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.
Key characteristics
| WHF | ARCC | |
|---|---|---|
| YTD Return | -3.61% | 15.25% |
| 1Y Return | 0.47% | 20.64% |
| 3Y Return (Ann) | -0.22% | 11.19% |
| 5Y Return (Ann) | 6.63% | 13.32% |
| 10Y Return (Ann) | 10.83% | 13.09% |
| Sharpe Ratio | 0.05 | 1.81 |
| Sortino Ratio | 0.19 | 2.55 |
| Omega Ratio | 1.02 | 1.33 |
| Calmar Ratio | 0.07 | 2.96 |
| Martin Ratio | 0.21 | 12.55 |
| Ulcer Index | 4.68% | 1.64% |
| Daily Std Dev | 17.60% | 11.38% |
| Max Drawdown | -57.48% | -79.36% |
| Current Drawdown | -13.22% | -0.87% |
Fundamentals
| WHF | ARCC | |
|---|---|---|
| Market Cap | $246.14M | $13.91B |
| EPS | $0.45 | $2.60 |
| PE Ratio | 23.53 | 8.28 |
| PEG Ratio | 1.01 | 3.95 |
| Total Revenue (TTM) | $79.68M | $2.34B |
| Gross Profit (TTM) | $85.70M | $1.99B |
| EBITDA (TTM) | $46.68M | $1.30B |
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
In the year-to-date period, WHF achieves a -3.61% return, which is significantly lower than ARCC's 15.25% return. Over the past 10 years, WHF has underperformed ARCC with an annualized return of 10.83%, while ARCC has yielded a comparatively higher 13.09% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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 16.86%, more than ARCC's 8.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHF WhiteHorse Finance, Inc. | 16.86% | 12.60% | 11.26% | 10.03% | 11.35% | 11.79% | 11.16% | 13.23% | 11.67% | 12.37% | 12.29% | 9.40% |
ARCC Ares Capital Corporation | 8.92% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% | 8.84% |
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
WhiteHorse Finance, Inc. (WHF) has a higher volatility of 7.14% compared to Ares Capital Corporation (ARCC) at 3.27%. This indicates that WHF's price experiences larger fluctuations and is considered to be riskier 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