PMT-P-C vs CSWC

Comparison between Pennymac Mortgage Investment Trust (PMT-P-C, Company) and Capital Southwest Corp (CSWC, Company).

5-Year PerformanceCSWC has outperformed PMT-P-C, delivering a return of +11.0% compared to +2.3%

PMT-P-C vs CSWC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PMT-P-C(COMPANY)	CSWC(COMPANY)
Market Cap	$1.60B	$1.60B
Max Drawdown	36.36%	84.38%
Sharpe Ratio	0.28	1.01
5Y Beta	0.16	0.75
Industry	N/A	Asset Management
P/E Ratio	9.60	57.99
Forward P/E	N/A	12.32
PEG Ratio	0.17	N/A
Dividend Yield	N/A	9.23%
5Y Dividends CAGR	N/A	5.88%
5Y EPS CAGR	-8.50%	N/A
Debt to Equity	38.85%	115.37%
Free Cash Flow Yield	N/A	-19.06%

Market Cap

PMT-P-C

$1.60B

Winner

CSWC

$1.60B

Max Drawdown

Winner

PMT-P-C

36.36%

CSWC

84.38%

Sharpe Ratio

PMT-P-C

0.28

Winner

CSWC

1.01

5Y Beta

Winner

PMT-P-C

0.16

CSWC

0.75

Industry

PMT-P-C

N/A

CSWC

Asset Management

P/E Ratio

Winner

PMT-P-C

9.60

CSWC

57.99

Forward P/E

PMT-P-C

N/A

CSWC

12.32

PEG Ratio

PMT-P-C

0.17

CSWC

N/A

Dividend Yield

PMT-P-C

N/A

CSWC

9.23%

5Y Dividends CAGR

PMT-P-C

N/A

CSWC

5.88%

5Y EPS CAGR

PMT-P-C

-8.50%

CSWC

N/A

Debt to Equity

Winner

PMT-P-C

38.85%

CSWC

115.37%

Free Cash Flow Yield

PMT-P-C

N/A

CSWC

-19.06%

PMT-P-C vs CSWC - Historical Returns

Returns include dividend reinvestment.

Period	PMT-P-C	CSWC
1 month	+3.34%	+7.63%
3 months	+2.80%	+10.68%
6 months	-0.14%	+16.01%
1 year	+7.30%	+23.08%
5 years(CAGR)	+2.29%	+11.00%
10 years(CAGR)	N/A	+17.70%
Max(CAGR)	+2.29%	+11.16%

PMT-P-C

+3.34%

Winner

CSWC

+7.63%

PMT-P-C

+2.80%

Winner

CSWC

+10.68%

PMT-P-C

-0.14%

Winner

CSWC

+16.01%

PMT-P-C

+7.30%

Winner

CSWC

+23.08%

5Y(CAGR)

PMT-P-C

+2.29%

Winner

CSWC

+11.00%

10Y(CAGR)

PMT-P-C

N/A

CSWC

+17.70%

Max(CAGR)

PMT-P-C

+2.29%

Winner

CSWC

+11.16%

PMT-P-C vs CSWC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PMT-P-C	CSWC
2026	+3.34%	+20.70%
2025	+4.57%	+12.53%
2024	+6.03%	+2.15%
2023	+20.59%	+53.93%
2022	-25.67%	-25.09%
2021	+3.65%	+56.93%
2020	N/A	-2.17%
2019	N/A	+19.44%
2018	N/A	+26.83%
2017	N/A	+8.74%
2016	N/A	+15.11%
2015	N/A	-0.79%
2014	N/A	+11.11%
2013	N/A	+36.73%
2012	N/A	+47.03%
2011	N/A	-21.49%
2010	N/A	+30.32%
2009	N/A	-26.01%
2008	N/A	-3.80%
2007	N/A	-5.44%
2006	N/A	+40.63%
2005	N/A	+15.79%
2004	N/A	+26.98%
2003	N/A	+24.14%
2002	N/A	-22.47%
2001	N/A	+26.63%
2000	N/A	-11.61%
1999	N/A	-12.71%

PMT-P-C vs CSWC Drawdown Comparison

The maximum drawdown for PMT-P-C was -31.13%, occurring on Oct 3, 2022. Recovery took 685 trading sessions.

The maximum drawdown for CSWC was -68.36%, occurring on Mar 9, 2009. Recovery took 1514 trading sessions.

The current PMT-P-C drawdown is -1.94%.

Rank	PMT-P-C	CSWC
#1	-31.13% Dec 3, 2021 - Aug 27, 2024	-68.36% May 22, 2007 - May 28, 2013
#2	-13.45% Oct 18, 2024 - Jan 22, 2026	-61.24% Jan 22, 2020 - Feb 2, 2021
#3	-9.66% Feb 11, 2026 - Mar 31, 2026	-42.37% May 31, 2002 - Apr 5, 2004
#4	-2.38% Sep 19, 2024 - Oct 17, 2024	-37.14% Nov 12, 1999 - Apr 9, 2002
#5	-1.80% Aug 20, 2021 - Sep 22, 2021	-33.55% Oct 25, 2021 - Sep 18, 2023
#6	-1.37% Nov 9, 2021 - Dec 2, 2021	-28.70% May 19, 2015 - Oct 2, 2017
#7	-1.14% Aug 30, 2024 - Sep 9, 2024	-27.79% Jul 11, 2024 - Jan 8, 2026
#8	-0.90% Nov 3, 2021 - Nov 9, 2021	-18.91% Dec 7, 2006 - Mar 21, 2007
#9	-0.71% Sep 30, 2021 - Oct 29, 2021	-16.17% Jul 12, 2013 - Jul 1, 2014
#10	-0.69% Jan 28, 2026 - Feb 10, 2026	-15.28% Dec 12, 2018 - Jan 8, 2019
#11	-0.63% Sep 10, 2024 - Sep 13, 2024	-15.01% Sep 2, 2014 - Dec 18, 2014
#12	-0.40% Aug 17, 2021 - Aug 19, 2021	-14.99% Jun 8, 2021 - Sep 3, 2021
#13	-0.39% Oct 29, 2021 - Nov 3, 2021	-14.20% Jun 17, 2004 - May 18, 2005
#14	-0.20% Sep 23, 2021 - Sep 29, 2021	-12.34% Jul 12, 2005 - Jan 17, 2006
#15	-0.10% Aug 27, 2024 - Aug 30, 2024	-11.17% Oct 12, 2017 - Mar 8, 2018

Correlation

Correlation between PMT-P-C and CSWC is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (1999 - 2026)

PMT-P-C vs CSWC dividend yield comparison.

Year	PMT-P-C	CSWC
2026	4.58%	5.84%
2025	9.14%	11.56%
2024	8.93%	11.59%
2023	8.63%	10.21%
2022	9.84%	12.46%
2021	2.07%	10.13%
2020	0.00%	11.49%
2019	0.00%	13.07%
2018	0.00%	10.77%
2017	0.00%	7.01%
2016	0.00%	2.35%
2015	0.00%	216.86%
2014	0.00%	0.53%
2013	0.00%	2.55%
2012	0.00%	18.46%
2011	0.00%	0.98%
2010	0.00%	0.77%
2009	0.00%	1.02%
2008	0.00%	3.01%
2007	0.00%	0.51%
2006	0.00%	0.48%
2005	0.00%	0.66%
2004	0.00%	0.76%
2003	0.00%	0.97%
2002	0.00%	1.19%
2001	0.00%	0.91%
2000	0.00%	0.38%
1999	0.00%	0.67%