MFIC vs GERN

Comparison between MidCap Financial Investment Corporation (MFIC, Company) and Geron Corp (GERN, Company).

MFIC is from the Financial Services sector, while GERN is from the Healthcare sector.

5-Year PerformanceMFIC has outperformed GERN, delivering a return of +5.9% compared to -7.2%

MFIC vs GERN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MFIC(COMPANY)	GERN(COMPANY)
Market Cap	$845M	$843M
Max Drawdown	92.50%	98.73%
Sharpe Ratio	-0.41	0.03
5Y Beta	0.81	1.19
Industry	Asset Management	Biotechnology
P/E Ratio	286.26	-12.08
Forward P/E	7.91	N/A
Dividend Yield	14.30%	N/A
5Y Dividends CAGR	2.84%	N/A
5Y EPS CAGR	N/A	-18.28%
Debt to Equity	159.01%	109.92%
Free Cash Flow Yield	29.69%	-15.00%

Market Cap

Winner

MFIC

$845M

GERN

$843M

Max Drawdown

Winner

MFIC

92.50%

GERN

98.73%

Sharpe Ratio

MFIC

-0.41

Winner

GERN

0.03

5Y Beta

Winner

MFIC

0.81

GERN

1.19

Industry

MFIC

Asset Management

GERN

Biotechnology

P/E Ratio

MFIC

286.26

Winner

GERN

-12.08

Forward P/E

MFIC

7.91

GERN

N/A

Dividend Yield

MFIC

14.30%

GERN

N/A

5Y Dividends CAGR

MFIC

2.84%

GERN

N/A

5Y EPS CAGR

MFIC

N/A

GERN

-18.28%

Debt to Equity

MFIC

159.01%

Winner

GERN

109.92%

Free Cash Flow Yield

Winner

MFIC

29.69%

GERN

-15.00%

MFIC vs GERN - Historical Returns

Returns include dividend reinvestment.

Period	MFIC	GERN
1 month	-4.59%	+2.44%
3 months	-4.86%	-18.71%
6 months	-9.46%	-5.97%
1 year	-8.75%	-18.71%
5 years(CAGR)	+5.94%	-7.19%
10 years(CAGR)	+7.12%	-7.44%
Max(CAGR)	+5.37%	-7.48%

MFIC

-4.59%

Winner

GERN

+2.44%

Winner

MFIC

-4.86%

GERN

-18.71%

MFIC

-9.46%

Winner

GERN

-5.97%

Winner

MFIC

-8.75%

GERN

-18.71%

5Y(CAGR)

Winner

MFIC

+5.94%

GERN

-7.19%

10Y(CAGR)

Winner

MFIC

+7.12%

GERN

-7.44%

Max(CAGR)

Winner

MFIC

+5.37%

GERN

-7.48%

MFIC vs GERN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MFIC	GERN
2026	-8.04%	-4.55%
2025	-5.06%	-63.33%
2024	+12.54%	+65.42%
2023	+32.84%	-12.08%
2022	-1.66%	+84.73%
2021	+34.80%	-25.15%
2020	-28.55%	+19.55%
2019	+53.08%	+30.77%
2018	-19.26%	-44.75%
2017	+5.01%	-15.49%
2016	+24.88%	-54.80%
2015	-21.13%	+46.67%
2014	-2.82%	-33.67%
2013	+9.83%	+218.12%
2012	+38.29%	-9.62%
2011	-35.24%	-71.86%
2010	+23.41%	-16.60%
2009	+23.43%	+15.15%
2008	-35.13%	-18.50%
2007	-16.90%	-35.16%
2006	+35.83%	+0.92%
2005	+28.44%	+10.81%
2004	+13.75%	-21.12%
2003	N/A	+176.18%
2002	N/A	-58.09%
2001	N/A	-41.26%
2000	N/A	+18.77%
1999	N/A	+26.30%

MFIC vs GERN Drawdown Comparison

The maximum drawdown for MFIC was -88.03%, occurring on Mar 11, 2009. Recovery took 3045 trading sessions.

The maximum drawdown for GERN was -98.73%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current MFIC drawdown is -19.40%. The current GERN drawdown is -98.20%.

Rank	MFIC	GERN
#1	-88.03% Jun 19, 2007 - Jul 24, 2019	-98.73% Mar 1, 2000 - Mar 18, 2020
#2	-67.60% Dec 17, 2019 - Apr 29, 2021	-25.20% Dec 8, 1999 - Jan 6, 2000
#3	-26.88% Jun 7, 2024 - Apr 8, 2025	-21.91% Jan 24, 2000 - Feb 8, 2000
#4	-23.41% Apr 20, 2022 - Aug 4, 2022	-12.83% Feb 18, 2000 - Feb 29, 2000
#5	-23.16% Aug 12, 2022 - Jun 7, 2023	-10.64% Nov 26, 1999 - Dec 7, 1999
#6	-15.84% Feb 20, 2007 - Jun 1, 2007	-9.08% Feb 8, 2000 - Feb 15, 2000
#7	-13.61% Jun 14, 2021 - Apr 20, 2022	-8.26% Jan 10, 2000 - Jan 14, 2000
#8	-10.97% Apr 6, 2005 - Jun 14, 2005	-7.27% Nov 8, 1999 - Nov 24, 1999
#9	-10.85% Sep 23, 2005 - Jun 1, 2006	-4.15% Jan 6, 2000 - Jan 10, 2000
#10	-9.71% Sep 28, 2023 - Dec 13, 2023	-1.25% Nov 1, 1999 - Nov 8, 1999
#11	-9.02% May 7, 2021 - Jun 11, 2021	N/A
#12	-7.74% Jun 1, 2006 - Jul 28, 2006	N/A
#13	-7.54% Sep 20, 2019 - Nov 6, 2019	N/A
#14	-7.53% Sep 3, 2004 - Nov 24, 2004	N/A
#15	-7.39% Nov 14, 2006 - Feb 8, 2007	N/A

Correlation

Correlation between MFIC and GERN is -0.38 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.38

-101