SCD vs. ADX
Compare and contrast key facts about LMP Capital and Income Fund Inc. (SCD) and Adams Diversified Equity Fund, Inc. (ADX).
SCD is managed by LMP. ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Performance
SCD vs. ADX - Performance Comparison
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SCD vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCD LMP Capital and Income Fund Inc. | 3.21% | -3.80% | 33.95% | 28.09% | -10.04% | 46.29% | -14.89% | 59.16% | -15.56% | 14.59% |
ADX Adams Diversified Equity Fund, Inc. | -4.23% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Returns By Period
In the year-to-date period, SCD achieves a 3.21% return, which is significantly higher than ADX's -4.23% return. Over the past 10 years, SCD has underperformed ADX with an annualized return of 13.05%, while ADX has yielded a comparatively higher 16.41% annualized return.
SCD
- 1D
- 1.91%
- 1M
- -5.51%
- YTD
- 3.21%
- 6M
- 0.87%
- 1Y
- 5.03%
- 3Y*
- 17.99%
- 5Y*
- 14.88%
- 10Y*
- 13.05%
ADX
- 1D
- 4.04%
- 1M
- -5.48%
- YTD
- -4.23%
- 6M
- 2.17%
- 1Y
- 25.55%
- 3Y*
- 23.81%
- 5Y*
- 14.65%
- 10Y*
- 16.41%
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SCD vs. ADX - Expense Ratio Comparison
Return for Risk
SCD vs. ADX — Risk / Return Rank
SCD
ADX
SCD vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LMP Capital and Income Fund Inc. (SCD) and Adams Diversified Equity Fund, Inc. (ADX). 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.
| SCD | ADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | 1.38 | -1.11 |
Sortino ratioReturn per unit of downside risk | 0.48 | 2.06 | -1.58 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.29 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.38 | 2.33 | -1.96 |
Martin ratioReturn relative to average drawdown | 1.09 | 10.84 | -9.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCD | ADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | 1.38 | -1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.86 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.92 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.09 | +0.36 |
Correlation
The correlation between SCD and ADX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SCD vs. ADX - Dividend Comparison
SCD's dividend yield for the trailing twelve months is around 9.62%, more than ADX's 8.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCD LMP Capital and Income Fund Inc. | 9.62% | 9.55% | 7.88% | 8.56% | 12.96% | 10.26% | 10.21% | 7.98% | 11.61% | 8.89% | 9.33% | 9.05% |
ADX Adams Diversified Equity Fund, Inc. | 8.45% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
Drawdowns
SCD vs. ADX - Drawdown Comparison
The maximum SCD drawdown since its inception was -62.40%, smaller than the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for SCD and ADX.
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Drawdown Indicators
| SCD | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.40% | -71.60% | +9.20% |
Max Drawdown (1Y)Largest decline over 1 year | -15.61% | -11.12% | -4.49% |
Max Drawdown (5Y)Largest decline over 5 years | -23.41% | -25.07% | +1.66% |
Max Drawdown (10Y)Largest decline over 10 years | -60.76% | -37.17% | -23.59% |
Current DrawdownCurrent decline from peak | -6.33% | -6.53% | +0.20% |
Average DrawdownAverage peak-to-trough decline | -10.10% | -23.22% | +13.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.38% | 2.39% | +2.99% |
Volatility
SCD vs. ADX - Volatility Comparison
The current volatility for LMP Capital and Income Fund Inc. (SCD) is 5.14%, while Adams Diversified Equity Fund, Inc. (ADX) has a volatility of 6.18%. This indicates that SCD experiences smaller price fluctuations and is considered to be less risky than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCD | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 6.18% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.49% | 10.53% | -1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.14% | 18.63% | +0.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.87% | 17.20% | +2.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.34% | 17.95% | +5.39% |