OCSL vs PXED

Comparison between Oaktree Specialty Lending Corp (OCSL, Company) and Phoenix Education Partners Inc (PXED, Company).

OCSL is from the Financial Services sector, while PXED is from the Consumer Defensive sector.

OCSL vs PXED - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCSL(COMPANY)	PXED(COMPANY)
Market Cap	$1.08B	$1.08B
Max Drawdown	83.08%	30.54%
Sharpe Ratio	-0.17	-0.31
5Y Beta	0.62	0.84
Industry	Asset Management	Education & Training Services
P/E Ratio	21.80	12.67
Forward P/E	9.50	7.17
PEG Ratio	0.07	N/A
Dividend Yield	13.20%	1.25%
5Y Dividends CAGR	7.04%	N/A
Debt to Equity	107.21%	0.00%
Free Cash Flow Yield	6.43%	11.61%
P/S Ratio	3.64	1.07
P/B Ratio	0.78	4.25

Market Cap

OCSL

$1.08B

Winner

PXED

$1.08B

Max Drawdown

OCSL

83.08%

Winner

PXED

30.54%

Sharpe Ratio

Winner

OCSL

-0.17

PXED

-0.31

5Y Beta

Winner

OCSL

0.62

PXED

0.84

Industry

OCSL

Asset Management

PXED

Education & Training Services

P/E Ratio

OCSL

21.80

Winner

PXED

12.67

Forward P/E

OCSL

9.50

Winner

PXED

7.17

PEG Ratio

OCSL

0.07

PXED

N/A

Dividend Yield

Winner

OCSL

13.20%

PXED

1.25%

5Y Dividends CAGR

OCSL

7.04%

PXED

N/A

Debt to Equity

OCSL

107.21%

Winner

PXED

0.00%

Free Cash Flow Yield

OCSL

6.43%

Winner

PXED

11.61%

P/S Ratio

OCSL

3.64

Winner

PXED

1.07

P/B Ratio

Winner

OCSL

0.78

PXED

4.25

OCSL vs PXED - Historical Returns

Returns include dividend reinvestment.

Period	OCSL	PXED
1 month	+4.81%	-0.33%
3 months	+0.63%	+10.53%
6 months	+3.07%	+1.80%
1 year	-3.56%	N/A
5 years(CAGR)	+2.00%	N/A
10 years(CAGR)	+7.72%	N/A
Max(CAGR)	+4.73%	-24.02%

Winner

OCSL

+4.81%

PXED

-0.33%

OCSL

+0.63%

Winner

PXED

+10.53%

Winner

OCSL

+3.07%

PXED

+1.80%

OCSL

-3.56%

PXED

N/A

5Y(CAGR)

OCSL

+2.00%

PXED

N/A

10Y(CAGR)

OCSL

+7.72%

PXED

N/A

Max(CAGR)

Winner

OCSL

+4.73%

PXED

-24.02%

OCSL vs PXED - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	OCSL	PXED
2026	+4.28%	+4.17%
2025	-6.12%	-20.58%
2024	-15.06%	N/A
2023	+9.45%	N/A
2022	+2.78%	N/A
2021	+44.21%	N/A
2020	+10.76%	N/A
2019	+35.10%	N/A
2018	-8.00%	N/A
2017	-3.11%	N/A
2016	-4.15%	N/A
2015	-12.54%	N/A
2014	-3.03%	N/A
2013	-4.19%	N/A
2012	+19.05%	N/A
2011	-12.65%	N/A
2010	+20.91%	N/A
2009	+55.20%	N/A
2008	-30.03%	N/A

OCSL vs PXED Drawdown Comparison

The maximum drawdown for OCSL was -59.39%, occurring on Mar 23, 2020. Recovery took 1608 trading sessions.

The maximum drawdown for PXED was -30.06%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current OCSL drawdown is -21.22%. The current PXED drawdown is -18.99%.

Rank	OCSL	PXED
#1	-59.39% Jul 10, 2014 - Nov 25, 2020	-30.06% Oct 9, 2025 - Mar 20, 2026
#2	-53.81% Jun 17, 2008 - Jun 26, 2009	N/A
#3	-35.63% Feb 18, 2011 - Apr 10, 2013	N/A
#4	-34.08% Jan 26, 2024 - Mar 13, 2026	N/A
#5	-24.65% May 13, 2010 - Jan 26, 2011	N/A
#6	-17.54% Jan 12, 2022 - Dec 29, 2022	N/A
#7	-14.95% Sep 21, 2009 - Dec 29, 2009	N/A
#8	-14.28% Jan 12, 2023 - Jul 24, 2023	N/A
#9	-14.25% Jul 25, 2013 - Jul 7, 2014	N/A
#10	-14.01% Jun 26, 2009 - Aug 21, 2009	N/A
#11	-10.90% Jan 19, 2010 - Mar 8, 2010	N/A
#12	-10.76% Aug 21, 2009 - Sep 16, 2009	N/A
#13	-9.65% Apr 23, 2010 - May 12, 2010	N/A
#14	-9.03% May 8, 2013 - Jul 15, 2013	N/A
#15	-8.17% Sep 18, 2023 - Dec 8, 2023	N/A

Correlation

Correlation between OCSL and PXED is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46

-101

Dividend Comparison (2008 - 2026)

OCSL vs PXED dividend yield comparison.

Year	OCSL	PXED
2026	5.95%	1.38%
2025	13.27%	0.00%
2024	14.40%	0.00%
2023	11.12%	0.00%
2022	11.86%	0.00%
2021	7.37%	0.00%
2020	7.27%	0.00%
2019	6.96%	0.00%
2018	8.75%	0.00%
2017	8.38%	0.00%
2016	13.41%	0.00%
2015	10.84%	0.00%
2014	12.90%	0.00%
2013	11.93%	0.00%
2012	11.03%	0.00%
2011	12.25%	0.00%
2010	9.44%	0.00%
2009	7.17%	0.00%
2008	13.38%	0.00%