CSWC vs IPX
Comparison between Capital Southwest Corp (CSWC, Company) and IperionX Ltd (IPX, Company).
CSWC is from the Financial Services sector, while IPX is from the Basic Materials sector.
CSWC vs IPX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
CSWC
$1.44B
IPX
$1.43B
Max Drawdown
CSWC
84.38%
Winner
IPX
65.86%
Sharpe Ratio
Winner
CSWC
0.65
IPX
-0.10
5Y Beta
Winner
CSWC
0.76
IPX
1.53
Industry
CSWC
Asset Management
IPX
Other Industrial Metals & Mining
P/E Ratio
CSWC
44.38
Winner
IPX
-61.27
Forward P/E
Winner
CSWC
11.25
IPX
1666.67
PEG Ratio
CSWC
1.86
Winner
IPX
-0.00
Dividend Yield
CSWC
9.73%
IPX
N/A
5Y Dividends CAGR
CSWC
5.88%
IPX
N/A
5Y EPS CAGR
CSWC
N/A
IPX
668.26%
Debt to Equity
CSWC
111.89%
Winner
IPX
4.26%
Free Cash Flow Yield
CSWC
-13.50%
Winner
IPX
-2.50%
P/B Ratio
CSWC
N/A
IPX
19.09
CSWC vs IPX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CSWC
+1.54%
IPX
-23.85%
3M
Winner
CSWC
+2.75%
IPX
-26.17%
6M
Winner
CSWC
+7.39%
IPX
-63.50%
1Y
Winner
CSWC
+12.93%
IPX
-39.48%
5Y(CAGR)
CSWC
+10.50%
Winner
IPX
+32.06%
10Y(CAGR)
CSWC
+17.14%
IPX
N/A
Max(CAGR)
CSWC
+10.88%
Winner
IPX
+32.06%
CSWC vs IPX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CSWC | IPX |
|---|---|---|
| 2026 | +12.10% | -45.03% |
| 2025 | +12.53% | +2.22% |
| 2024 | +2.15% | +264.41% |
| 2023 | +53.93% | +85.57% |
| 2022 | -25.09% | -32.88% |
| 2021 | +56.93% | N/A |
| 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 IPX Drawdown Comparison
The maximum drawdown for CSWC was -68.36%, occurring on Mar 9, 2009. Recovery took 1514 trading sessions.
The maximum drawdown for IPX was -65.86%, occurring on Apr 8, 2025. Recovery took 140 trading sessions.
The current CSWC drawdown is -3.50%. The current IPX drawdown is -63.50%.
| Rank | CSWC | IPX |
|---|---|---|
| #1 | -68.36% May 22, 2007 - May 28, 2013 | -65.86% Dec 30, 2024 - Jul 24, 2025 |
| #2 | -61.24% Jan 22, 2020 - Feb 2, 2021 | -63.50% Jan 23, 2026 - Jul 23, 2026 |
| #3 | -42.37% May 31, 2002 - Apr 5, 2004 | -51.34% Oct 15, 2025 - Jan 23, 2026 |
| #4 | -37.14% Nov 12, 1999 - Apr 9, 2002 | -49.21% Jun 13, 2023 - Feb 14, 2024 |
| #5 | -33.55% Oct 25, 2021 - Sep 18, 2023 | -43.16% Jun 22, 2022 - Apr 21, 2023 |
| #6 | -28.70% May 19, 2015 - Oct 2, 2017 | -31.91% Apr 24, 2023 - Jun 13, 2023 |
| #7 | -27.79% Jul 11, 2024 - Jan 8, 2026 | -20.99% Jun 3, 2024 - Jul 2, 2024 |
| #8 | -18.91% Dec 7, 2006 - Mar 21, 2007 | -19.70% Jul 3, 2024 - Aug 28, 2024 |
| #9 | -16.17% Jul 12, 2013 - Jul 1, 2014 | -17.12% Oct 11, 2024 - Nov 8, 2024 |
| #10 | -15.28% Dec 12, 2018 - Jan 8, 2019 | -15.29% Feb 15, 2024 - May 28, 2024 |
| #11 | -15.01% Sep 2, 2014 - Dec 18, 2014 | -14.25% Dec 5, 2024 - Dec 26, 2024 |
| #12 | -14.99% Jun 8, 2021 - Sep 3, 2021 | -13.27% Sep 5, 2025 - Sep 26, 2025 |
| #13 | -14.20% Jun 17, 2004 - May 18, 2005 | -11.51% Aug 30, 2024 - Sep 25, 2024 |
| #14 | -12.34% Jul 12, 2005 - Jan 17, 2006 | -8.45% Nov 11, 2024 - Nov 21, 2024 |
| #15 | -11.17% Oct 12, 2017 - Mar 8, 2018 | -8.17% Aug 5, 2025 - Aug 15, 2025 |
Correlation
Correlation between CSWC and IPX is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
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