CSWCZ vs HOPE

Comparison between Capital Southwest Corp (CSWCZ, Company) and Hope Bancorp Inc (HOPE, Company).

Both CSWCZ and HOPE are from the Financial Services sector.

CSWCZ vs HOPE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSWCZ(COMPANY)	HOPE(COMPANY)
Market Cap	$1.64B	$1.64B
Max Drawdown	5.20%	90.58%
Sharpe Ratio	-0.19	1.07
5Y Beta	N/A	0.93
Industry	Asset Management	Banks - Regional
P/E Ratio	16.19	38.30
Forward P/E	N/A	9.71
PEG Ratio	N/A	0.36
Dividend Yield	8.00%	4.39%
5Y Dividends CAGR	N/A	0.00%
5Y EPS CAGR	N/A	-20.38%
Debt to Equity	109.27%	12.48%
Free Cash Flow Yield	-16.21%	8.48%
P/S Ratio	8.73	N/A
P/B Ratio	1.74	N/A

Market Cap

Winner

CSWCZ

$1.64B

HOPE

$1.64B

Max Drawdown

Winner

CSWCZ

5.20%

HOPE

90.58%

Sharpe Ratio

CSWCZ

-0.19

Winner

HOPE

1.07

5Y Beta

CSWCZ

N/A

HOPE

0.93

Industry

CSWCZ

Asset Management

HOPE

Banks - Regional

P/E Ratio

Winner

CSWCZ

16.19

HOPE

38.30

Forward P/E

CSWCZ

N/A

HOPE

9.71

PEG Ratio

CSWCZ

N/A

HOPE

0.36

Dividend Yield

Winner

CSWCZ

8.00%

HOPE

4.39%

5Y Dividends CAGR

CSWCZ

N/A

HOPE

0.00%

5Y EPS CAGR

CSWCZ

N/A

HOPE

-20.38%

Debt to Equity

CSWCZ

109.27%

Winner

HOPE

12.48%

Free Cash Flow Yield

CSWCZ

-16.21%

Winner

HOPE

8.48%

P/S Ratio

CSWCZ

8.73

HOPE

N/A

P/B Ratio

CSWCZ

1.74

HOPE

N/A

CSWCZ vs HOPE - Historical Returns

Returns include dividend reinvestment.

Period	CSWCZ	HOPE
1 month	+0.00%	+5.94%
3 months	+0.00%	+21.69%
6 months	N/A	+13.29%
1 year	+0.83%	+33.91%
5 years(CAGR)	N/A	+3.13%
10 years(CAGR)	N/A	+2.71%
Max(CAGR)	+5.28%	+8.95%

CSWCZ

+0.00%

Winner

HOPE

+5.94%

CSWCZ

+0.00%

Winner

HOPE

+21.69%

CSWCZ

N/A

HOPE

+13.29%

CSWCZ

+0.83%

Winner

HOPE

+33.91%

5Y(CAGR)

CSWCZ

N/A

HOPE

+3.13%

10Y(CAGR)

CSWCZ

N/A

HOPE

+2.71%

Max(CAGR)

CSWCZ

+5.28%

Winner

HOPE

+8.95%

CSWCZ vs HOPE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CSWCZ	HOPE
2026	+0.00%	+19.58%
2025	+3.88%	-3.51%
2024	+8.41%	+7.57%
2023	+2.86%	-1.30%
2022	N/A	-11.11%
2021	N/A	+39.99%
2020	N/A	-22.12%
2019	N/A	+26.83%
2018	N/A	-32.23%
2017	N/A	-14.83%
2016	N/A	+34.30%
2015	N/A	+25.75%
2014	N/A	-9.60%
2013	N/A	+38.71%
2012	N/A	+18.92%
2011	N/A	-5.97%
2010	N/A	-16.34%
2009	N/A	+17.15%
2008	N/A	-13.63%
2007	N/A	-43.48%
2006	N/A	+15.81%
2005	N/A	-17.20%
2004	N/A	+56.64%
2003	N/A	+167.77%
2002	N/A	+33.58%
2001	N/A	-19.27%
2000	N/A	+116.22%
1999	N/A	+0.00%

CSWCZ vs HOPE Drawdown Comparison

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

The maximum drawdown for HOPE was -90.30%, occurring on Mar 9, 2009. Recovery took 2970 trading sessions.

The current CSWCZ drawdown is -0.88%. The current HOPE drawdown is -14.13%.

Rank	CSWCZ	HOPE
#1	-2.85% Jan 3, 2024 - Mar 7, 2024	-90.30% Feb 3, 2005 - Nov 18, 2016
#2	-2.01% Mar 14, 2025 - May 1, 2025	-64.29% Jan 25, 2017 - Apr 3, 2020
#3	-1.93% Jul 18, 2024 - Aug 14, 2024	-34.76% Apr 18, 2002 - Feb 19, 2003
#4	-1.87% Sep 29, 2023 - Dec 6, 2023	-25.74% Aug 21, 2001 - Mar 22, 2002
#5	-1.53% Aug 14, 2024 - Sep 27, 2024	-24.88% Dec 28, 2000 - Aug 3, 2001
#6	-1.34% Dec 19, 2024 - Jan 15, 2025	-23.80% Dec 3, 1999 - Jul 11, 2000
#7	-1.34% Jun 27, 2023 - Aug 29, 2023	-21.82% Sep 9, 2004 - Dec 1, 2004
#8	-1.33% Sep 3, 2025 - Sep 10, 2025	-20.49% Jul 17, 2003 - Oct 16, 2003
#9	-1.31% May 22, 2024 - Jul 15, 2024	-19.18% Mar 1, 2004 - Jun 24, 2004
#10	-1.30% Mar 18, 2024 - Apr 12, 2024	-13.69% Dec 1, 2004 - Feb 3, 2005
#11	-1.25% Apr 15, 2024 - Apr 29, 2024	-9.64% Nov 17, 2003 - Dec 1, 2003
#12	-1.06% Sep 1, 2023 - Sep 29, 2023	-9.52% Jul 11, 2000 - Aug 17, 2000
#13	-1.03% Sep 27, 2024 - Oct 14, 2024	-9.20% Oct 24, 2000 - Dec 15, 2000
#14	-0.96% May 9, 2024 - May 22, 2024	-8.67% Apr 7, 2003 - Apr 24, 2003
#15	-0.90% Jun 10, 2025 - Jul 15, 2025	-7.46% Jul 13, 2004 - Aug 16, 2004

Correlation

Correlation between CSWCZ and HOPE is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (2001 - 2026)

CSWCZ vs HOPE dividend yield comparison.

Year	CSWCZ	HOPE
2026	0.00%	2.18%
2025	5.73%	5.11%
2024	7.52%	4.56%
2023	0.99%	4.64%
2022	0.00%	4.37%
2021	0.00%	3.81%
2020	0.00%	5.13%
2019	0.00%	3.77%
2018	0.00%	4.55%
2017	0.00%	2.74%
2016	0.00%	2.06%
2015	0.00%	2.44%
2014	0.00%	2.43%
2013	0.00%	1.51%
2012	0.00%	0.43%
2008	0.00%	1.12%
2007	0.00%	0.94%
2006	0.00%	0.53%
2005	0.00%	0.62%
2004	0.00%	0.51%
2003	0.00%	0.72%
2002	0.00%	1.94%
2001	0.00%	0.98%