SNEX vs. CSWC
Compare and contrast key facts about StoneX Group Inc. (SNEX) and Capital Southwest Corporation (CSWC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SNEX or CSWC.
Correlation
The correlation between SNEX and CSWC is 0.17, 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
SNEX vs. CSWC - Performance Comparison
Key characteristics
SNEX:
2.65
CSWC:
-0.42
SNEX:
3.28
CSWC:
-0.41
SNEX:
1.43
CSWC:
0.94
SNEX:
4.90
CSWC:
-0.37
SNEX:
15.57
CSWC:
-1.01
SNEX:
5.58%
CSWC:
10.15%
SNEX:
32.76%
CSWC:
24.47%
SNEX:
-97.68%
CSWC:
-69.40%
SNEX:
-5.09%
CSWC:
-20.96%
Fundamentals
SNEX:
$3.86B
CSWC:
$995.45M
SNEX:
$5.65
CSWC:
$1.40
SNEX:
14.21
CSWC:
14.06
SNEX:
0.04
CSWC:
5.02
SNEX:
2.17
CSWC:
1.20
SNEX:
$86.14B
CSWC:
$117.10M
SNEX:
$1.63B
CSWC:
$114.50M
SNEX:
$1.32B
CSWC:
$80.44M
Returns By Period
In the year-to-date period, SNEX achieves a 22.93% return, which is significantly higher than CSWC's -7.08% return. Over the past 10 years, SNEX has outperformed CSWC with an annualized return of 19.08%, while CSWC has yielded a comparatively lower 10.61% annualized return.
SNEX
22.93%
0.50%
37.80%
85.80%
37.58%
19.08%
CSWC
-7.08%
-11.23%
-18.65%
-11.52%
25.17%
10.61%
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Risk-Adjusted Performance
SNEX vs. CSWC — Risk-Adjusted Performance Rank
SNEX
CSWC
SNEX vs. CSWC - Risk-Adjusted Performance 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.
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 12.91%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNEX StoneX Group Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CSWC Capital Southwest Corporation | 12.91% | 11.59% | 10.21% | 12.75% | 10.13% | 11.49% | 13.07% | 5.88% | 7.01% | 2.35% |
Drawdowns
SNEX vs. CSWC - Drawdown Comparison
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.
Volatility
SNEX vs. CSWC - Volatility Comparison
StoneX Group Inc. (SNEX) and Capital Southwest Corporation (CSWC) have volatilities of 15.59% and 16.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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