AFGE vs CSWC

Comparison between American Financial Group Inc (AFGE, Company) and Capital Southwest Corp (CSWC, Company).

AFGE is from the Financials sector, while CSWC is from the Financial Services sector.

5-Year PerformanceCSWC has outperformed AFGE, delivering a return of +8.7% compared to -4.7%

AFGE vs CSWC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AFGE(COMPANY)	CSWC(COMPANY)
Market Cap	$1.41B	$1.41B
Max Drawdown	42.82%	84.38%
Sharpe Ratio	0.09	1.19
5Y Beta	0.27	0.77
Industry	Insurance	Asset Management
P/E Ratio	1.77	43.59
Forward P/E	N/A	11.14
PEG Ratio	0.00	1.82
Dividend Yield	6.71%	9.86%
5Y Dividends CAGR	5.92%	7.53%
5Y EPS CAGR	27.24%	N/A
Debt to Equity	38.48%	111.89%
Free Cash Flow Yield	100.92%	-13.75%
P/S Ratio	N/A	6.23
P/B Ratio	N/A	1.43

Market Cap

Winner

AFGE

$1.41B

CSWC

$1.41B

Max Drawdown

Winner

AFGE

42.82%

CSWC

84.38%

Sharpe Ratio

AFGE

0.09

Winner

CSWC

1.19

5Y Beta

Winner

AFGE

0.27

CSWC

0.77

Industry

AFGE

Insurance

CSWC

Asset Management

P/E Ratio

Winner

AFGE

1.77

CSWC

43.59

Forward P/E

AFGE

N/A

CSWC

11.14

PEG Ratio

Winner

AFGE

0.00

CSWC

1.82

Dividend Yield

AFGE

6.71%

Winner

CSWC

9.86%

5Y Dividends CAGR

AFGE

5.92%

Winner

CSWC

7.53%

5Y EPS CAGR

AFGE

27.24%

CSWC

N/A

Debt to Equity

Winner

AFGE

38.48%

CSWC

111.89%

Free Cash Flow Yield

Winner

AFGE

100.92%

CSWC

-13.75%

P/S Ratio

AFGE

N/A

CSWC

6.23

P/B Ratio

AFGE

N/A

CSWC

1.43

AFGE vs CSWC - Historical Returns

Returns include dividend reinvestment.

Period	AFGE	CSWC
1 month	-2.46%	-3.70%
3 months	-4.49%	+6.27%
6 months	-1.39%	+12.19%
1 year	+3.70%	+27.71%
5 years(CAGR)	-4.65%	+8.72%
10 years(CAGR)	+0.09%	+17.14%
Max(CAGR)	+1.70%	+10.82%

Winner

AFGE

-2.46%

CSWC

-3.70%

AFGE

-4.49%

Winner

CSWC

+6.27%

AFGE

-1.39%

Winner

CSWC

+12.19%

AFGE

+3.70%

Winner

CSWC

+27.71%

5Y(CAGR)

AFGE

-4.65%

Winner

CSWC

+8.72%

10Y(CAGR)

AFGE

+0.09%

Winner

CSWC

+17.14%

Max(CAGR)

AFGE

+1.70%

Winner

CSWC

+10.82%

AFGE vs CSWC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AFGE	CSWC
2026	-2.78%	+8.87%
2025	-1.79%	+12.53%
2024	-2.12%	+2.15%
2023	+9.31%	+53.93%
2022	-27.29%	-25.09%
2021	+2.03%	+56.93%
2020	+5.30%	-2.17%
2019	+3.88%	+19.44%
2018	+4.44%	+26.83%
2017	+11.85%	+8.74%
2016	+1.78%	+15.11%
2015	+8.94%	-0.79%
2014	+3.76%	+11.11%
2013	N/A	+36.73%
2012	N/A	+47.03%
2011	N/A	-21.49%
2010	N/A	+30.32%
2009	N/A	-26.01%
2008	N/A	-3.80%
2007	N/A	-5.44%
2006	N/A	+40.63%
2005	N/A	+15.79%
2004	N/A	+26.98%
2003	N/A	+24.14%
2002	N/A	-22.47%
2001	N/A	+26.63%
2000	N/A	-11.61%
1999	N/A	-12.71%

AFGE vs CSWC Drawdown Comparison

The maximum drawdown for AFGE was -33.64%, occurring on Nov 7, 2022. This drawdown has not yet recovered.

The maximum drawdown for CSWC was -68.36%, occurring on Mar 9, 2009. Recovery took 1514 trading sessions.

The current AFGE drawdown is -23.50%. The current CSWC drawdown is -3.70%.

Rank	AFGE	CSWC
#1	-33.64% Aug 6, 2021 - Nov 7, 2022	-68.36% May 22, 2007 - May 28, 2013
#2	-10.46% Sep 7, 2016 - Apr 26, 2017	-61.24% Jan 22, 2020 - Feb 2, 2021
#3	-9.72% Dec 31, 2020 - Jun 14, 2021	-42.37% May 31, 2002 - Apr 5, 2004
#4	-6.56% Apr 24, 2015 - Sep 1, 2015	-37.14% Nov 12, 1999 - Apr 9, 2002
#5	-6.19% Sep 10, 2018 - Jan 2, 2019	-33.55% Oct 25, 2021 - Sep 18, 2023
#6	-4.87% Oct 26, 2015 - Mar 17, 2016	-28.70% May 19, 2015 - Oct 2, 2017
#7	-4.87% Jun 28, 2017 - Jun 14, 2018	-27.79% Jul 11, 2024 - Jan 8, 2026
#8	-3.62% Sep 25, 2020 - Dec 8, 2020	-18.91% Dec 7, 2006 - Mar 21, 2007
#9	-3.56% Jul 20, 2016 - Sep 7, 2016	-16.17% Jul 12, 2013 - Jul 1, 2014
#10	-3.27% Sep 2, 2015 - Oct 16, 2015	-15.28% Dec 12, 2018 - Jan 8, 2019
#11	-2.15% Aug 29, 2019 - Sep 18, 2020	-15.01% Sep 2, 2014 - Dec 18, 2014
#12	-2.14% Jul 6, 2018 - Sep 10, 2018	-14.99% Jun 8, 2021 - Sep 3, 2021
#13	-1.91% Aug 16, 2019 - Aug 29, 2019	-14.20% Jun 17, 2004 - May 18, 2005
#14	-1.82% Jan 29, 2015 - Feb 27, 2015	-12.34% Jul 12, 2005 - Jan 17, 2006
#15	-1.78% Oct 3, 2014 - Oct 31, 2014	-11.17% Oct 12, 2017 - Mar 8, 2018

Correlation

Correlation between AFGE and CSWC is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

0.20

-101

Dividend Comparison (1999 - 2026)

AFGE vs CSWC dividend yield comparison.

Year	AFGE	CSWC
2026	3.50%	4.42%
2025	6.65%	11.56%
2024	6.27%	11.59%
2023	5.76%	10.21%
2022	6.05%	12.46%
2021	4.17%	10.13%
2020	1.01%	11.49%
2019	4.63%	13.07%
2018	6.18%	10.77%
2017	5.96%	7.01%
2016	6.24%	2.35%
2015	6.00%	216.86%
2014	1.68%	0.53%
2013	0.00%	2.55%
2012	0.00%	18.46%
2011	0.00%	0.98%
2010	0.00%	0.77%
2009	0.00%	1.02%
2008	0.00%	3.01%
2007	0.00%	0.51%
2006	0.00%	0.48%
2005	0.00%	0.66%
2004	0.00%	0.76%
2003	0.00%	0.97%
2002	0.00%	1.19%
2001	0.00%	0.91%
2000	0.00%	0.38%
1999	0.00%	0.67%