CSWCZ vs BCAT

Comparison between Capital Southwest Corp (CSWCZ, Company) and BlackRock Capital Allocation Term Trust (BCAT, Company).

Both CSWCZ and BCAT are from the Financial Services sector.

CSWCZ vs BCAT - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	CSWCZ(COMPANY)	BCAT(COMPANY)
Market Cap	$1.64B	$1.64B
Max Drawdown	5.20%	44.30%
Sharpe Ratio	-0.22	1.83
5Y Beta	N/A	0.56
Industry	Asset Management	Asset Management
P/E Ratio	16.19	7.51
PEG Ratio	N/A	0.53
Dividend Yield	8.00%	N/A
5Y Dividends CAGR	N/A	40.91%
5Y EPS CAGR	N/A	12.69%
Debt to Equity	109.27%	0.00%
Free Cash Flow Yield	-16.21%	20.04%
P/S Ratio	8.73	7.41
P/B Ratio	1.74	1.04

Market Cap

Winner

CSWCZ

$1.64B

BCAT

$1.64B

Max Drawdown

Winner

CSWCZ

5.20%

BCAT

44.30%

Sharpe Ratio

CSWCZ

-0.22

Winner

BCAT

1.83

5Y Beta

CSWCZ

N/A

BCAT

0.56

Industry

CSWCZ

Asset Management

BCAT

Asset Management

P/E Ratio

CSWCZ

16.19

Winner

BCAT

7.51

PEG Ratio

CSWCZ

N/A

BCAT

0.53

Dividend Yield

CSWCZ

8.00%

BCAT

N/A

5Y Dividends CAGR

CSWCZ

N/A

BCAT

40.91%

5Y EPS CAGR

CSWCZ

N/A

BCAT

12.69%

Debt to Equity

CSWCZ

109.27%

Winner

BCAT

0.00%

Free Cash Flow Yield

CSWCZ

-16.21%

Winner

BCAT

20.04%

P/S Ratio

CSWCZ

8.73

Winner

BCAT

7.41

P/B Ratio

CSWCZ

1.74

Winner

BCAT

1.04

CSWCZ vs BCAT - Historical Returns

Returns include dividend reinvestment.

Period	CSWCZ	BCAT
1 month	+0.00%	+2.44%
3 months	+0.00%	+7.06%
6 months	+0.00%	+18.15%
1 year	+1.48%	+26.18%
5 years(CAGR)	N/A	+7.29%
Max(CAGR)	+5.35%	+8.47%

CSWCZ

+0.00%

Winner

BCAT

+2.44%

CSWCZ

+0.00%

Winner

BCAT

+7.06%

CSWCZ

+0.00%

Winner

BCAT

+18.15%

CSWCZ

+1.48%

Winner

BCAT

+26.18%

5Y(CAGR)

CSWCZ

N/A

BCAT

+7.29%

Max(CAGR)

CSWCZ

+5.35%

Winner

BCAT

+8.47%

CSWCZ vs BCAT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	CSWCZ	BCAT
2026	+0.00%	+17.88%
2025	+3.88%	+16.32%
2024	+8.41%	+19.78%
2023	+2.86%	+17.82%
2022	N/A	-22.68%
2021	N/A	-4.09%
2020	N/A	+9.35%

CSWCZ vs BCAT Drawdown Comparison

The maximum drawdown for CSWCZ was -2.85%, occurring on Jan 4, 2024. Recovery took 44 trading sessions.

The maximum drawdown for BCAT was -36.11%, occurring on Oct 7, 2022. Recovery took 954 trading sessions.

The current CSWCZ drawdown is -0.88%. The current BCAT drawdown is -2.98%.

Rank	CSWCZ	BCAT
#1	-2.85% Jan 3, 2024 - Mar 7, 2024	-36.11% Feb 10, 2021 - Nov 25, 2024
#2	-2.01% Mar 14, 2025 - May 1, 2025	-13.69% Feb 13, 2025 - May 12, 2025
#3	-1.93% Jul 18, 2024 - Aug 14, 2024	-8.89% Dec 22, 2020 - Feb 9, 2021
#4	-1.87% Sep 29, 2023 - Dec 6, 2023	-7.97% Mar 4, 2026 - Apr 21, 2026
#5	-1.53% Aug 14, 2024 - Sep 27, 2024	-6.09% Dec 11, 2024 - Feb 13, 2025
#6	-1.34% Dec 19, 2024 - Jan 15, 2025	-4.61% Sep 15, 2025 - Dec 3, 2025
#7	-1.34% Jun 27, 2023 - Aug 29, 2023	-3.79% Oct 20, 2020 - Nov 9, 2020
#8	-1.33% Sep 3, 2025 - Sep 10, 2025	-2.98% Jun 1, 2026 - Jun 5, 2026
#9	-1.31% May 22, 2024 - Jul 15, 2024	-2.85% May 13, 2025 - Jun 2, 2025
#10	-1.30% Mar 18, 2024 - Apr 12, 2024	-2.84% Aug 13, 2025 - Aug 29, 2025
#11	-1.25% Apr 15, 2024 - Apr 29, 2024	-2.41% Dec 5, 2025 - Jan 2, 2026
#12	-1.06% Sep 1, 2023 - Sep 29, 2023	-2.01% May 13, 2026 - May 21, 2026
#13	-1.03% Sep 27, 2024 - Oct 14, 2024	-1.78% Nov 18, 2020 - Nov 30, 2020
#14	-0.96% May 9, 2024 - May 22, 2024	-1.53% Jul 18, 2025 - Aug 8, 2025
#15	-0.90% Jun 10, 2025 - Jul 15, 2025	-1.33% Jun 10, 2025 - Jun 24, 2025