OXSQG vs SNFCA

Comparison between Oxford Square Capital Corp (OXSQG, Company) and Security National Financial Corp - Class A (SNFCA, Company).

5-Year PerformanceSNFCA has outperformed OXSQG, delivering a return of +5.8% compared to +4.8%

OXSQG vs SNFCA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OXSQG(COMPANY)	SNFCA(COMPANY)
Market Cap	$243M	$242M
Max Drawdown	20.77%	83.55%
Sharpe Ratio	0.38	0.19
5Y Beta	0.05	0.76
Industry	N/A	Insurance - Life
P/E Ratio	N/A	7.61
Forward P/E	N/A	1.77
PEG Ratio	N/A	3347.43
Dividend Yield	5.95%	N/A
5Y Dividends CAGR	44.68%	N/A
5Y EPS CAGR	N/A	24.44%
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	N/A	32.73%
P/S Ratio	N/A	0.72
P/B Ratio	N/A	0.57

Market Cap

Winner

OXSQG

$243M

SNFCA

$242M

Max Drawdown

Winner

OXSQG

20.77%

SNFCA

83.55%

Sharpe Ratio

Winner

OXSQG

0.38

SNFCA

0.19

5Y Beta

Winner

OXSQG

0.05

SNFCA

0.76

Industry

OXSQG

N/A

SNFCA

Insurance - Life

P/E Ratio

OXSQG

N/A

SNFCA

7.61

Forward P/E

OXSQG

N/A

SNFCA

1.77

PEG Ratio

OXSQG

N/A

SNFCA

3347.43

Dividend Yield

OXSQG

5.95%

SNFCA

N/A

5Y Dividends CAGR

OXSQG

44.68%

SNFCA

N/A

5Y EPS CAGR

OXSQG

N/A

SNFCA

24.44%

Debt to Equity

OXSQG

N/A

SNFCA

0.00%

Free Cash Flow Yield

OXSQG

N/A

SNFCA

32.73%

P/S Ratio

OXSQG

N/A

SNFCA

0.72

P/B Ratio

OXSQG

N/A

SNFCA

0.57

OXSQG vs SNFCA - Historical Returns

Returns include dividend reinvestment.

Period	OXSQG	SNFCA
1 month	-0.09%	-4.43%
3 months	+0.45%	+2.14%
6 months	+1.27%	+5.91%
1 year	+6.15%	+6.73%
5 years(CAGR)	+4.77%	+5.81%
10 years(CAGR)	N/A	+10.23%
Max(CAGR)	+5.15%	+11.10%

Winner

OXSQG

-0.09%

SNFCA

-4.43%

OXSQG

+0.45%

Winner

SNFCA

+2.14%

OXSQG

+1.27%

Winner

SNFCA

+5.91%

OXSQG

+6.15%

Winner

SNFCA

+6.73%

5Y(CAGR)

OXSQG

+4.77%

Winner

SNFCA

+5.81%

10Y(CAGR)

OXSQG

N/A

SNFCA

+10.23%

Max(CAGR)

OXSQG

+5.15%

Winner

SNFCA

+11.10%

OXSQG vs SNFCA - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	OXSQG	SNFCA
2026	+4.17%	+12.26%
2025	+9.26%	-22.58%
2024	+9.34%	+39.73%
2023	+10.57%	+29.27%
2022	-8.28%	-14.64%
2021	+2.79%	+13.91%
2020	N/A	+52.58%
2019	N/A	+17.90%
2018	N/A	+8.36%
2017	N/A	-16.48%
2016	N/A	+9.74%
2015	N/A	+17.77%
2014	N/A	+27.06%
2013	N/A	-46.78%
2012	N/A	+505.39%
2011	N/A	-15.27%
2010	N/A	-40.16%
2009	N/A	+116.63%
2008	N/A	-53.15%
2007	N/A	-27.06%
2006	N/A	+60.82%
2005	N/A	+19.75%
2004	N/A	-55.87%
2003	N/A	+25.07%
2002	N/A	+192.38%
2001	N/A	+14.57%

OXSQG vs SNFCA Drawdown Comparison

The maximum drawdown for OXSQG was -15.78%, occurring on Nov 4, 2022. Recovery took 492 trading sessions.

The maximum drawdown for SNFCA was -83.55%, occurring on Nov 25, 2008. Recovery took 2223 trading sessions.

The current OXSQG drawdown is -2.00%. The current SNFCA drawdown is -23.99%.

Rank	OXSQG	SNFCA
#1	-15.78% Jan 26, 2022 - Jan 11, 2024	-83.55% Jan 26, 2004 - Nov 23, 2012
#2	-4.00% Aug 9, 2021 - Jan 19, 2022	-73.00% Feb 7, 2013 - Jan 12, 2021
#3	-3.61% Apr 12, 2024 - Jul 15, 2024	-61.77% Jun 28, 2002 - Jan 30, 2003
#4	-3.06% Mar 8, 2024 - Apr 12, 2024	-41.04% Apr 25, 2002 - May 31, 2002
#5	-2.46% Feb 12, 2026 - Apr 24, 2026	-39.46% Feb 6, 2025 - Nov 17, 2025
#6	-2.23% Oct 27, 2025 - Dec 23, 2025	-39.19% Apr 8, 2022 - Dec 20, 2023
#7	-2.14% Jul 16, 2024 - Sep 18, 2024	-32.29% Dec 21, 2023 - Sep 27, 2024
#8	-2.04% Jul 24, 2026 - Aug 5, 2026	-26.19% Mar 19, 2021 - Mar 18, 2022
#9	-1.90% Apr 15, 2025 - May 27, 2025	-24.38% Jan 31, 2003 - Dec 29, 2003
#10	-1.83% Jan 26, 2024 - Feb 5, 2024	-22.41% Jul 30, 2001 - Jan 22, 2002
#11	-1.56% May 8, 2026 - Jul 15, 2026	-21.58% Mar 23, 2001 - Jul 16, 2001
#12	-1.48% Jul 15, 2026 - Jul 24, 2026	-20.44% Jun 3, 2002 - Jun 24, 2002
#13	-1.48% Dec 23, 2025 - Jan 15, 2026	-17.65% Dec 19, 2012 - Jan 7, 2013
#14	-1.38% Oct 16, 2024 - Dec 4, 2024	-15.93% Jan 22, 2002 - Apr 5, 2002
#15	-1.35% Oct 8, 2025 - Oct 27, 2025	-15.80% Jan 23, 2001 - Feb 27, 2001