CODI-P-C vs CSWCZ
Comparison between Compass Diversified Holdings 7.875 PRF PERPETUAL USD 25 Ser C (CODI-P-C, Company) and Capital Southwest Corp (CSWCZ, Company).
CODI-P-C vs CSWCZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CODI-P-C vs CSWCZ - Historical Returns
Returns include dividend reinvestment.
CODI-P-C vs CSWCZ - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | CODI-P-C | CSWCZ |
|---|---|---|
| 2026 | +25.21% | +0.00% |
| 2025 | -18.26% | +3.88% |
| 2024 | +7.30% | +8.41% |
| 2023 | +17.21% | +2.86% |
| 2022 | -8.19% | N/A |
| 2021 | +13.90% | N/A |
| 2020 | +7.72% | N/A |
| 2019 | +4.02% | N/A |
CODI-P-C vs CSWCZ Drawdown Comparison
The maximum drawdown for CODI-P-C was -48.51%, occurring on May 21, 2025. Recovery took 318 trading sessions.
The maximum drawdown for CSWCZ was -2.85%, occurring on Jan 4, 2024. Recovery took 44 trading sessions.
The current CODI-P-C drawdown is -1.35%. The current CSWCZ drawdown is -0.88%.
| Rank | CODI-P-C | CSWCZ |
|---|---|---|
| #1 | -48.51% Jan 15, 2025 - Apr 23, 2026 | -2.85% Jan 3, 2024 - Mar 7, 2024 |
| #2 | -40.78% Feb 7, 2020 - Oct 8, 2020 | -2.01% Mar 14, 2025 - May 1, 2025 |
| #3 | -12.42% Aug 16, 2022 - Jan 17, 2023 | -1.93% Jul 18, 2024 - Aug 14, 2024 |
| #4 | -8.58% Feb 2, 2023 - Jun 30, 2023 | -1.87% Sep 29, 2023 - Dec 6, 2023 |
| #5 | -6.81% Jun 30, 2023 - Nov 3, 2023 | -1.53% Aug 14, 2024 - Sep 27, 2024 |
| #6 | -6.30% Aug 21, 2024 - Jan 14, 2025 | -1.34% Dec 19, 2024 - Jan 15, 2025 |
| #7 | -6.29% Feb 7, 2022 - Aug 4, 2022 | -1.34% Jun 27, 2023 - Aug 29, 2023 |
| #8 | -4.65% Oct 8, 2020 - Nov 4, 2020 | -1.33% Sep 3, 2025 - Sep 10, 2025 |
| #9 | -4.63% Feb 23, 2024 - Apr 25, 2024 | -1.31% May 22, 2024 - Jul 15, 2024 |
| #10 | -3.78% Apr 23, 2026 - Apr 29, 2026 | -1.30% Mar 18, 2024 - Apr 12, 2024 |
| #11 | -3.58% May 3, 2021 - Jun 25, 2021 | -1.25% Apr 15, 2024 - Apr 29, 2024 |
| #12 | -3.51% Nov 3, 2023 - Dec 15, 2023 | -1.06% Sep 1, 2023 - Sep 29, 2023 |
| #13 | -3.09% Sep 29, 2021 - Oct 14, 2021 | -1.03% Sep 27, 2024 - Oct 14, 2024 |
| #14 | -2.79% May 2, 2024 - Jul 19, 2024 | -0.96% May 9, 2024 - May 22, 2024 |
| #15 | -2.44% Aug 5, 2021 - Sep 13, 2021 | -0.90% Jun 10, 2025 - Jul 15, 2025 |
Correlation
Correlation between CODI-P-C and CSWCZ is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2020 - 2026)
CODI-P-C vs CSWCZ dividend yield comparison.
| Year | CODI-P-C | CSWCZ |
|---|---|---|
| 2026 | 4.49% | 0.00% |
| 2025 | 10.85% | 5.73% |
| 2024 | 7.95% | 7.52% |
| 2023 | 7.89% | 0.99% |
| 2022 | 8.63% | 0.00% |
| 2021 | 7.31% | 0.00% |
| 2020 | 7.26% | 0.00% |
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