BCAT vs CSWCZ

Comparison between BlackRock Capital Allocation Term Trust (BCAT, Company) and Capital Southwest Corp (CSWCZ, Company).

Both BCAT and CSWCZ are from the Financial Services sector.

BCAT vs CSWCZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BCAT(COMPANY)	CSWCZ(COMPANY)
Market Cap	$1.64B	$1.64B
Max Drawdown	44.30%	5.20%
Sharpe Ratio	1.83	-0.22
5Y Beta	0.56	N/A
Industry	Asset Management	Asset Management
P/E Ratio	7.51	16.19
PEG Ratio	0.53	N/A
Dividend Yield	N/A	8.00%
5Y Dividends CAGR	40.91%	N/A
5Y EPS CAGR	12.69%	N/A
Debt to Equity	0.00%	109.27%
Free Cash Flow Yield	20.04%	-16.21%
P/S Ratio	7.41	8.73
P/B Ratio	1.04	1.74

Market Cap

BCAT

$1.64B

Winner

CSWCZ

$1.64B

Max Drawdown

BCAT

44.30%

Winner

CSWCZ

5.20%

Sharpe Ratio

Winner

BCAT

1.83

CSWCZ

-0.22

5Y Beta

BCAT

0.56

CSWCZ

N/A

Industry

BCAT

Asset Management

CSWCZ

Asset Management

P/E Ratio

Winner

BCAT

7.51

CSWCZ

16.19

PEG Ratio

BCAT

0.53

CSWCZ

N/A

Dividend Yield

BCAT

N/A

CSWCZ

8.00%

5Y Dividends CAGR

BCAT

40.91%

CSWCZ

N/A

5Y EPS CAGR

BCAT

12.69%

CSWCZ

N/A

Debt to Equity

Winner

BCAT

0.00%

CSWCZ

109.27%

Free Cash Flow Yield

Winner

BCAT

20.04%

CSWCZ

-16.21%

P/S Ratio

Winner

BCAT

7.41

CSWCZ

8.73

P/B Ratio

Winner

BCAT

1.04

CSWCZ

1.74

BCAT vs CSWCZ - Historical Returns

Returns include dividend reinvestment.

Period	BCAT	CSWCZ
1 month	+2.44%	+0.00%
3 months	+7.06%	+0.00%
6 months	+18.15%	+0.00%
1 year	+26.18%	+1.48%
5 years(CAGR)	+7.29%	N/A
Max(CAGR)	+8.47%	+5.35%

Winner

BCAT

+2.44%

CSWCZ

+0.00%

Winner

BCAT

+7.06%

CSWCZ

+0.00%

Winner

BCAT

+18.15%

CSWCZ

+0.00%

Winner

BCAT

+26.18%

CSWCZ

+1.48%

5Y(CAGR)

BCAT

+7.29%

CSWCZ

N/A

Max(CAGR)

Winner

BCAT

+8.47%

CSWCZ

+5.35%

BCAT vs CSWCZ - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	BCAT	CSWCZ
2026	+17.88%	+0.00%
2025	+16.32%	+3.88%
2024	+19.78%	+8.41%
2023	+17.82%	+2.86%
2022	-22.68%	N/A
2021	-4.09%	N/A
2020	+9.35%	N/A

BCAT vs CSWCZ Drawdown Comparison

The maximum drawdown for BCAT was -36.11%, occurring on Oct 7, 2022. Recovery took 954 trading sessions.

The maximum drawdown for CSWCZ was -2.85%, occurring on Jan 4, 2024. Recovery took 44 trading sessions.

The current BCAT drawdown is -2.98%. The current CSWCZ drawdown is -0.88%.

Rank	BCAT	CSWCZ
#1	-36.11% Feb 10, 2021 - Nov 25, 2024	-2.85% Jan 3, 2024 - Mar 7, 2024
#2	-13.69% Feb 13, 2025 - May 12, 2025	-2.01% Mar 14, 2025 - May 1, 2025
#3	-8.89% Dec 22, 2020 - Feb 9, 2021	-1.93% Jul 18, 2024 - Aug 14, 2024
#4	-7.97% Mar 4, 2026 - Apr 21, 2026	-1.87% Sep 29, 2023 - Dec 6, 2023
#5	-6.09% Dec 11, 2024 - Feb 13, 2025	-1.53% Aug 14, 2024 - Sep 27, 2024
#6	-4.61% Sep 15, 2025 - Dec 3, 2025	-1.34% Dec 19, 2024 - Jan 15, 2025
#7	-3.79% Oct 20, 2020 - Nov 9, 2020	-1.34% Jun 27, 2023 - Aug 29, 2023
#8	-2.98% Jun 1, 2026 - Jun 5, 2026	-1.33% Sep 3, 2025 - Sep 10, 2025
#9	-2.85% May 13, 2025 - Jun 2, 2025	-1.31% May 22, 2024 - Jul 15, 2024
#10	-2.84% Aug 13, 2025 - Aug 29, 2025	-1.30% Mar 18, 2024 - Apr 12, 2024
#11	-2.41% Dec 5, 2025 - Jan 2, 2026	-1.25% Apr 15, 2024 - Apr 29, 2024
#12	-2.01% May 13, 2026 - May 21, 2026	-1.06% Sep 1, 2023 - Sep 29, 2023
#13	-1.78% Nov 18, 2020 - Nov 30, 2020	-1.03% Sep 27, 2024 - Oct 14, 2024
#14	-1.53% Jul 18, 2025 - Aug 8, 2025	-0.96% May 9, 2024 - May 22, 2024
#15	-1.33% Jun 10, 2025 - Jun 24, 2025	-0.90% Jun 10, 2025 - Jul 15, 2025