BALI vs OXLC
Comparison between BlackRock Advantage Large Cap Income ETF (BALI, ETF) and Oxford Lane Capital Corp (OXLC, ETF).
BALI vs OXLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BALI
$1.10B
OXLC
$1.10B
Expense Ratio
BALI
0.35%
OXLC
N/A
Max Drawdown
Winner
BALI
18.92%
OXLC
91.93%
Sharpe Ratio
Winner
BALI
2.18
OXLC
-1.45
5Y Beta
BALI
0.82
Winner
OXLC
0.69
P/E Ratio
BALI
25.03
OXLC
N/A
Forward P/E
BALI
20.15
OXLC
N/A
5Y Dividends CAGR
BALI
N/A
OXLC
2.32%
5Y EPS CAGR
BALI
25.82%
OXLC
N/A
Debt to Equity
BALI
-15.37%
OXLC
N/A
P/S Ratio
BALI
2.88
OXLC
N/A
P/B Ratio
BALI
5.08
OXLC
N/A
BALI vs OXLC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BALI
+6.70%
OXLC
+5.76%
3M
Winner
BALI
+6.31%
OXLC
+5.55%
6M
Winner
BALI
+9.51%
OXLC
-19.58%
1Y
Winner
BALI
+26.11%
OXLC
-41.80%
5Y(CAGR)
BALI
N/A
OXLC
-5.04%
10Y(CAGR)
BALI
N/A
OXLC
+4.16%
Max(CAGR)
Winner
BALI
+21.61%
OXLC
+3.04%
BALI vs OXLC - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | BALI | OXLC |
|---|---|---|
| 2026 | +8.72% | -23.20% |
| 2025 | +14.52% | -24.65% |
| 2024 | +22.61% | +23.84% |
| 2023 | +9.51% | +14.29% |
| 2022 | N/A | -27.46% |
| 2021 | N/A | +57.30% |
| 2020 | N/A | -15.25% |
| 2019 | N/A | -2.92% |
| 2018 | N/A | +10.99% |
| 2017 | N/A | +11.56% |
| 2016 | N/A | +35.17% |
| 2015 | N/A | -20.64% |
| 2014 | N/A | -0.72% |
| 2013 | N/A | +26.27% |
| 2012 | N/A | +30.32% |
| 2011 | N/A | -25.72% |
BALI vs OXLC Drawdown Comparison
The maximum drawdown for BALI was -16.62%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.
The maximum drawdown for OXLC was -74.42%, occurring on Mar 18, 2020. Recovery took 469 trading sessions.
The current BALI drawdown is -0.06%. The current OXLC drawdown is -43.44%.
| Rank | BALI | OXLC |
|---|---|---|
| #1 | -16.62% Dec 5, 2024 - Jun 30, 2025 | -74.42% Jul 24, 2019 - Jun 3, 2021 |
| #2 | -7.74% Jul 16, 2024 - Sep 19, 2024 | -57.10% May 16, 2025 - Mar 13, 2026 |
| #3 | -6.71% Feb 25, 2026 - Apr 14, 2026 | -56.97% Jun 3, 2015 - Nov 16, 2016 |
| #4 | -5.26% Oct 16, 2023 - Nov 7, 2023 | -36.81% Feb 2, 2022 - Jun 7, 2024 |
| #5 | -4.79% Mar 28, 2024 - May 14, 2024 | -33.15% May 11, 2011 - Nov 6, 2012 |
| #6 | -3.64% Nov 11, 2025 - Nov 28, 2025 | -24.62% Aug 9, 2018 - Apr 8, 2019 |
| #7 | -2.77% Oct 8, 2025 - Oct 27, 2025 | -14.40% Feb 18, 2025 - May 14, 2025 |
| #8 | -2.24% Jul 25, 2025 - Aug 8, 2025 | -13.23% Feb 19, 2014 - May 28, 2015 |
| #9 | -2.16% Feb 2, 2026 - Feb 25, 2026 | -12.86% Feb 2, 2011 - May 11, 2011 |
| #10 | -2.13% Oct 18, 2024 - Nov 6, 2024 | -12.83% Nov 1, 2017 - Feb 8, 2018 |
| #11 | -2.07% Dec 11, 2025 - Dec 23, 2025 | -12.01% Nov 2, 2021 - Jan 11, 2022 |
| #12 | -2.03% Nov 11, 2024 - Nov 26, 2024 | -10.64% Apr 5, 2017 - Aug 21, 2017 |
| #13 | -1.96% Jan 12, 2026 - Jan 26, 2026 | -9.60% May 21, 2013 - Nov 27, 2013 |
| #14 | -1.68% May 21, 2024 - Jun 5, 2024 | -9.24% Jun 4, 2021 - Oct 11, 2021 |
| #15 | -1.55% Oct 29, 2025 - Nov 11, 2025 | -8.40% May 18, 2018 - Aug 1, 2018 |
Correlation
Correlation between BALI and OXLC is -0.41 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.41
-101
Dividend Comparison (2011 - 2026)
BALI vs OXLC dividend yield comparison.
| Year | BALI | OXLC |
|---|---|---|
| 2026 | 2.82% | 13.85% |
| 2025 | 8.51% | 35.86% |
| 2024 | 7.13% | 20.12% |
| 2023 | 2.13% | 18.83% |
| 2022 | 0.00% | 17.75% |
| 2021 | 0.00% | 10.51% |
| 2020 | 0.00% | 22.46% |
| 2019 | 0.00% | 19.85% |
| 2018 | 0.00% | 16.70% |
| 2017 | 0.00% | 17.91% |
| 2016 | 0.00% | 22.84% |
| 2015 | 0.00% | 24.10% |
| 2014 | 0.00% | 16.72% |
| 2013 | 0.00% | 12.69% |
| 2012 | 0.00% | 14.30% |
| 2011 | 0.00% | 13.14% |
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