CSWC vs AXL

Comparison between Capital Southwest Corp (CSWC, Company) and American Axle & Manufacturing Holdings Inc (AXL, Company).

CSWC is from the Financial Services sector, while AXL is from the Consumer Cyclical sector.

5-Year PerformanceCSWC has outperformed AXL, delivering a return of +8.6% compared to -12.2%

CSWC vs AXL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSWC(COMPANY)	AXL(COMPANY)
Market Cap	$1.43B	$1.43B
Max Drawdown	84.38%	99.31%
Sharpe Ratio	1.10	0.82
5Y Beta	0.76	N/A
Industry	Asset Management	Auto Parts
P/E Ratio	44.17	-9.31
Forward P/E	11.10	13.00
PEG Ratio	1.85	N/A
Dividend Yield	9.97%	N/A
5Y Dividends CAGR	7.53%	N/A
5Y EPS CAGR	N/A	27.76%
Debt to Equity	111.89%	350.72%
Free Cash Flow Yield	-13.57%	0.03%
P/S Ratio	6.30	N/A
P/B Ratio	1.45	N/A

Market Cap

CSWC

$1.43B

Winner

AXL

$1.43B

Max Drawdown

Winner

CSWC

84.38%

AXL

99.31%

Sharpe Ratio

Winner

CSWC

1.10

AXL

0.82

5Y Beta

CSWC

0.76

AXL

N/A

Industry

CSWC

Asset Management

AXL

Auto Parts

P/E Ratio

CSWC

44.17

Winner

AXL

-9.31

Forward P/E

Winner

CSWC

11.10

AXL

13.00

PEG Ratio

CSWC

1.85

AXL

N/A

Dividend Yield

CSWC

9.97%

AXL

N/A

5Y Dividends CAGR

CSWC

7.53%

AXL

N/A

5Y EPS CAGR

CSWC

N/A

AXL

27.76%

Debt to Equity

Winner

CSWC

111.89%

AXL

350.72%

Free Cash Flow Yield

CSWC

-13.57%

Winner

AXL

0.03%

P/S Ratio

CSWC

6.30

AXL

N/A

P/B Ratio

CSWC

1.45

AXL

N/A

CSWC vs AXL - Historical Returns

Returns include dividend reinvestment.

Period	CSWC	AXL
1 month	-0.20%	-2.01%
3 months	+11.45%	+19.59%
6 months	+11.79%	-0.63%
1 year	+25.01%	+43.02%
5 years(CAGR)	+8.59%	-12.17%
10 years(CAGR)	+17.29%	-8.70%
Max(CAGR)	+10.87%	-2.35%

Winner

CSWC

-0.20%

AXL

-2.01%

CSWC

+11.45%

Winner

AXL

+19.59%

Winner

CSWC

+11.79%

AXL

-0.63%

CSWC

+25.01%

Winner

AXL

+43.02%

5Y(CAGR)

Winner

CSWC

+8.59%

AXL

-12.17%

10Y(CAGR)

Winner

CSWC

+17.29%

AXL

-8.70%

Max(CAGR)

Winner

CSWC

+10.87%

AXL

-2.35%

CSWC vs AXL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CSWC	AXL
2026	+10.42%	-2.16%
2025	+12.53%	+11.28%
2024	+2.15%	-33.30%
2023	+53.93%	+14.71%
2022	-25.09%	-18.29%
2021	+56.93%	+14.90%
2020	-2.17%	-23.97%
2019	+19.44%	-5.11%
2018	+26.83%	-36.46%
2017	+8.74%	-12.58%
2016	+15.11%	+4.21%
2015	-0.79%	-17.33%
2014	+11.11%	+11.83%
2013	+36.73%	+74.34%
2012	+47.03%	+6.77%
2011	-21.49%	-26.85%
2010	+30.32%	+46.80%
2009	-26.01%	+191.64%
2008	-3.80%	-83.62%
2007	-5.44%	+2.72%
2006	+40.63%	+5.73%
2005	+15.79%	-36.94%
2004	+26.98%	-23.53%
2003	+24.14%	+67.51%
2002	-22.47%	+11.58%
2001	+26.63%	+169.34%
2000	-11.61%	-33.85%
1999	-12.71%	-11.01%

CSWC vs AXL Drawdown Comparison

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

The maximum drawdown for AXL was -99.21%, occurring on Mar 9, 2009. This drawdown has not yet recovered.

The current CSWC drawdown is -2.33%. The current AXL drawdown is -82.76%.

Rank	CSWC	AXL
#1	-68.36% May 22, 2007 - May 28, 2013	-99.21% Jan 7, 2004 - Mar 9, 2009
#2	-61.24% Jan 22, 2020 - Feb 2, 2021	-65.07% Jan 12, 2000 - Jul 10, 2001
#3	-42.37% May 31, 2002 - Apr 5, 2004	-53.71% Jul 18, 2001 - Jan 18, 2002
#4	-37.14% Nov 12, 1999 - Apr 9, 2002	-46.12% May 15, 2002 - Nov 12, 2003
#5	-33.55% Oct 25, 2021 - Sep 18, 2023	-15.56% Jan 31, 2002 - Mar 1, 2002
#6	-28.70% May 19, 2015 - Oct 2, 2017	-14.35% Nov 3, 1999 - Jan 7, 2000
#7	-27.79% Jul 11, 2024 - Jan 8, 2026	-10.68% Mar 12, 2002 - Apr 8, 2002
#8	-18.91% Dec 7, 2006 - Mar 21, 2007	-8.81% Mar 6, 2002 - Mar 12, 2002
#9	-16.17% Jul 12, 2013 - Jul 1, 2014	-6.80% Apr 16, 2002 - May 3, 2002
#10	-15.28% Dec 12, 2018 - Jan 8, 2019	-5.72% Dec 1, 2003 - Dec 26, 2003
#11	-15.01% Sep 2, 2014 - Dec 18, 2014	-5.06% Nov 13, 2003 - Nov 24, 2003
#12	-14.99% Jun 8, 2021 - Sep 3, 2021	-4.14% Jan 23, 2002 - Jan 30, 2002
#13	-14.20% Jun 17, 2004 - May 18, 2005	-1.84% May 10, 2002 - May 14, 2002
#14	-12.34% Jul 12, 2005 - Jan 17, 2006	-1.20% Jul 16, 2001 - Jul 18, 2001
#15	-11.17% Oct 12, 2017 - Mar 8, 2018	-1.12% Jul 12, 2001 - Jul 16, 2001

Correlation

Correlation between CSWC and AXL is -0.49 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.49

-101

Dividend Comparison (1999 - 2026)

CSWC vs AXL dividend yield comparison.

Year	CSWC	AXL
2026	4.36%	0.00%
2025	11.56%	0.00%
2024	11.59%	0.00%
2023	10.21%	0.00%
2022	12.46%	0.00%
2021	10.13%	0.00%
2020	11.49%	0.00%
2019	13.07%	0.00%
2018	10.77%	0.00%
2017	7.01%	0.00%
2016	2.35%	0.00%
2015	216.86%	0.00%
2014	0.53%	0.00%
2013	2.55%	0.00%
2012	18.46%	0.00%
2011	0.98%	0.00%
2010	0.77%	0.00%
2009	1.02%	0.00%
2008	3.01%	11.76%
2007	0.51%	3.22%
2006	0.48%	3.16%
2005	0.66%	3.27%
2004	0.76%	1.47%
2003	0.97%	0.00%
2002	1.19%	0.00%
2001	0.91%	0.00%
2000	0.38%	0.00%
1999	0.67%	0.00%