SCM vs. SBR
Compare and contrast key facts about Stellus Capital Investment Corporation (SCM) and Sabine Royalty Trust (SBR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCM or SBR.
Correlation
The correlation between SCM and SBR is 0.32, 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
SCM vs. SBR - Performance Comparison
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Key characteristics
SCM:
0.37
SBR:
0.58
SCM:
0.57
SBR:
0.96
SCM:
1.10
SBR:
1.13
SCM:
0.31
SBR:
0.58
SCM:
1.13
SBR:
2.61
SCM:
6.64%
SBR:
5.22%
SCM:
21.18%
SBR:
22.64%
SCM:
-66.06%
SBR:
-56.41%
SCM:
-10.48%
SBR:
-9.45%
Fundamentals
SCM:
$383.33M
SBR:
$968.07M
SCM:
$1.79
SBR:
$5.33
SCM:
7.54
SBR:
12.46
SCM:
0.00
SBR:
0.00
SCM:
3.66
SBR:
11.64
SCM:
1.04
SBR:
101.75
SCM:
$24.95T
SBR:
$81.38M
SCM:
$26.50T
SBR:
$61.99M
SCM:
$10.26T
SBR:
$59.40M
Returns By Period
In the year-to-date period, SCM achieves a 2.64% return, which is significantly lower than SBR's 5.84% return. Over the past 10 years, SCM has underperformed SBR with an annualized return of 12.68%, while SBR has yielded a comparatively higher 13.91% annualized return.
SCM
2.64%
7.82%
3.07%
7.79%
15.22%
27.63%
12.68%
SBR
5.84%
1.21%
10.96%
12.32%
8.37%
32.17%
13.91%
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Risk-Adjusted Performance
SCM vs. SBR — Risk-Adjusted Performance Rank
SCM
SBR
SCM vs. SBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stellus Capital Investment Corporation (SCM) and Sabine Royalty Trust (SBR). 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
SCM vs. SBR - Dividend Comparison
SCM's dividend yield for the trailing twelve months is around 11.73%, more than SBR's 7.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCM Stellus Capital Investment Corporation | 11.73% | 11.60% | 12.42% | 11.63% | 8.27% | 10.56% | 9.53% | 10.47% | 10.32% | 11.24% | 14.07% | 12.06% |
SBR Sabine Royalty Trust | 7.82% | 8.41% | 9.41% | 10.13% | 7.72% | 8.59% | 7.49% | 8.98% | 5.31% | 5.50% | 11.82% | 11.45% |
Drawdowns
SCM vs. SBR - Drawdown Comparison
The maximum SCM drawdown since its inception was -66.06%, which is greater than SBR's maximum drawdown of -56.41%. Use the drawdown chart below to compare losses from any high point for SCM and SBR. For additional features, visit the drawdowns tool.
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Volatility
SCM vs. SBR - Volatility Comparison
Stellus Capital Investment Corporation (SCM) has a higher volatility of 6.54% compared to Sabine Royalty Trust (SBR) at 5.55%. This indicates that SCM's price experiences larger fluctuations and is considered to be riskier than SBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
SCM vs. SBR - Financials Comparison
This section allows you to compare key financial metrics between Stellus Capital Investment Corporation and Sabine Royalty Trust. 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