PAXS vs NMFC

Comparison between PIMCO Access Income Fund (PAXS, Company) and New Mountain Finance Corp (NMFC, Company).

Both PAXS and NMFC are from the Financial Services sector.

PAXS vs NMFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PAXS(COMPANY)	NMFC(COMPANY)
Market Cap	$684M	$680M
Max Drawdown	36.76%	67.82%
Sharpe Ratio	0.28	-1.24
5Y Beta	0.47	0.58
Industry	Asset Management	Asset Management
P/E Ratio	7.24	-11.75
Forward P/E	N/A	22.94
PEG Ratio	2.35	1.34
Dividend Yield	N/A	18.00%
5Y Dividends CAGR	N/A	4.98%
Debt to Equity	62.63%	127.13%
Free Cash Flow Yield	14.67%	99.55%
P/S Ratio	8.24	2.13
P/B Ratio	0.96	0.63

Market Cap

Winner

PAXS

$684M

NMFC

$680M

Max Drawdown

Winner

PAXS

36.76%

NMFC

67.82%

Sharpe Ratio

Winner

PAXS

0.28

NMFC

-1.24

5Y Beta

Winner

PAXS

0.47

NMFC

0.58

Industry

PAXS

Asset Management

NMFC

Asset Management

P/E Ratio

PAXS

7.24

Winner

NMFC

-11.75

Forward P/E

PAXS

N/A

NMFC

22.94

PEG Ratio

PAXS

2.35

Winner

NMFC

1.34

Dividend Yield

PAXS

N/A

NMFC

18.00%

5Y Dividends CAGR

PAXS

N/A

NMFC

4.98%

Debt to Equity

Winner

PAXS

62.63%

NMFC

127.13%

Free Cash Flow Yield

PAXS

14.67%

Winner

NMFC

99.55%

P/S Ratio

PAXS

8.24

Winner

NMFC

2.13

P/B Ratio

PAXS

0.96

Winner

NMFC

0.63

PAXS vs NMFC - Historical Returns

Returns include dividend reinvestment.

Period	PAXS	NMFC
1 month	+3.04%	-0.71%
3 months	+0.57%	-11.98%
6 months	-4.02%	-17.61%
1 year	+6.86%	-23.75%
5 years(CAGR)	+4.78%	-1.72%
10 years(CAGR)	N/A	+4.52%
Max(CAGR)	+4.78%	+6.83%

Winner

PAXS

+3.04%

NMFC

-0.71%

Winner

PAXS

+0.57%

NMFC

-11.98%

Winner

PAXS

-4.02%

NMFC

-17.61%

Winner

PAXS

+6.86%

NMFC

-23.75%

5Y(CAGR)

Winner

PAXS

+4.78%

NMFC

-1.72%

10Y(CAGR)

PAXS

N/A

NMFC

+4.52%

Max(CAGR)

PAXS

+4.78%

Winner

NMFC

+6.83%

PAXS vs NMFC - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	PAXS	NMFC
2026	+0.50%	-18.15%
2025	+10.24%	-7.83%
2024	+17.06%	-1.81%
2023	+6.44%	+14.22%
2022	-16.65%	-0.45%
2021	N/A	+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%

PAXS vs NMFC Drawdown Comparison

The maximum drawdown for PAXS was -22.28%, occurring on Jun 16, 2022. Recovery took 514 trading sessions.

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

The current PAXS drawdown is -4.92%. The current NMFC drawdown is -28.75%.

Rank	PAXS	NMFC
#1	-22.28% Feb 2, 2022 - Feb 21, 2024	-64.05% Feb 13, 2020 - Mar 3, 2021
#2	-12.90% Nov 29, 2024 - Aug 1, 2025	-30.27% Feb 19, 2025 - Jul 9, 2026
#3	-12.09% Jan 30, 2026 - Mar 27, 2026	-21.90% Jul 21, 2015 - Aug 4, 2016
#4	-8.45% Oct 2, 2024 - Nov 29, 2024	-20.52% Jun 9, 2011 - Oct 27, 2011
#5	-8.14% Apr 8, 2024 - May 3, 2024	-17.40% Apr 1, 2022 - Jan 26, 2023
#6	-7.14% Oct 8, 2025 - Jan 22, 2026	-12.14% Jul 30, 2024 - Feb 12, 2025
#7	-5.54% May 22, 2024 - Aug 19, 2024	-11.31% Oct 16, 2017 - May 17, 2018
#8	-2.48% May 3, 2024 - May 21, 2024	-11.29% Sep 21, 2012 - Jan 23, 2013
#9	-2.30% Mar 12, 2024 - Mar 28, 2024	-11.29% Feb 2, 2023 - Jun 30, 2023
#10	-2.10% Mar 4, 2024 - Mar 12, 2024	-9.56% Jul 27, 2018 - Jan 16, 2019
#11	-2.00% Feb 26, 2024 - Mar 4, 2024	-8.61% Apr 29, 2013 - Nov 22, 2013
#12	-1.48% Sep 11, 2025 - Oct 1, 2025	-8.50% Feb 19, 2013 - Apr 23, 2013
#13	-1.40% Aug 19, 2024 - Aug 27, 2024	-6.30% Dec 24, 2013 - Jun 26, 2014
#14	-1.15% Sep 16, 2024 - Sep 23, 2024	-6.07% Jun 19, 2019 - Dec 9, 2019
#15	-1.08% Sep 24, 2024 - Sep 30, 2024	-6.01% Jul 12, 2021 - Sep 15, 2021

Correlation

Correlation between PAXS and NMFC is 0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

0.14

-101

Dividend Comparison (2011 - 2026)

PAXS vs NMFC dividend yield comparison.

Year	PAXS	NMFC
2026	7.30%	8.12%
2025	11.72%	13.90%
2024	11.76%	12.17%
2023	12.54%	11.40%
2022	13.30%	9.86%
2021	0.00%	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%