WHF vs. ARCC
Compare and contrast key facts about WhiteHorse Finance, Inc. (WHF) and Ares Capital Corporation (ARCC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WHF or ARCC.
Correlation
The correlation between WHF and ARCC is 0.34, 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
WHF vs. ARCC - Performance Comparison
Key characteristics
WHF:
-0.64
ARCC:
0.58
WHF:
-0.77
ARCC:
0.96
WHF:
0.91
ARCC:
1.15
WHF:
-0.57
ARCC:
0.59
WHF:
-1.34
ARCC:
3.52
WHF:
9.87%
ARCC:
3.16%
WHF:
20.73%
ARCC:
19.12%
WHF:
-57.48%
ARCC:
-79.36%
WHF:
-19.19%
ARCC:
-10.38%
Fundamentals
WHF:
$212.44M
ARCC:
$14.28B
WHF:
$0.47
ARCC:
$2.44
WHF:
19.45
ARCC:
8.55
WHF:
1.01
ARCC:
3.95
WHF:
$51.76M
ARCC:
$2.28B
WHF:
$46.20M
ARCC:
$1.54B
WHF:
$24.66M
ARCC:
$1.40B
Returns By Period
In the year-to-date period, WHF achieves a -1.89% return, which is significantly higher than ARCC's -2.52% return. Over the past 10 years, WHF has underperformed ARCC with an annualized return of 9.27%, while ARCC has yielded a comparatively higher 12.24% annualized return.
WHF
-1.89%
-5.03%
-11.94%
-14.28%
18.62%
9.27%
ARCC
-2.52%
-4.95%
3.82%
11.28%
20.76%
12.24%
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Risk-Adjusted Performance
WHF vs. ARCC — Risk-Adjusted Performance Rank
WHF
ARCC
WHF vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WhiteHorse Finance, Inc. (WHF) and Ares Capital Corporation (ARCC). 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
WHF vs. ARCC - Dividend Comparison
WHF's dividend yield for the trailing twelve months is around 19.53%, more than ARCC's 9.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHF WhiteHorse Finance, Inc. | 19.53% | 18.44% | 12.60% | 11.26% | 10.03% | 11.35% | 11.79% | 11.16% | 13.23% | 11.67% | 12.37% | 12.29% |
ARCC Ares Capital Corporation | 9.20% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% |
Drawdowns
WHF vs. ARCC - Drawdown Comparison
The maximum WHF drawdown since its inception was -57.48%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for WHF and ARCC. For additional features, visit the drawdowns tool.
Volatility
WHF vs. ARCC - Volatility Comparison
The current volatility for WhiteHorse Finance, Inc. (WHF) is 9.35%, while Ares Capital Corporation (ARCC) has a volatility of 14.41%. This indicates that WHF experiences smaller price fluctuations and is considered to be less risky than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WHF vs. ARCC - Financials Comparison
This section allows you to compare key financial metrics between WhiteHorse Finance, Inc. and Ares Capital 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