OACC vs SCM

Comparison between Oaktree Acquisition Corp III Life Sciences - Class A (OACC, Company) and Stellus Capital Investment Corp (SCM, Company).

Both OACC and SCM are from the Financial Services sector.

OACC vs SCM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OACC(COMPANY)	SCM(COMPANY)
Market Cap	$206M	$206M
Max Drawdown	2.74%	69.75%
Sharpe Ratio	-0.24	-2.12
5Y Beta	0.04	0.58
Industry	Shell Companies	Asset Management
P/E Ratio	33.05	8.61
Forward P/E	N/A	7.19
PEG Ratio	N/A	0.00
Dividend Yield	N/A	21.00%
5Y Dividends CAGR	N/A	4.26%
Debt to Equity	0.01%	0.00%
Free Cash Flow Yield	-0.18%	17.14%
P/S Ratio	N/A	2.05
P/B Ratio	1.34	0.58

Market Cap

OACC

$206M

Winner

SCM

$206M

Max Drawdown

Winner

OACC

2.74%

SCM

69.75%

Sharpe Ratio

Winner

OACC

-0.24

SCM

-2.12

5Y Beta

Winner

OACC

0.04

SCM

0.58

Industry

OACC

Shell Companies

SCM

Asset Management

P/E Ratio

OACC

33.05

Winner

SCM

8.61

Forward P/E

OACC

N/A

SCM

7.19

PEG Ratio

OACC

N/A

SCM

0.00

Dividend Yield

OACC

N/A

SCM

21.00%

5Y Dividends CAGR

OACC

N/A

SCM

4.26%

Debt to Equity

OACC

0.01%

Winner

SCM

0.00%

Free Cash Flow Yield

OACC

-0.18%

Winner

SCM

17.14%

P/S Ratio

OACC

N/A

SCM

2.05

P/B Ratio

OACC

1.34

Winner

SCM

0.58

OACC vs SCM - Historical Returns

Returns include dividend reinvestment.

Period	OACC	SCM
1 month	+0.47%	-14.04%
3 months	+0.28%	-23.70%
6 months	+1.04%	-41.48%
1 year	+2.49%	-46.13%
5 years(CAGR)	N/A	-1.92%
10 years(CAGR)	N/A	+6.25%
Max(CAGR)	+4.38%	+5.22%

Winner

OACC

+0.47%

SCM

-14.04%

Winner

OACC

+0.28%

SCM

-23.70%

Winner

OACC

+1.04%

SCM

-41.48%

Winner

OACC

+2.49%

SCM

-46.13%

5Y(CAGR)

OACC

N/A

SCM

-1.92%

10Y(CAGR)

OACC

N/A

SCM

+6.25%

Max(CAGR)

OACC

+4.38%

Winner

SCM

+5.22%

OACC vs SCM - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	OACC	SCM
2026	+0.89%	-41.11%
2025	+6.12%	+2.76%
2024	-0.40%	+20.16%
2023	N/A	+8.48%
2022	N/A	+7.98%
2021	N/A	+31.47%
2020	N/A	-13.84%
2019	N/A	+18.09%
2018	N/A	+10.78%
2017	N/A	+19.98%
2016	N/A	+40.49%
2015	N/A	-7.88%
2014	N/A	-11.22%
2013	N/A	-2.23%
2012	N/A	+9.89%

OACC vs SCM Drawdown Comparison

The maximum drawdown for OACC was -2.74%, occurring on Aug 15, 2025. Recovery took 85 trading sessions.

The maximum drawdown for SCM was -66.03%, occurring on Mar 18, 2020. Recovery took 285 trading sessions.

The current OACC drawdown is -0.28%. The current SCM drawdown is -47.55%.

Rank	OACC	SCM
#1	-2.74% Jun 12, 2025 - Oct 14, 2025	-66.03% Feb 20, 2020 - Apr 8, 2021
#2	-1.72% Apr 2, 2025 - Apr 25, 2025	-47.55% Sep 8, 2025 - Jul 23, 2026
#3	-1.31% Feb 25, 2026 - May 11, 2026	-36.86% Nov 14, 2014 - Sep 21, 2016
#4	-1.13% Oct 14, 2025 - Oct 28, 2025	-23.86% Mar 3, 2025 - Jul 11, 2025
#5	-1.03% Feb 2, 2026 - Feb 25, 2026	-20.50% Nov 9, 2021 - Aug 15, 2022
#6	-0.94% Oct 28, 2025 - Jan 14, 2026	-17.71% Oct 27, 2017 - Jun 15, 2018
#7	-0.84% May 11, 2026 - Jul 2, 2026	-16.91% Aug 8, 2023 - Apr 22, 2024
#8	-0.76% May 19, 2025 - Jun 4, 2025	-13.74% Aug 15, 2022 - Nov 7, 2022
#9	-0.68% Mar 31, 2025 - Apr 2, 2025	-13.27% Jan 2, 2013 - Mar 21, 2014
#10	-0.61% Jan 14, 2026 - Jan 27, 2026	-13.05% Feb 24, 2023 - Jul 26, 2023
#11	-0.57% May 7, 2025 - May 13, 2025	-12.75% Dec 11, 2018 - Jan 7, 2019
#12	-0.56% Jan 28, 2026 - Feb 2, 2026	-12.45% Jul 30, 2019 - Nov 25, 2019
#13	-0.47% Jul 2, 2026 - Jul 6, 2026	-12.40% Jul 1, 2014 - Nov 10, 2014
#14	-0.40% Dec 16, 2024 - Feb 10, 2025	-11.27% Sep 21, 2018 - Nov 29, 2018
#15	-0.38% Apr 28, 2025 - May 5, 2025	-11.14% Mar 21, 2014 - Jun 27, 2014

Correlation

Correlation between OACC and SCM is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

-101