OXSQH vs LU
Comparison between Oxford Square Capital Corp (OXSQH, Company) and Lufax Holding Ltd (LU, Company).
OXSQH vs LU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
OXSQH
$2.35B
LU
$2.34B
Max Drawdown
Winner
OXSQH
3.89%
LU
98.44%
Sharpe Ratio
Winner
OXSQH
0.70
LU
-1.00
5Y Beta
Winner
OXSQH
0.07
LU
0.99
Industry
OXSQH
N/A
LU
Credit Services
P/E Ratio
Winner
OXSQH
-64.19
LU
-3.86
Forward P/E
OXSQH
N/A
LU
3.79
Dividend Yield
OXSQH
1.68%
LU
N/A
Debt to Equity
OXSQH
0.00%
LU
N/A
Free Cash Flow Yield
OXSQH
-1.45%
LU
N/A
P/S Ratio
OXSQH
N/A
LU
0.08
P/B Ratio
OXSQH
N/A
LU
0.17
OXSQH vs LU - Historical Returns
Returns include dividend reinvestment.
1M
OXSQH
-0.23%
Winner
LU
+4.93%
3M
Winner
OXSQH
+0.38%
LU
-26.24%
6M
Winner
OXSQH
+1.90%
LU
-48.44%
1Y
Winner
OXSQH
+8.30%
LU
-47.35%
5Y(CAGR)
OXSQH
N/A
LU
-32.52%
Max(CAGR)
Winner
OXSQH
+8.45%
LU
-35.82%
OXSQH vs LU - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | OXSQH | LU |
|---|---|---|
| 2026 | +3.54% | -44.61% |
| 2025 | +4.60% | +7.11% |
| 2024 | N/A | +79.42% |
| 2023 | N/A | -60.72% |
| 2022 | N/A | -60.71% |
| 2021 | N/A | -60.63% |
| 2020 | N/A | +10.51% |
OXSQH vs LU Drawdown Comparison
The maximum drawdown for OXSQH was -3.61%, occurring on Mar 24, 2026. Recovery took 52 trading sessions.
The maximum drawdown for LU was -96.67%, occurring on Jan 17, 2024. This drawdown has not yet recovered.
The current OXSQH drawdown is -1.52%. The current LU drawdown is -94.95%.
| Rank | OXSQH | LU |
|---|---|---|
| #1 | -3.61% Feb 17, 2026 - May 1, 2026 | -96.67% Nov 16, 2020 - Jan 17, 2024 |
| #2 | -2.32% May 7, 2026 - Jul 6, 2026 | -8.26% Nov 2, 2020 - Nov 5, 2020 |
| #3 | -1.52% Jul 15, 2026 - Jul 31, 2026 | -5.26% Nov 9, 2020 - Nov 12, 2020 |
| #4 | -1.23% Oct 29, 2025 - Dec 12, 2025 | N/A |
| #5 | -1.18% Dec 19, 2025 - Jan 5, 2026 | N/A |
| #6 | -1.13% Oct 6, 2025 - Oct 22, 2025 | N/A |
| #7 | -1.10% May 1, 2026 - May 7, 2026 | N/A |
| #8 | -0.86% Jan 9, 2026 - Jan 21, 2026 | N/A |
| #9 | -0.83% Dec 12, 2025 - Dec 18, 2025 | N/A |
| #10 | -0.82% Sep 29, 2025 - Oct 6, 2025 | N/A |
| #11 | -0.79% Feb 9, 2026 - Feb 13, 2026 | N/A |
| #12 | -0.66% Jul 9, 2026 - Jul 15, 2026 | N/A |
| #13 | -0.47% Jan 26, 2026 - Feb 6, 2026 | N/A |
| #14 | -0.43% Sep 23, 2025 - Sep 29, 2025 | N/A |
| #15 | -0.35% Jan 6, 2026 - Jan 9, 2026 | N/A |
Correlation
Correlation between OXSQH and LU is -0.84 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.84
-101
Dividend Comparison (2022 - 2026)
OXSQH vs LU dividend yield comparison.
| Year | OXSQH | LU |
|---|---|---|
| 2026 | 5.83% | 0.00% |
| 2025 | 1.77% | 0.00% |
| 2024 | 0.00% | 101.26% |
| 2023 | 0.00% | 11.60% |
| 2022 | 0.00% | 26.29% |
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