PTMN vs. ARCC
Compare and contrast key facts about Portman Ridge Finance Corporation (PTMN) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTMN or ARCC.
Correlation
The correlation between PTMN and ARCC is 0.36, 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
PTMN vs. ARCC - Performance Comparison
Key characteristics
PTMN:
0.54
ARCC:
2.26
PTMN:
0.85
ARCC:
3.02
PTMN:
1.11
ARCC:
1.41
PTMN:
0.34
ARCC:
3.96
PTMN:
1.49
ARCC:
16.48
PTMN:
5.45%
ARCC:
1.67%
PTMN:
15.01%
ARCC:
12.19%
PTMN:
-91.48%
ARCC:
-79.36%
PTMN:
-16.96%
ARCC:
-1.43%
Fundamentals
PTMN:
$160.05M
ARCC:
$15.76B
PTMN:
$0.37
ARCC:
$2.44
PTMN:
47.03
ARCC:
9.62
PTMN:
$9.81M
ARCC:
$2.77B
PTMN:
$3.07M
ARCC:
$2.61B
PTMN:
$9.46M
ARCC:
$703.00M
Returns By Period
In the year-to-date period, PTMN achieves a 6.49% return, which is significantly lower than ARCC's 7.22% return. Over the past 10 years, PTMN has underperformed ARCC with an annualized return of 0.45%, while ARCC has yielded a comparatively higher 13.75% annualized return.
PTMN
6.49%
5.97%
-4.22%
7.30%
7.94%
0.45%
ARCC
7.22%
1.25%
17.24%
27.91%
14.91%
13.75%
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Risk-Adjusted Performance
PTMN vs. ARCC — Risk-Adjusted Performance Rank
PTMN
ARCC
PTMN vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Portman Ridge Finance Corporation (PTMN) and Ares Capital Corporation (ARCC). 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
PTMN vs. ARCC - Dividend Comparison
PTMN's dividend yield for the trailing twelve months is around 15.86%, more than ARCC's 8.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTMN Portman Ridge Finance Corporation | 15.86% | 16.89% | 15.12% | 11.13% | 9.77% | 12.57% | 46.70% | 11.56% | 14.08% | 15.08% | 15.48% | 14.66% |
ARCC Ares Capital Corporation | 8.18% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% |
Drawdowns
PTMN vs. ARCC - Drawdown Comparison
The maximum PTMN drawdown since its inception was -91.48%, which is greater than ARCC's maximum drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for PTMN and ARCC. For additional features, visit the drawdowns tool.
Volatility
PTMN vs. ARCC - Volatility Comparison
Portman Ridge Finance Corporation (PTMN) and Ares Capital Corporation (ARCC) have volatilities of 4.63% and 4.79%, 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
PTMN vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between Portman Ridge Finance Corporation and Ares 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