RIO vs. CSWC
RIO (Rio Tinto Group) and CSWC (Capital Southwest Corporation) are both stocks. RIO operates in Other Industrial Metals & Mining (Basic Materials), while CSWC operates in Asset Management (Financial Services). Over the past 10 years, RIO returned 18.86%/yr vs 17.37%/yr for CSWC. At a 0.18 correlation, their price movements are largely independent.
Performance
RIO vs. CSWC - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with RIO having a 14.41% return and CSWC slightly higher at 14.80%. Over the past 10 years, RIO has outperformed CSWC with an annualized return of 18.86%, while CSWC has yielded a comparatively lower 17.37% annualized return.
RIO
- 1D
- -1.20%
- 1M
- -11.00%
- 6M
- 7.55%
- YTD
- 14.41%
- 1Y
- 54.91%
- 3Y*
- 17.24%
- 5Y*
- 9.21%
- 10Y*
- 18.86%
- ALL TIME*
- 11.71%
CSWC
- 1D
- -1.81%
- 1M
- 4.68%
- 6M
- 6.50%
- YTD
- 14.80%
- 1Y
- 14.93%
- 3Y*
- 16.95%
- 5Y*
- 10.62%
- 10Y*
- 17.37%
- ALL TIME*
- 12.03%
RIO vs. CSWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RIO Rio Tinto Group | 14.41% | 44.47% | -15.36% | 11.06% | 18.48% | -3.67% | 36.22% | 33.18% | -2.93% | 44.87% |
CSWC Capital Southwest Corporation | 14.80% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 22.80% | 29.52% | 9.99% |
Correlation
The correlation between RIO and CSWC is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Jun 28, 1990 | 0.18 |
Fundamentals
RIO:
$144.65B
CSWC:
$1.48B
RIO:
$13.11
CSWC:
$1.75
RIO:
6.79
CSWC:
13.66
RIO:
1.31
CSWC:
6.95
RIO:
2.35
CSWC:
1.47
RIO:
$111.41B
CSWC:
$222.04M
RIO:
$31.10B
CSWC:
$172.70M
RIO:
$40.42B
CSWC:
$142.78M
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Return for Risk
RIO vs. CSWC — Risk / Return Rank
RIO
CSWC
RIO vs. CSWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rio Tinto Group (RIO) and Capital Southwest Corporation (CSWC). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RIO | CSWC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.07 | ||
| Sortino ratioReturn per unit of downside risk | +1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.15 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | 0.95 | +1.71 |
| Martin ratioReturn relative to average drawdown | 8.59 | 3.04 | +5.55 |
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Drawdowns
RIO vs. CSWC - Drawdown Comparison
The maximum RIO drawdown since its inception was -88.97%, which is greater than CSWC's maximum drawdown of -68.33%. Use the drawdown chart below to compare losses from any high point for RIO and CSWC.
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Drawdown Indicators
| RIO | CSWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.97% | -68.33% | -20.64% |
Max Drawdown (1Y)Largest decline over 1 year | -20.74% | -15.75% | -4.99% |
Max Drawdown (3Y)Largest decline over 3 years | -24.19% | -27.74% | +3.55% |
Max Drawdown (5Y)Largest decline over 5 years | -35.25% | -33.66% | -1.59% |
Max Drawdown (10Y)Largest decline over 10 years | -37.47% | -61.15% | +23.68% |
Current DrawdownCurrent decline from peak | -20.50% | -1.81% | -18.69% |
Average DrawdownAverage peak-to-trough decline | -23.74% | -18.31% | -5.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.41% | 4.93% | +1.48% |
Volatility
RIO vs. CSWC - Volatility Comparison
Rio Tinto Group (RIO) has a higher volatility of 8.38% compared to Capital Southwest Corporation (CSWC) at 4.76%. This indicates that RIO's price experiences larger fluctuations and is considered to be riskier than CSWC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RIO | CSWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.38% | 4.76% | +3.62% |
Volatility (6M)Calculated over the trailing 6-month period | 24.96% | 13.36% | +11.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.72% | 19.01% | +10.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.33% | 22.21% | +7.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.42% | 27.42% | +3.00% |
Dividends
RIO vs. CSWC - Dividend Comparison
RIO's dividend yield for the trailing twelve months is around 4.51%, less than CSWC's 10.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 10.73% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
RIO Rio Tinto Group | 4.51% | 4.66% | 7.40% | 5.40% | 10.48% | 10.23% | 5.13% | 7.68% | 6.32% | 4.47% | 3.93% | 7.58% |
Financials
RIO vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Rio Tinto Group and Capital Southwest 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
RIO vs. CSWC - Profitability Comparison
RIO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Rio Tinto Group reported a gross profit of 8.15B and revenue of 30.65B. Therefore, the gross margin over that period was 26.6%.
CSWC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Capital Southwest Corporation reported a gross profit of 54.00M and revenue of 54.00M. Therefore, the gross margin over that period was 100.0%.
RIO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Rio Tinto Group reported an operating income of 8.15B and revenue of 30.65B, resulting in an operating margin of 26.6%.
CSWC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Capital Southwest Corporation reported an operating income of 44.66M and revenue of 54.00M, resulting in an operating margin of 82.7%.
RIO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Rio Tinto Group reported a net income of 5.42B and revenue of 30.65B, resulting in a net margin of 17.7%.
CSWC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Capital Southwest Corporation reported a net income of 27.48M and revenue of 54.00M, resulting in a net margin of 50.9%.
Frequently Asked Questions
RIO and CSWC have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RIO has higher volatility (8.38%) compared to CSWC (4.76%). In terms of maximum drawdown, RIO dropped -88.97% vs CSWC's -68.33%.
RIO currently has the higher Sharpe Ratio (1.86 vs 0.79), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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