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CSWC vs PMT-P-C

Comparison between Capital Southwest Corp (CSWC, Company) and Pennymac Mortgage Investment Trust (PMT-P-C, Company).

5-Year PerformanceCSWC has outperformed PMT-P-C, delivering a return of +11.0% compared to +2.3%

CSWC vs PMT-P-C - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
CSWC
$1.60B
PMT-P-C
$1.60B
Max Drawdown
CSWC
84.38%
Winner
PMT-P-C
36.36%
Sharpe Ratio
Winner
CSWC
1.01
PMT-P-C
0.28
5Y Beta
CSWC
0.75
Winner
PMT-P-C
0.16
Industry
CSWC
Asset Management
PMT-P-C
N/A
P/E Ratio
CSWC
57.99
Winner
PMT-P-C
9.60
Forward P/E
CSWC
12.32
PMT-P-C
N/A
PEG Ratio
CSWC
N/A
PMT-P-C
0.17
Dividend Yield
CSWC
9.23%
PMT-P-C
N/A
5Y Dividends CAGR
CSWC
5.88%
PMT-P-C
N/A
5Y EPS CAGR
CSWC
N/A
PMT-P-C
-8.50%
Debt to Equity
CSWC
115.37%
Winner
PMT-P-C
38.85%
Free Cash Flow Yield
CSWC
-19.06%
PMT-P-C
N/A

CSWC vs PMT-P-C - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CSWC
+7.63%
PMT-P-C
+3.34%
3M
Winner
CSWC
+10.68%
PMT-P-C
+2.80%
6M
Winner
CSWC
+16.01%
PMT-P-C
-0.14%
1Y
Winner
CSWC
+23.08%
PMT-P-C
+7.30%
5Y(CAGR)
Winner
CSWC
+11.00%
PMT-P-C
+2.29%
10Y(CAGR)
CSWC
+17.70%
PMT-P-C
N/A
Max(CAGR)
Winner
CSWC
+11.16%
PMT-P-C
+2.29%

CSWC vs PMT-P-C - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCSWCPMT-P-C
2026+20.70%+3.34%
2025+12.53%+4.57%
2024+2.15%+6.03%
2023+53.93%+20.59%
2022-25.09%-25.67%
2021+56.93%+3.65%
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 PMT-P-C Drawdown Comparison

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

The maximum drawdown for PMT-P-C was -31.13%, occurring on Oct 3, 2022. Recovery took 685 trading sessions.

The current PMT-P-C drawdown is -1.94%.

RankCSWCPMT-P-C
#1-68.36%
May 22, 2007 - May 28, 2013		-31.13%
Dec 3, 2021 - Aug 27, 2024
#2-61.24%
Jan 22, 2020 - Feb 2, 2021		-13.45%
Oct 18, 2024 - Jan 22, 2026
#3-42.37%
May 31, 2002 - Apr 5, 2004		-9.66%
Feb 11, 2026 - Mar 31, 2026
#4-37.14%
Nov 12, 1999 - Apr 9, 2002		-2.38%
Sep 19, 2024 - Oct 17, 2024
#5-33.55%
Oct 25, 2021 - Sep 18, 2023		-1.80%
Aug 20, 2021 - Sep 22, 2021
#6-28.70%
May 19, 2015 - Oct 2, 2017		-1.37%
Nov 9, 2021 - Dec 2, 2021
#7-27.79%
Jul 11, 2024 - Jan 8, 2026		-1.14%
Aug 30, 2024 - Sep 9, 2024
#8-18.91%
Dec 7, 2006 - Mar 21, 2007		-0.90%
Nov 3, 2021 - Nov 9, 2021
#9-16.17%
Jul 12, 2013 - Jul 1, 2014		-0.71%
Sep 30, 2021 - Oct 29, 2021
#10-15.28%
Dec 12, 2018 - Jan 8, 2019		-0.69%
Jan 28, 2026 - Feb 10, 2026
#11-15.01%
Sep 2, 2014 - Dec 18, 2014		-0.63%
Sep 10, 2024 - Sep 13, 2024
#12-14.99%
Jun 8, 2021 - Sep 3, 2021		-0.40%
Aug 17, 2021 - Aug 19, 2021
#13-14.20%
Jun 17, 2004 - May 18, 2005		-0.39%
Oct 29, 2021 - Nov 3, 2021
#14-12.34%
Jul 12, 2005 - Jan 17, 2006		-0.20%
Sep 23, 2021 - Sep 29, 2021
#15-11.17%
Oct 12, 2017 - Mar 8, 2018		-0.10%
Aug 27, 2024 - Aug 30, 2024

Correlation

Correlation between CSWC and PMT-P-C is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (1999 - 2026)

CSWC vs PMT-P-C dividend yield comparison.

YearCSWCPMT-P-C
20265.84%4.58%
202511.56%9.14%
202411.59%8.93%
202310.21%8.63%
202212.46%9.84%
202110.13%2.07%
202011.49%0.00%
201913.07%0.00%
201810.77%0.00%
20177.01%0.00%
20162.35%0.00%
2015216.86%0.00%
20140.53%0.00%
20132.55%0.00%
201218.46%0.00%
20110.98%0.00%
20100.77%0.00%
20091.02%0.00%
20083.01%0.00%
20070.51%0.00%
20060.48%0.00%
20050.66%0.00%
20040.76%0.00%
20030.97%0.00%
20021.19%0.00%
20010.91%0.00%
20000.38%0.00%
19990.67%0.00%

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