TRIN vs. CSWC
TRIN (Trinity Capital Inc.) and CSWC (Capital Southwest Corporation) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 5 years, TRIN returned 21.17%/yr vs 12.18%/yr for CSWC. At a 0.45 correlation, their price movements are largely independent.
Performance
TRIN vs. CSWC - Performance Comparison
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Returns By Period
In the year-to-date period, TRIN achieves a 37.03% return, which is significantly higher than CSWC's 12.25% return.
TRIN
- 1D
- 4.05%
- 1M
- 12.80%
- YTD
- 37.03%
- 6M
- 37.44%
- 1Y
- 55.25%
- 3Y*
- 29.05%
- 5Y*
- 21.17%
- 10Y*
- —
CSWC
- 1D
- 1.60%
- 1M
- 2.39%
- YTD
- 12.25%
- 6M
- 13.58%
- 1Y
- 20.53%
- 3Y*
- 18.48%
- 5Y*
- 12.18%
- 10Y*
- 17.25%
TRIN vs. CSWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
TRIN Trinity Capital Inc. | 37.03% | 16.01% | 14.83% | 53.97% | -26.60% | 36.20% |
CSWC Capital Southwest Corporation | 12.25% | 14.28% | 2.14% | 56.10% | -24.63% | 52.42% |
Correlation
The correlation between TRIN and CSWC is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Jan 29, 2021 | 0.45 |
Over the past year, TRIN and CSWC have become more correlated (0.69) than their long-term average of 0.45, meaning their price movements have been converging.
Fundamentals
TRIN:
$1.48B
CSWC:
$1.47B
TRIN:
$1.99
CSWC:
$1.75
TRIN:
8.91
CSWC:
13.47
TRIN:
4.97
CSWC:
6.85
TRIN:
1.27
CSWC:
1.45
TRIN:
$276.05M
CSWC:
$222.04M
TRIN:
$219.75M
CSWC:
$172.70M
TRIN:
$195.35M
CSWC:
$142.78M
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Return for Risk
TRIN vs. CSWC — Risk / Return Rank
TRIN
CSWC
TRIN vs. CSWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Trinity Capital Inc. (TRIN) 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.
| TRIN | CSWC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.52 | ||
| Sortino ratioReturn per unit of downside risk | +1.85 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.20 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 3.70 | 1.31 | +2.40 |
| Martin ratioReturn relative to average drawdown | 9.32 | 4.18 | +5.14 |
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Drawdowns
TRIN vs. CSWC - Drawdown Comparison
The maximum TRIN drawdown since its inception was -43.12%, smaller than the maximum CSWC drawdown of -68.33%. Use the drawdown chart below to compare losses from any high point for TRIN and CSWC.
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Drawdown Indicators
| TRIN | CSWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.12% | -68.33% | +25.21% |
Max Drawdown (1Y)Largest decline over 1 year | -14.99% | -15.75% | +0.76% |
Max Drawdown (3Y)Largest decline over 3 years | -15.58% | -27.74% | +12.16% |
Max Drawdown (5Y)Largest decline over 5 years | -43.12% | -33.66% | -9.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -61.15% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.36% | +1.36% |
Average DrawdownAverage peak-to-trough decline | -8.84% | -18.33% | +9.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.94% | 4.92% | +1.02% |
Volatility
TRIN vs. CSWC - Volatility Comparison
Trinity Capital Inc. (TRIN) has a higher volatility of 8.33% compared to Capital Southwest Corporation (CSWC) at 5.07%. This indicates that TRIN'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
| TRIN | CSWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.33% | 5.07% | +3.26% |
Volatility (6M)Calculated over the trailing 6-month period | 16.90% | 14.21% | +2.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.27% | 18.93% | +2.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.81% | 22.51% | +4.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.03% | 27.42% | -0.39% |
Dividends
TRIN vs. CSWC - Dividend Comparison
TRIN's dividend yield for the trailing twelve months is around 19.93%, more than CSWC's 10.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSWC Capital Southwest Corporation | 10.89% | 11.56% | 11.59% | 10.21% | 12.46% | 10.13% | 11.49% | 13.07% | 10.77% | 7.01% | 2.35% | 216.86% |
TRIN Trinity Capital Inc. | 19.93% | 13.92% | 14.10% | 14.04% | 21.32% | 7.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
TRIN vs. CSWC - Financials Comparison
This section allows you to compare key financial metrics between Trinity Capital 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
TRIN vs. CSWC - Profitability Comparison
TRIN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Trinity Capital Inc. reported a gross profit of 66.05M and revenue of 83.32M. Therefore, the gross margin over that period was 79.3%.
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%.
TRIN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Trinity Capital Inc. reported an operating income of 61.68M and revenue of 83.32M, resulting in an operating margin of 74.0%.
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%.
TRIN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Trinity Capital Inc. reported a net income of 45.52M and revenue of 83.32M, resulting in a net margin of 54.6%.
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
TRIN and CSWC have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TRIN has higher volatility (8.33%) compared to CSWC (5.07%). In terms of maximum drawdown, TRIN dropped -43.12% vs CSWC's -68.33%.
TRIN currently has the higher Sharpe Ratio (2.62 vs 1.09), 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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