NMFC vs OXLCL

Comparison between New Mountain Finance Corp (NMFC, Company) and Oxford Lane Capital Corp (OXLCL, Company).

5-Year PerformanceOXLCL has outperformed NMFC, delivering a return of +6.0% compared to +0.5%

NMFC vs OXLCL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NMFC(COMPANY)	OXLCL(COMPANY)
Market Cap	$769M	$770M
Max Drawdown	67.82%	17.79%
Sharpe Ratio	-0.82	1.27
5Y Beta	0.61	0.04
Industry	Asset Management	N/A
P/E Ratio	-13.30	N/A
Forward P/E	25.25	N/A
PEG Ratio	1.34	N/A
Dividend Yield	16.00%	7.27%
5Y Dividends CAGR	5.92%	N/A
Debt to Equity	127.13%	N/A
Free Cash Flow Yield	87.93%	N/A
P/S Ratio	2.45	N/A
P/B Ratio	0.72	N/A

Market Cap

NMFC

$769M

Winner

OXLCL

$770M

Max Drawdown

NMFC

67.82%

Winner

OXLCL

17.79%

Sharpe Ratio

NMFC

-0.82

Winner

OXLCL

1.27

5Y Beta

NMFC

0.61

Winner

OXLCL

0.04

Industry

NMFC

Asset Management

OXLCL

N/A

P/E Ratio

NMFC

-13.30

OXLCL

N/A

Forward P/E

NMFC

25.25

OXLCL

N/A

PEG Ratio

NMFC

1.34

OXLCL

N/A

Dividend Yield

Winner

NMFC

16.00%

OXLCL

7.27%

5Y Dividends CAGR

NMFC

5.92%

OXLCL

N/A

Debt to Equity

NMFC

127.13%

OXLCL

N/A

Free Cash Flow Yield

NMFC

87.93%

OXLCL

N/A

P/S Ratio

NMFC

2.45

OXLCL

N/A

P/B Ratio

NMFC

0.72

OXLCL

N/A

NMFC vs OXLCL - Historical Returns

Returns include dividend reinvestment.

Period	NMFC	OXLCL
1 month	-6.90%	+0.68%
3 months	+0.59%	+3.88%
6 months	-13.50%	+5.75%
1 year	-15.88%	+12.96%
5 years(CAGR)	+0.52%	+6.02%
10 years(CAGR)	+6.09%	N/A
Max(CAGR)	+7.44%	+6.41%

NMFC

-6.90%

Winner

OXLCL

+0.68%

NMFC

+0.59%

Winner

OXLCL

+3.88%

NMFC

-13.50%

Winner

OXLCL

+5.75%

NMFC

-15.88%

Winner

OXLCL

+12.96%

5Y(CAGR)

NMFC

+0.52%

Winner

OXLCL

+6.02%

10Y(CAGR)

NMFC

+6.09%

OXLCL

N/A

Max(CAGR)

Winner

NMFC

+7.44%

OXLCL

+6.41%

NMFC vs OXLCL - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	NMFC	OXLCL
2026	-11.63%	+3.62%
2025	-7.83%	+9.98%
2024	-1.81%	+6.23%
2023	+14.22%	+12.05%
2022	-0.45%	-7.91%
2021	+31.99%	+8.95%
2020	-6.97%	N/A
2019	+18.68%	N/A
2018	+1.61%	N/A
2017	+4.91%	N/A
2016	+21.51%	N/A
2015	-3.57%	N/A
2014	+10.34%	N/A
2013	+11.00%	N/A
2012	+26.89%	N/A
2011	+10.38%	N/A

NMFC vs OXLCL Drawdown Comparison

The maximum drawdown for NMFC was -64.05%, occurring on Apr 6, 2020. Recovery took 264 trading sessions.

The maximum drawdown for OXLCL was -13.16%, occurring on Nov 4, 2022. Recovery took 414 trading sessions.

The current NMFC drawdown is -23.07%. The current OXLCL drawdown is -0.12%.

Rank	NMFC	OXLCL
#1	-64.05% Feb 13, 2020 - Mar 3, 2021	-13.16% Jan 10, 2022 - Sep 5, 2023
#2	-27.77% Feb 19, 2025 - Feb 27, 2026	-4.82% Sep 20, 2023 - Dec 12, 2023
#3	-21.90% Jul 21, 2015 - Aug 4, 2016	-4.51% Oct 8, 2024 - Jun 13, 2025
#4	-20.52% Jun 9, 2011 - Oct 27, 2011	-3.16% Aug 4, 2021 - Oct 19, 2021
#5	-17.40% Apr 1, 2022 - Jan 26, 2023	-3.07% Mar 2, 2026 - Apr 20, 2026
#6	-12.14% Jul 30, 2024 - Feb 12, 2025	-2.60% Dec 18, 2023 - Jan 2, 2024
#7	-11.31% Oct 16, 2017 - May 17, 2018	-2.44% Apr 10, 2024 - Jun 25, 2024
#8	-11.29% Sep 21, 2012 - Jan 23, 2013	-2.03% Mar 14, 2024 - Mar 21, 2024
#9	-11.29% Feb 2, 2023 - Jun 30, 2023	-1.90% Jun 26, 2024 - Aug 8, 2024
#10	-9.56% Jul 27, 2018 - Jan 16, 2019	-1.81% Jul 15, 2025 - Aug 28, 2025
#11	-8.61% Apr 29, 2013 - Nov 22, 2013	-1.41% May 25, 2021 - Jun 24, 2021
#12	-8.50% Feb 19, 2013 - Apr 23, 2013	-1.26% Sep 5, 2023 - Sep 20, 2023
#13	-6.30% Dec 24, 2013 - Jun 26, 2014	-1.25% Sep 15, 2025 - Nov 5, 2025
#14	-6.07% Jun 19, 2019 - Dec 9, 2019	-1.22% May 12, 2026 - May 28, 2026
#15	-6.01% Jul 12, 2021 - Sep 15, 2021	-1.16% Nov 18, 2025 - Dec 8, 2025

Correlation

Correlation between NMFC and OXLCL is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32

-101

Dividend Comparison (2011 - 2026)

NMFC vs OXLCL dividend yield comparison.

Year	NMFC	OXLCL
2026	4.09%	1.71%
2025	13.90%	7.01%
2024	12.17%	7.24%
2023	11.40%	7.24%
2022	9.86%	7.47%
2021	8.76%	3.76%
2020	10.92%	0.00%
2019	9.90%	0.00%
2018	10.81%	0.00%
2017	10.04%	0.00%
2016	9.65%	0.00%
2015	10.45%	0.00%
2014	9.91%	0.00%
2013	9.84%	0.00%
2012	11.48%	0.00%
2011	6.41%	0.00%