IPX vs CSWC
Comparison between IperionX Ltd (IPX, Company) and Capital Southwest Corp (CSWC, Company).
IPX is from the Basic Materials sector, while CSWC is from the Financial Services sector.
IPX vs CSWC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
IPX
$1.43B
Winner
CSWC
$1.44B
Max Drawdown
Winner
IPX
65.86%
CSWC
84.38%
Sharpe Ratio
IPX
-0.10
Winner
CSWC
0.65
5Y Beta
IPX
1.53
Winner
CSWC
0.76
Industry
IPX
Other Industrial Metals & Mining
CSWC
Asset Management
P/E Ratio
Winner
IPX
-61.27
CSWC
44.38
Forward P/E
IPX
1666.67
Winner
CSWC
11.25
PEG Ratio
Winner
IPX
-0.00
CSWC
1.86
Dividend Yield
IPX
N/A
CSWC
9.73%
5Y Dividends CAGR
IPX
N/A
CSWC
5.88%
5Y EPS CAGR
IPX
668.26%
CSWC
N/A
Debt to Equity
Winner
IPX
4.26%
CSWC
111.89%
Free Cash Flow Yield
Winner
IPX
-2.50%
CSWC
-13.50%
P/B Ratio
IPX
19.09
CSWC
N/A
IPX vs CSWC - Historical Returns
Returns include dividend reinvestment.
1M
IPX
-23.85%
Winner
CSWC
+1.54%
3M
IPX
-26.17%
Winner
CSWC
+2.75%
6M
IPX
-63.50%
Winner
CSWC
+7.39%
1Y
IPX
-39.48%
Winner
CSWC
+12.93%
5Y(CAGR)
Winner
IPX
+32.06%
CSWC
+10.50%
10Y(CAGR)
IPX
N/A
CSWC
+17.14%
Max(CAGR)
Winner
IPX
+32.06%
CSWC
+10.88%
IPX vs CSWC - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IPX | CSWC |
|---|---|---|
| 2026 | -45.03% | +12.10% |
| 2025 | +2.22% | +12.53% |
| 2024 | +264.41% | +2.15% |
| 2023 | +85.57% | +53.93% |
| 2022 | -32.88% | -25.09% |
| 2021 | N/A | +56.93% |
| 2020 | N/A | -2.17% |
| 2019 | N/A | +19.44% |
| 2018 | N/A | +26.83% |
| 2017 | N/A | +8.74% |
| 2016 | N/A | +15.11% |
| 2015 | N/A | -0.79% |
| 2014 | N/A | +11.11% |
| 2013 | N/A | +36.73% |
| 2012 | N/A | +47.03% |
| 2011 | N/A | -21.49% |
| 2010 | N/A | +30.32% |
| 2009 | N/A | -26.01% |
| 2008 | N/A | -3.80% |
| 2007 | N/A | -5.44% |
| 2006 | N/A | +40.63% |
| 2005 | N/A | +15.79% |
| 2004 | N/A | +26.98% |
| 2003 | N/A | +24.14% |
| 2002 | N/A | -22.47% |
| 2001 | N/A | +26.63% |
| 2000 | N/A | -11.61% |
| 1999 | N/A | -12.71% |
IPX vs CSWC Drawdown Comparison
The maximum drawdown for IPX was -65.86%, occurring on Apr 8, 2025. Recovery took 140 trading sessions.
The maximum drawdown for CSWC was -68.36%, occurring on Mar 9, 2009. Recovery took 1514 trading sessions.
The current IPX drawdown is -63.50%. The current CSWC drawdown is -3.50%.
| Rank | IPX | CSWC |
|---|---|---|
| #1 | -65.86% Dec 30, 2024 - Jul 24, 2025 | -68.36% May 22, 2007 - May 28, 2013 |
| #2 | -63.50% Jan 23, 2026 - Jul 23, 2026 | -61.24% Jan 22, 2020 - Feb 2, 2021 |
| #3 | -51.34% Oct 15, 2025 - Jan 23, 2026 | -42.37% May 31, 2002 - Apr 5, 2004 |
| #4 | -49.21% Jun 13, 2023 - Feb 14, 2024 | -37.14% Nov 12, 1999 - Apr 9, 2002 |
| #5 | -43.16% Jun 22, 2022 - Apr 21, 2023 | -33.55% Oct 25, 2021 - Sep 18, 2023 |
| #6 | -31.91% Apr 24, 2023 - Jun 13, 2023 | -28.70% May 19, 2015 - Oct 2, 2017 |
| #7 | -20.99% Jun 3, 2024 - Jul 2, 2024 | -27.79% Jul 11, 2024 - Jan 8, 2026 |
| #8 | -19.70% Jul 3, 2024 - Aug 28, 2024 | -18.91% Dec 7, 2006 - Mar 21, 2007 |
| #9 | -17.12% Oct 11, 2024 - Nov 8, 2024 | -16.17% Jul 12, 2013 - Jul 1, 2014 |
| #10 | -15.29% Feb 15, 2024 - May 28, 2024 | -15.28% Dec 12, 2018 - Jan 8, 2019 |
| #11 | -14.25% Dec 5, 2024 - Dec 26, 2024 | -15.01% Sep 2, 2014 - Dec 18, 2014 |
| #12 | -13.27% Sep 5, 2025 - Sep 26, 2025 | -14.99% Jun 8, 2021 - Sep 3, 2021 |
| #13 | -11.51% Aug 30, 2024 - Sep 25, 2024 | -14.20% Jun 17, 2004 - May 18, 2005 |
| #14 | -8.45% Nov 11, 2024 - Nov 21, 2024 | -12.34% Jul 12, 2005 - Jan 17, 2006 |
| #15 | -8.17% Aug 5, 2025 - Aug 15, 2025 | -11.17% Oct 12, 2017 - Mar 8, 2018 |
Correlation
Correlation between IPX and CSWC is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
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