OXLCL vs NMFC

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

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

OXLCL vs NMFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

OXLCL

$770M

NMFC

$769M

Max Drawdown

Winner

OXLCL

17.79%

NMFC

67.82%

Sharpe Ratio

Winner

OXLCL

1.27

NMFC

-0.82

5Y Beta

Winner

OXLCL

0.04

NMFC

0.61

Industry

OXLCL

N/A

NMFC

Asset Management

P/E Ratio

OXLCL

N/A

NMFC

-13.30

Forward P/E

OXLCL

N/A

NMFC

25.25

PEG Ratio

OXLCL

N/A

NMFC

1.34

Dividend Yield

OXLCL

7.27%

Winner

NMFC

16.00%

5Y Dividends CAGR

OXLCL

N/A

NMFC

5.92%

Debt to Equity

OXLCL

N/A

NMFC

127.13%

Free Cash Flow Yield

OXLCL

N/A

NMFC

87.93%

P/S Ratio

OXLCL

N/A

NMFC

2.45

P/B Ratio

OXLCL

N/A

NMFC

0.72

OXLCL vs NMFC - Historical Returns

Returns include dividend reinvestment.

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

Winner

OXLCL

+0.68%

NMFC

-6.90%

Winner

OXLCL

+3.88%

NMFC

+0.59%

Winner

OXLCL

+5.75%

NMFC

-13.50%

Winner

OXLCL

+12.96%

NMFC

-15.88%

5Y(CAGR)

Winner

OXLCL

+6.02%

NMFC

+0.52%

10Y(CAGR)

OXLCL

N/A

NMFC

+6.09%

Max(CAGR)

OXLCL

+6.41%

Winner

NMFC

+7.44%

OXLCL vs NMFC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

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

OXLCL vs NMFC Drawdown Comparison

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

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

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

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

Correlation

Correlation between OXLCL and NMFC 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)

OXLCL vs NMFC dividend yield comparison.

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