HOPE vs CSWCZ

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

Both HOPE and CSWCZ are from the Financial Services sector.

HOPE vs CSWCZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

HOPE

$1.64B

Winner

CSWCZ

$1.64B

Max Drawdown

HOPE

90.58%

Winner

CSWCZ

5.20%

Sharpe Ratio

Winner

HOPE

1.07

CSWCZ

-0.19

5Y Beta

HOPE

0.93

CSWCZ

N/A

Industry

HOPE

Banks - Regional

CSWCZ

Asset Management

P/E Ratio

HOPE

38.30

Winner

CSWCZ

16.19

Forward P/E

HOPE

9.71

CSWCZ

N/A

PEG Ratio

HOPE

0.36

CSWCZ

N/A

Dividend Yield

HOPE

4.39%

Winner

CSWCZ

8.00%

5Y Dividends CAGR

HOPE

0.00%

CSWCZ

N/A

5Y EPS CAGR

HOPE

-20.38%

CSWCZ

N/A

Debt to Equity

Winner

HOPE

12.48%

CSWCZ

109.27%

Free Cash Flow Yield

Winner

HOPE

8.48%

CSWCZ

-16.21%

P/S Ratio

HOPE

N/A

CSWCZ

8.73

P/B Ratio

HOPE

N/A

CSWCZ

1.74

HOPE vs CSWCZ - Historical Returns

Returns include dividend reinvestment.

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

Winner

HOPE

+5.94%

CSWCZ

+0.00%

Winner

HOPE

+21.69%

CSWCZ

+0.00%

HOPE

+13.29%

CSWCZ

N/A

Winner

HOPE

+33.91%

CSWCZ

+0.83%

5Y(CAGR)

HOPE

+3.13%

CSWCZ

N/A

10Y(CAGR)

HOPE

+2.71%

CSWCZ

N/A

Max(CAGR)

Winner

HOPE

+8.95%

CSWCZ

+5.28%

HOPE vs CSWCZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

HOPE vs CSWCZ Drawdown Comparison

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

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

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

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

Correlation

Correlation between HOPE and CSWCZ 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)

HOPE vs CSWCZ dividend yield comparison.

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