SNEX vs. CSWC

In the year-to-date period, SNEX achieves a 2.13% return, which is significantly higher than CSWC's 0.82% return. Over the past 10 years, SNEX has outperformed CSWC with an annualized return of 22.36%, while CSWC has yielded a comparatively lower 13.41% annualized return.

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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.

The current SNEX Sharpe Ratio is 1.49, which is higher than the CSWC Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of SNEX and CSWC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SNEX has not paid dividends to shareholders, while CSWC's dividend yield for the trailing twelve months is around 11.50%.

The maximum SNEX drawdown since its inception was -97.68%, which is greater than CSWC's maximum drawdown of -69.40%. Use the drawdown chart below to compare losses from any high point for SNEX and CSWC. For additional features, visit the drawdowns tool.

StoneX Group Inc. (SNEX) has a higher volatility of 9.26% compared to Capital Southwest Corporation (CSWC) at 4.26%. 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.

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.