SNEX vs. CSWC
SNEX (StoneX Group Inc.) and CSWC (Capital Southwest Corporation) are both stocks. Both are in the Financial Services sector — SNEX in Capital Markets, CSWC in Asset Management. Over the past 10 years, SNEX returned 33.48%/yr vs 17.03%/yr for CSWC. At a 0.18 correlation, their price movements are largely independent.
Performance
SNEX vs. CSWC - Performance Comparison
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Returns By Period
In the year-to-date period, SNEX achieves a 118.84% return, which is significantly higher than CSWC's 10.72% return. Over the past 10 years, SNEX has outperformed CSWC with an annualized return of 33.48%, while CSWC has yielded a comparatively lower 17.03% annualized return.
SNEX
- 1D
- -0.16%
- 1M
- 23.79%
- YTD
- 118.84%
- 6M
- 115.47%
- 1Y
- 145.88%
- 3Y*
- 77.18%
- 5Y*
- 49.24%
- 10Y*
- 33.48%
CSWC
- 1D
- 0.96%
- 1M
- 3.00%
- YTD
- 10.72%
- 6M
- 14.07%
- 1Y
- 22.41%
- 3Y*
- 19.70%
- 5Y*
- 10.16%
- 10Y*
- 17.03%
SNEX vs. CSWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNEX StoneX Group Inc. | 118.84% | 45.65% | 32.70% | 16.21% | 55.59% | 5.79% | 18.57% | 33.49% | -13.99% | 7.40% |
CSWC Capital Southwest Corporation | 10.72% | 14.28% | 2.14% | 56.10% | -24.63% | 57.40% | -1.56% | 22.80% | 29.52% | 9.99% |
Correlation
The correlation between SNEX and CSWC is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Nov 15, 1996 | 0.18 |
The correlation between SNEX and CSWC shifts across timeframes, from 0.18 (all time) to 0.31 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SNEX:
$11.31B
CSWC:
$1.45B
SNEX:
$7.78
CSWC:
$1.76
SNEX:
17.83
CSWC:
13.19
SNEX:
0.67
CSWC:
1.00
SNEX:
0.05
CSWC:
6.71
SNEX:
4.19
CSWC:
1.43
SNEX:
$152.34B
CSWC:
$222.04M
SNEX:
$47.64B
CSWC:
$172.70M
SNEX:
$2.46B
CSWC:
$142.78M
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Return for Risk
SNEX vs. CSWC — Risk / Return Rank
SNEX
CSWC
SNEX vs. CSWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for StoneX Group Inc. (SNEX) 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.
| SNEX | CSWC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.24 | ||
| Sortino ratioReturn per unit of downside risk | +1.71 | ||
| Omega ratioGain probability vs. loss probability | 1.52 | 1.21 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 7.02 | 1.43 | +5.59 |
| Martin ratioReturn relative to average drawdown | 17.98 | 4.58 | +13.40 |
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Drawdowns
SNEX vs. CSWC - Drawdown Comparison
The maximum SNEX drawdown since its inception was -97.89%, which is greater than CSWC's maximum drawdown of -68.33%. Use the drawdown chart below to compare losses from any high point for SNEX and CSWC.
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Drawdown Indicators
| SNEX | CSWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.89% | -68.33% | -29.56% |
Max Drawdown (1Y)Largest decline over 1 year | -20.91% | -15.75% | -5.16% |
Max Drawdown (3Y)Largest decline over 3 years | -20.91% | -27.74% | +6.83% |
Max Drawdown (5Y)Largest decline over 5 years | -24.07% | -33.66% | +9.59% |
Max Drawdown (10Y)Largest decline over 10 years | -48.65% | -61.15% | +12.50% |
Current DrawdownCurrent decline from peak | -0.16% | -2.70% | +2.54% |
Average DrawdownAverage peak-to-trough decline | -42.86% | -18.34% | -24.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.15% | 4.91% | +3.24% |
Volatility
SNEX vs. CSWC - Volatility Comparison
StoneX Group Inc. (SNEX) has a higher volatility of 12.39% compared to Capital Southwest Corporation (CSWC) at 4.82%. This indicates that SNEX'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
| SNEX | CSWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.39% | 4.82% | +7.57% |
Volatility (6M)Calculated over the trailing 6-month period | 30.98% | 14.02% | +16.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.87% | 18.93% | +23.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.24% | 22.53% | +12.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.55% | 27.42% | +9.13% |
Dividends
SNEX vs. CSWC - Dividend Comparison
SNEX has not paid dividends to shareholders, while CSWC's dividend yield for the trailing twelve months is around 11.04%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 11.04% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
SNEX StoneX Group Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
SNEX vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between StoneX Group Inc. 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
SNEX vs. CSWC - Profitability Comparison
SNEX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, StoneX Group Inc. reported a gross profit of 45.35B and revenue of 45.76B. Therefore, the gross margin over that period was 99.1%.
CSWC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
SNEX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, StoneX Group Inc. reported an operating income of 45.32B and revenue of 45.76B, resulting in an operating margin of 99.0%.
CSWC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Capital Southwest Corporation reported an operating income of 44.66M and revenue of 54.00M, resulting in an operating margin of 82.7%.
SNEX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, StoneX Group Inc. reported a net income of 174.30M and revenue of 45.76B, resulting in a net margin of 0.4%.
CSWC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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
SNEX and CSWC have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SNEX has higher volatility (12.39%) compared to CSWC (4.82%). In terms of maximum drawdown, SNEX dropped -97.89% vs CSWC's -68.33%.
SNEX currently has the higher Sharpe Ratio (3.43 vs 1.19), 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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