CSWC vs ECAT

Comparison between Capital Southwest Corp (CSWC, Company) and BlackRock ESG Capital Allocation Term Trust (ECAT, Company).

Both CSWC and ECAT are from the Financial Services sector.

5-Year PerformanceCSWC has outperformed ECAT, delivering a return of +11.1% compared to +9.8%

CSWC vs ECAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSWC(COMPANY)	ECAT(COMPANY)
Market Cap	$1.56B	$1.54B
Max Drawdown	84.38%	36.48%
Sharpe Ratio	1.03	0.98
5Y Beta	0.75	0.69
Industry	Asset Management	Asset Management
P/E Ratio	56.40	7.37
Forward P/E	11.65	N/A
PEG Ratio	12.54	N/A
Dividend Yield	9.38%	21.50%
5Y Dividends CAGR	5.88%	N/A
Debt to Equity	115.37%	0.02%
Free Cash Flow Yield	-19.60%	22.35%
P/S Ratio	6.40	6.89
P/B Ratio	1.49	0.93

Market Cap

Winner

CSWC

$1.56B

ECAT

$1.54B

Max Drawdown

CSWC

84.38%

Winner

ECAT

36.48%

Sharpe Ratio

Winner

CSWC

1.03

ECAT

0.98

5Y Beta

CSWC

0.75

Winner

ECAT

0.69

Industry

CSWC

Asset Management

ECAT

Asset Management

P/E Ratio

CSWC

56.40

Winner

ECAT

7.37

Forward P/E

CSWC

11.65

ECAT

N/A

PEG Ratio

CSWC

12.54

ECAT

N/A

Dividend Yield

CSWC

9.38%

Winner

ECAT

21.50%

5Y Dividends CAGR

CSWC

5.88%

ECAT

N/A

Debt to Equity

CSWC

115.37%

Winner

ECAT

0.02%

Free Cash Flow Yield

CSWC

-19.60%

Winner

ECAT

22.35%

P/S Ratio

Winner

CSWC

6.40

ECAT

6.89

P/B Ratio

CSWC

1.49

Winner

ECAT

0.93

CSWC vs ECAT - Historical Returns

Returns include dividend reinvestment.

Period	CSWC	ECAT
1 month	+7.75%	+1.91%
3 months	+7.63%	+10.16%
6 months	+14.53%	+14.18%
1 year	+25.11%	+18.37%
5 years(CAGR)	+11.08%	+9.79%
10 years(CAGR)	+17.81%	N/A
Max(CAGR)	+11.15%	+9.79%

Winner

CSWC

+7.75%

ECAT

+1.91%

CSWC

+7.63%

Winner

ECAT

+10.16%

Winner

CSWC

+14.53%

ECAT

+14.18%

Winner

CSWC

+25.11%

ECAT

+18.37%

5Y(CAGR)

Winner

CSWC

+11.08%

ECAT

+9.79%

10Y(CAGR)

CSWC

+17.81%

ECAT

N/A

Max(CAGR)

Winner

CSWC

+11.15%

ECAT

+9.79%

CSWC vs ECAT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CSWC	ECAT
2026	+20.13%	+14.53%
2025	+12.53%	+16.70%
2024	+2.15%	+20.06%
2023	+53.93%	+31.13%
2022	-25.09%	-23.06%
2021	+56.93%	-6.24%
2020	-2.17%	N/A
2019	+19.44%	N/A
2018	+26.83%	N/A
2017	+8.74%	N/A
2016	+15.11%	N/A
2015	-0.79%	N/A
2014	+11.11%	N/A
2013	+36.73%	N/A
2012	+47.03%	N/A
2011	-21.49%	N/A
2010	+30.32%	N/A
2009	-26.01%	N/A
2008	-3.80%	N/A
2007	-5.44%	N/A
2006	+40.63%	N/A
2005	+15.79%	N/A
2004	+26.98%	N/A
2003	+24.14%	N/A
2002	-22.47%	N/A
2001	+26.63%	N/A
2000	-11.61%	N/A
1999	-12.71%	N/A

CSWC vs ECAT Drawdown Comparison

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

The maximum drawdown for ECAT was -32.23%, occurring on Sep 29, 2022. Recovery took 582 trading sessions.

Rank	CSWC	ECAT
#1	-68.36% May 22, 2007 - May 28, 2013	-32.23% Oct 1, 2021 - Jan 26, 2024
#2	-61.24% Jan 22, 2020 - Feb 2, 2021	-15.78% Feb 13, 2025 - May 13, 2025
#3	-42.37% May 31, 2002 - Apr 5, 2004	-11.72% Oct 28, 2025 - May 4, 2026
#4	-37.14% Nov 12, 1999 - Apr 9, 2002	-9.07% Jul 15, 2024 - Aug 23, 2024
#5	-33.55% Oct 25, 2021 - Sep 18, 2023	-6.87% Apr 1, 2024 - May 20, 2024
#6	-28.70% May 19, 2015 - Oct 2, 2017	-5.59% Dec 11, 2024 - Feb 13, 2025
#7	-27.79% Jul 11, 2024 - Jan 8, 2026	-4.86% Jul 15, 2026 - Aug 7, 2026
#8	-18.91% Dec 7, 2006 - Mar 21, 2007	-4.57% Oct 14, 2024 - Nov 11, 2024
#9	-16.17% Jul 12, 2013 - Jul 1, 2014	-4.53% Aug 23, 2024 - Sep 27, 2024
#10	-15.28% Dec 12, 2018 - Jan 8, 2019	-4.24% Jun 2, 2026 - Jun 29, 2026
#11	-15.01% Sep 2, 2014 - Dec 18, 2014	-3.48% Mar 1, 2024 - Mar 27, 2024
#12	-14.99% Jun 8, 2021 - Sep 3, 2021	-2.92% May 13, 2025 - Jun 2, 2025
#13	-14.20% Jun 17, 2004 - May 18, 2005	-2.72% Aug 13, 2025 - Sep 11, 2025
#14	-12.34% Jul 12, 2005 - Jan 17, 2006	-2.57% Nov 11, 2024 - Dec 2, 2024
#15	-11.17% Oct 12, 2017 - Mar 8, 2018	-2.50% Jan 29, 2024 - Feb 8, 2024

Correlation

Correlation between CSWC and ECAT is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

CSWC vs ECAT dividend yield comparison.

Year	CSWC	ECAT
2026	5.86%	12.21%
2025	11.56%	23.00%
2024	11.59%	17.44%
2023	10.21%	9.14%
2022	12.46%	8.94%
2021	10.13%	0.54%
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%	0.00%
2007	0.51%	0.00%
2006	0.48%	0.00%
2005	0.66%	0.00%
2004	0.76%	0.00%
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%