SAMG vs. OXLC
Compare and contrast key facts about Silvercrest Asset Management Group Inc. (SAMG) and Oxford Lane Capital Corp. (OXLC).
Performance
SAMG vs. OXLC - Performance Comparison
Loading graphics...
SAMG vs. OXLC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAMG Silvercrest Asset Management Group Inc. | -10.22% | -13.00% | 13.34% | -5.65% | 13.58% | 28.82% | 16.48% | -0.55% | -14.49% | 26.39% |
OXLC Oxford Lane Capital Corp. | -25.18% | -24.38% | 24.58% | 16.52% | -24.15% | 59.91% | -15.79% | -0.98% | 12.86% | 13.47% |
Fundamentals
SAMG:
$107.83M
OXLC:
$851.11M
SAMG:
$1.65
OXLC:
$2.17
SAMG:
8.15
OXLC:
4.50
SAMG:
0.91
OXLC:
1.05
SAMG:
2.14
OXLC:
0.46
SAMG:
$125.33M
OXLC:
$810.81M
SAMG:
$41.37M
OXLC:
$0.00
SAMG:
$12.57M
OXLC:
$271.23M
Returns By Period
In the year-to-date period, SAMG achieves a -10.22% return, which is significantly higher than OXLC's -25.18% return. Both investments have delivered pretty close results over the past 10 years, with SAMG having a 4.65% annualized return and OXLC not far behind at 4.54%.
SAMG
- 1D
- -1.18%
- 1M
- -10.30%
- YTD
- -10.22%
- 6M
- -12.22%
- 1Y
- -13.24%
- 3Y*
- -5.14%
- 5Y*
- 3.03%
- 10Y*
- 4.65%
OXLC
- 1D
- 3.93%
- 1M
- 22.30%
- YTD
- -25.18%
- 6M
- -29.75%
- 1Y
- -42.43%
- 3Y*
- -8.55%
- 5Y*
- -3.66%
- 10Y*
- 4.54%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SAMG vs. OXLC — Risk / Return Rank
SAMG
OXLC
SAMG vs. OXLC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Silvercrest Asset Management Group Inc. (SAMG) and Oxford Lane Capital Corp. (OXLC). 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.
| SAMG | OXLC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.47 | -1.15 | +0.69 |
Sortino ratioReturn per unit of downside risk | -0.47 | -1.60 | +1.13 |
Omega ratioGain probability vs. loss probability | 0.94 | 0.78 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.67 | -0.73 | +0.06 |
Martin ratioReturn relative to average drawdown | -1.37 | -1.42 | +0.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SAMG | OXLC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.47 | -1.15 | +0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | -0.14 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.11 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.07 | +0.06 |
Correlation
The correlation between SAMG and OXLC is 0.15, 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.
Dividends
SAMG vs. OXLC - Dividend Comparison
SAMG's dividend yield for the trailing twelve months is around 6.18%, less than OXLC's 52.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAMG Silvercrest Asset Management Group Inc. | 6.18% | 5.40% | 4.24% | 4.35% | 3.73% | 3.84% | 4.61% | 4.77% | 4.23% | 2.99% | 3.65% | 4.04% |
OXLC Oxford Lane Capital Corp. | 52.15% | 35.86% | 20.12% | 18.83% | 17.75% | 10.51% | 22.46% | 19.85% | 16.70% | 17.91% | 22.84% | 24.10% |
Drawdowns
SAMG vs. OXLC - Drawdown Comparison
The maximum SAMG drawdown since its inception was -54.78%, smaller than the maximum OXLC drawdown of -74.58%. Use the drawdown chart below to compare losses from any high point for SAMG and OXLC.
Loading graphics...
Drawdown Indicators
| SAMG | OXLC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.78% | -74.58% | +19.80% |
Max Drawdown (1Y)Largest decline over 1 year | -20.76% | -57.17% | +36.41% |
Max Drawdown (5Y)Largest decline over 5 years | -34.72% | -57.17% | +22.45% |
Max Drawdown (10Y)Largest decline over 10 years | -54.78% | -74.58% | +19.80% |
Current DrawdownCurrent decline from peak | -31.29% | -46.41% | +15.12% |
Average DrawdownAverage peak-to-trough decline | -18.10% | -13.62% | -4.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.07% | 29.32% | -19.25% |
Volatility
SAMG vs. OXLC - Volatility Comparison
The current volatility for Silvercrest Asset Management Group Inc. (SAMG) is 9.15%, while Oxford Lane Capital Corp. (OXLC) has a volatility of 11.99%. This indicates that SAMG experiences smaller price fluctuations and is considered to be less risky than OXLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SAMG | OXLC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.15% | 11.99% | -2.84% |
Volatility (6M)Calculated over the trailing 6-month period | 19.34% | 29.26% | -9.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.53% | 37.01% | -8.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.38% | 26.32% | +7.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 40.73% | 42.63% | -1.90% |
Financials
SAMG vs. OXLC - Financials Comparison
This section allows you to compare key financial metrics between Silvercrest Asset Management Group Inc. and Oxford Lane Capital Corp.. 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
SAMG vs. OXLC - Profitability Comparison
SAMG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Silvercrest Asset Management Group Inc. reported a gross profit of 7.41M and revenue of 31.96M. Therefore, the gross margin over that period was 23.2%.
OXLC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Oxford Lane Capital Corp. reported a gross profit of 0.00 and revenue of 225.51M. Therefore, the gross margin over that period was 0.0%.
SAMG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Silvercrest Asset Management Group Inc. reported an operating income of -884.00K and revenue of 31.96M, resulting in an operating margin of -2.8%.
OXLC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Oxford Lane Capital Corp. reported an operating income of 48.02M and revenue of 225.51M, resulting in an operating margin of 21.3%.
SAMG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Silvercrest Asset Management Group Inc. reported a net income of 9.03M and revenue of 31.96M, resulting in a net margin of 28.3%.
OXLC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Oxford Lane Capital Corp. reported a net income of 20.89M and revenue of 225.51M, resulting in a net margin of 9.3%.