CICB vs WLTH

Comparison between CION Investment Corporation 7.50 Notes due 2029 (CICB, Company) and Wealthfront Corp (WLTH, Company).

CICB vs WLTH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CICB(COMPANY)	WLTH(COMPANY)
Market Cap	$1.26B	$1.26B
Max Drawdown	5.54%	49.26%
Sharpe Ratio	0.73	-1.27
5Y Beta	0.03	1.85
Industry	N/A	Software - Application
P/E Ratio	70.87	3.81
Forward P/E	N/A	13.14
Dividend Yield	5.58%	N/A
Debt to Equity	175.58%	0.00%
Free Cash Flow Yield	5.25%	22.48%

Market Cap

CICB

$1.26B

Winner

WLTH

$1.26B

Max Drawdown

Winner

CICB

5.54%

WLTH

49.26%

Sharpe Ratio

Winner

CICB

0.73

WLTH

-1.27

5Y Beta

Winner

CICB

0.03

WLTH

1.85

Industry

CICB

N/A

WLTH

Software - Application

P/E Ratio

CICB

70.87

Winner

WLTH

3.81

Forward P/E

CICB

N/A

WLTH

13.14

Dividend Yield

CICB

5.58%

WLTH

N/A

Debt to Equity

CICB

175.58%

Winner

WLTH

0.00%

Free Cash Flow Yield

CICB

5.25%

Winner

WLTH

22.48%

CICB vs WLTH - Historical Returns

Returns include dividend reinvestment.

Period	CICB	WLTH
1 month	+1.32%	-29.93%
3 months	+1.72%	+7.25%
6 months	+1.18%	-33.10%
1 year	+9.13%	N/A
Max(CAGR)	+7.13%	-63.84%

Winner

CICB

+1.32%

WLTH

-29.93%

CICB

+1.72%

Winner

WLTH

+7.25%

Winner

CICB

+1.18%

WLTH

-33.10%

CICB

+9.13%

WLTH

N/A

Max(CAGR)

Winner

CICB

+7.13%

WLTH

-63.84%

CICB vs WLTH - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	CICB	WLTH
2026	+2.06%	-36.23%
2025	+7.51%	-4.23%
2024	+1.87%	N/A

CICB vs WLTH Drawdown Comparison

The maximum drawdown for CICB was -2.56%, occurring on Apr 11, 2025. Recovery took 55 trading sessions.

The maximum drawdown for WLTH was -49.26%, occurring on Feb 12, 2026. This drawdown has not yet recovered.

The current CICB drawdown is -0.52%. The current WLTH drawdown is -40.59%.

Rank	CICB	WLTH
#1	-2.56% Mar 27, 2025 - Jun 16, 2025	-49.26% Dec 12, 2025 - Feb 12, 2026
#2	-2.51% Oct 28, 2024 - Mar 14, 2025	N/A
#3	-1.93% Oct 3, 2025 - Oct 24, 2025	N/A
#4	-1.80% Dec 26, 2025 - Apr 7, 2026	N/A
#5	-1.69% Oct 30, 2025 - Nov 12, 2025	N/A
#6	-1.47% Apr 7, 2026 - Apr 30, 2026	N/A
#7	-1.15% Apr 30, 2026 - Jun 15, 2026	N/A
#8	-1.14% Sep 24, 2025 - Oct 3, 2025	N/A
#9	-1.14% Aug 18, 2025 - Sep 5, 2025	N/A
#10	-1.10% Oct 24, 2025 - Oct 30, 2025	N/A
#11	-1.01% Jun 27, 2025 - Jul 11, 2025	N/A
#12	-0.84% Jul 17, 2025 - Jul 21, 2025	N/A
#13	-0.82% Nov 12, 2025 - Nov 26, 2025	N/A
#14	-0.76% Jul 21, 2025 - Aug 5, 2025	N/A
#15	-0.70% Nov 28, 2025 - Dec 15, 2025	N/A

Correlation

Correlation between CICB and WLTH is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.35

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