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MFIC vs SPY

Comparison between MidCap Financial Investment Corporation (MFIC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MFIC, delivering a return of +13.4% compared to +4.7%

MFIC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
MFIC
$871M
Winner
SPY
$784B
Expense Ratio
MFIC
N/A
SPY
0.09%
Max Drawdown
MFIC
92.50%
Winner
SPY
56.47%
Sharpe Ratio
MFIC
-0.45
Winner
SPY
1.56
5Y Beta
Winner
MFIC
0.82
SPY
1.00
Industry
MFIC
Asset Management
SPY
N/A
P/E Ratio
MFIC
294.91
Winner
SPY
28.29
Forward P/E
Winner
MFIC
8.09
SPY
21.75
PEG Ratio
MFIC
3.12
SPY
N/A
Dividend Yield
MFIC
14.10%
SPY
N/A
5Y Dividends CAGR
MFIC
2.84%
Winner
SPY
5.43%
5Y EPS CAGR
MFIC
N/A
SPY
25.98%
Debt to Equity
MFIC
159.01%
Winner
SPY
30.79%
Free Cash Flow Yield
MFIC
28.82%
SPY
N/A
P/S Ratio
Winner
MFIC
2.68
SPY
3.79
P/B Ratio
Winner
MFIC
0.72
SPY
5.67

MFIC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MFIC
-6.05%
Winner
SPY
+0.48%
3M
MFIC
+1.11%
Winner
SPY
+11.67%
6M
MFIC
-9.45%
Winner
SPY
+9.42%
1Y
MFIC
-8.26%
Winner
SPY
+24.27%
5Y(CAGR)
MFIC
+4.67%
Winner
SPY
+13.36%
10Y(CAGR)
MFIC
+7.55%
Winner
SPY
+15.42%
Max(CAGR)
MFIC
+5.48%
Winner
SPY
+8.49%

MFIC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMFICSPY
2026-5.82%+8.88%
2025-5.06%+18.00%
2024+12.54%+25.59%
2023+32.84%+26.72%
2022-1.66%-18.64%
2021+34.80%+30.52%
2020-28.55%+17.28%
2019+53.08%+31.09%
2018-19.26%-5.24%
2017+5.01%+20.78%
2016+24.88%+13.59%
2015-21.13%+1.31%
2014-2.82%+14.56%
2013+9.83%+29.00%
2012+38.29%+14.17%
2011-35.24%+0.85%
2010+23.41%+13.14%
2009+23.43%+22.67%
2008-35.13%-36.25%
2007-16.90%+5.32%
2006+35.83%+13.85%
2005+28.44%+5.32%
2004+13.75%+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

MFIC vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current MFIC drawdown is -17.46%. The current SPY drawdown is -2.35%.

RankMFICSPY
#1-88.03%
Jun 19, 2007 - Jul 24, 2019		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-67.60%
Dec 17, 2019 - Apr 29, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-26.88%
Jun 7, 2024 - Apr 8, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.41%
Apr 20, 2022 - Aug 4, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-23.16%
Aug 12, 2022 - Jun 7, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.84%
Feb 20, 2007 - Jun 1, 2007		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.61%
Jun 14, 2021 - Apr 20, 2022		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.97%
Apr 6, 2005 - Jun 14, 2005		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.85%
Sep 23, 2005 - Jun 1, 2006		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.71%
Sep 28, 2023 - Dec 13, 2023		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.02%
May 7, 2021 - Jun 11, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.74%
Jun 1, 2006 - Jul 28, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.54%
Sep 20, 2019 - Nov 6, 2019		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.53%
Sep 3, 2004 - Nov 24, 2004		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.39%
Nov 14, 2006 - Feb 8, 2007		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MFIC and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

MFIC vs SPY dividend yield comparison.

YearMFICSPY
20266.10%0.24%
202513.29%1.07%
202412.75%1.21%
202311.11%1.40%
202212.37%1.65%
202111.26%1.20%
202015.25%1.52%
201910.31%1.75%
201814.52%2.04%
201710.60%1.80%
201611.95%2.03%
201515.33%2.06%
201410.78%1.87%
20139.44%1.81%
20129.57%2.18%
201117.39%2.05%
201010.12%1.80%
200911.32%1.95%
200822.34%3.02%
200712.08%1.85%
20068.35%1.73%
20058.03%1.73%
20041.49%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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