CSWCZ vs IDT

Comparison between Capital Southwest Corp (CSWCZ, Company) and IDT Corp - Class B (IDT, Company).

CSWCZ is from the Financial Services sector, while IDT is from the Communication Services sector.

CSWCZ vs IDT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CSWCZ(COMPANY)	IDT(COMPANY)
Market Cap	$1.64B	$1.64B
Max Drawdown	5.20%	99.08%
Sharpe Ratio	-0.04	0.33
5Y Beta	N/A	0.60
Industry	Asset Management	Telecom Services
P/E Ratio	16.19	19.11
Forward P/E	N/A	12.05
PEG Ratio	N/A	0.37
Dividend Yield	8.00%	0.38%
Debt to Equity	109.27%	0.00%
Free Cash Flow Yield	-16.21%	3.37%
P/S Ratio	8.73	1.30
P/B Ratio	1.74	4.58

Market Cap

Winner

CSWCZ

$1.64B

IDT

$1.64B

Max Drawdown

Winner

CSWCZ

5.20%

IDT

99.08%

Sharpe Ratio

CSWCZ

-0.04

Winner

IDT

0.33

5Y Beta

CSWCZ

N/A

IDT

0.60

Industry

CSWCZ

Asset Management

IDT

Telecom Services

P/E Ratio

Winner

CSWCZ

16.19

IDT

19.11

Forward P/E

CSWCZ

N/A

IDT

12.05

PEG Ratio

CSWCZ

N/A

IDT

0.37

Dividend Yield

Winner

CSWCZ

8.00%

IDT

0.38%

Debt to Equity

CSWCZ

109.27%

Winner

IDT

0.00%

Free Cash Flow Yield

CSWCZ

-16.21%

Winner

IDT

3.37%

P/S Ratio

CSWCZ

8.73

Winner

IDT

1.30

P/B Ratio

Winner

CSWCZ

1.74

IDT

4.58

CSWCZ vs IDT - Historical Returns

Returns include dividend reinvestment.

Period	CSWCZ	IDT
1 month	+0.00%	+6.55%
3 months	+0.00%	+21.71%
6 months	+0.00%	+35.22%
1 year	-0.85%	+8.51%
5 years(CAGR)	N/A	+4.67%
10 years(CAGR)	N/A	+19.35%
Max(CAGR)	+5.05%	+8.83%

CSWCZ

+0.00%

Winner

IDT

+6.55%

CSWCZ

+0.00%

Winner

IDT

+21.71%

CSWCZ

+0.00%

Winner

IDT

+35.22%

CSWCZ

-0.85%

Winner

IDT

+8.51%

5Y(CAGR)

CSWCZ

N/A

IDT

+4.67%

10Y(CAGR)

CSWCZ

N/A

IDT

+19.35%

Max(CAGR)

CSWCZ

+5.05%

Winner

IDT

+8.83%

CSWCZ vs IDT - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	CSWCZ	IDT
2026	+0.00%	+29.04%
2025	+3.88%	+9.28%
2024	+8.41%	+41.68%
2023	+2.86%	+20.97%
2022	N/A	-36.54%
2021	N/A	+249.64%
2020	N/A	+71.91%
2019	N/A	+13.90%
2018	N/A	-32.76%
2017	N/A	-40.90%
2016	N/A	+102.23%
2015	N/A	-36.15%
2014	N/A	+24.10%
2013	N/A	+122.05%
2012	N/A	+10.79%
2011	N/A	-34.63%
2010	N/A	+462.80%
2009	N/A	+341.85%
2008	N/A	-94.88%
2007	N/A	-34.83%
2006	N/A	+14.14%
2005	N/A	-23.33%
2004	N/A	-30.89%
2003	N/A	+54.72%
2002	N/A	+2.04%
2001	N/A	+25.36%

CSWCZ vs IDT Drawdown Comparison

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

The maximum drawdown for IDT was -99.05%, occurring on Dec 19, 2008. Recovery took 3889 trading sessions.

The current CSWCZ drawdown is -0.88%. The current IDT drawdown is -6.40%.

Rank	CSWCZ	IDT
#1	-2.85% Jan 3, 2024 - Mar 7, 2024	-99.05% May 31, 2001 - Nov 14, 2016
#2	-2.01% Mar 14, 2025 - May 1, 2025	-72.54% Nov 23, 2016 - Feb 5, 2021
#3	-1.93% Jul 18, 2024 - Aug 14, 2024	-66.93% Nov 12, 2021 - Jun 6, 2025
#4	-1.87% Sep 29, 2023 - Dec 6, 2023	-33.18% Jul 2, 2025 - Oct 10, 2025
#5	-1.53% Aug 14, 2024 - Sep 27, 2024	-27.72% Aug 13, 2021 - Nov 5, 2021
#6	-1.34% Dec 19, 2024 - Jan 15, 2025	-22.15% Feb 10, 2021 - Mar 9, 2021
#7	-1.34% Jun 27, 2023 - Aug 29, 2023	-15.80% Jun 9, 2021 - Jul 2, 2021
#8	-1.33% Sep 3, 2025 - Sep 10, 2025	-12.37% Jul 12, 2021 - Jul 21, 2021
#9	-1.31% May 22, 2024 - Jul 15, 2024	-7.82% Apr 19, 2021 - Apr 26, 2021
#10	-1.30% Mar 18, 2024 - Apr 12, 2024	-7.19% Nov 14, 2016 - Nov 21, 2016
#11	-1.25% Apr 15, 2024 - Apr 29, 2024	-6.82% Jul 26, 2021 - Jul 29, 2021
#12	-1.06% Sep 1, 2023 - Sep 29, 2023	-6.46% Jul 29, 2021 - Aug 10, 2021
#13	-1.03% Sep 27, 2024 - Oct 14, 2024	-5.99% Jun 6, 2025 - Jul 1, 2025
#14	-0.96% May 9, 2024 - May 22, 2024	-5.11% May 3, 2021 - May 10, 2021
#15	-0.90% Jun 10, 2025 - Jul 15, 2025	-4.97% Mar 16, 2021 - Mar 26, 2021

Correlation

Correlation between CSWCZ and IDT is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2007 - 2026)

CSWCZ vs IDT dividend yield comparison.

Year	CSWCZ	IDT
2026	0.00%	0.22%
2025	5.73%	0.47%
2024	7.52%	0.42%
2023	0.99%	0.00%
2018	0.00%	2.68%
2017	0.00%	8.96%
2016	0.00%	3.93%
2015	0.00%	11.75%
2014	0.00%	6.75%
2013	0.00%	19.31%
2012	0.00%	11.00%
2011	0.00%	103.73%
2010	0.00%	1.72%
2009	0.00%	2.06%
2007	0.00%	4.44%