Corporation reported a gross profit of 2.66B and revenue of 3.85B. Therefore, the gross margin over that period was 69.2%.
MAIN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Main Street Capital Corporation reported a gross profit of 139.52M and revenue of 170.69M. Therefore, the gross margin over that period was 81.7%.
PFX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, PhenixFIN Corporation reported an operating income of 1.78B and revenue of 3.85B, resulting in an operating margin of 46.2%.
MAIN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Main Street Capital Corporation reported an operating income of 123.46M and revenue of 170.69M, resulting in an operating margin of 72.3%.
PFX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, PhenixFIN Corporation reported a net income of -896.13K and revenue of 3.85B, resulting in a net margin of -0.0%.
MAIN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Main Street Capital Corporation reported a net income of 116.08M and revenue of 170.69M, resulting in a net margin of 68.0%.