PSEC vs PTA

Comparison between Prospect Capital Corp (PSEC, Company) and Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA, Company).

Both PSEC and PTA are from the Financial Services sector.

5-Year PerformancePTA has outperformed PSEC, delivering a return of +2.8% compared to -13.8%

PSEC vs PTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSEC(COMPANY)	PTA(COMPANY)
Market Cap	$1.09B	$1.09B
Max Drawdown	88.56%	38.77%
Sharpe Ratio	-0.48	0.25
5Y Beta	0.70	N/A
Industry	Asset Management	Asset Management
P/E Ratio	-3.01	12.12
Forward P/E	9.37	N/A
PEG Ratio	1.55	N/A
Dividend Yield	23.70%	N/A
5Y Dividends CAGR	-5.92%	17.43%
Debt to Equity	58.64%	N/A
Free Cash Flow Yield	50.55%	N/A
P/S Ratio	1.70	12.00
P/B Ratio	0.38	0.93

Market Cap

Winner

PSEC

$1.09B

PTA

$1.09B

Max Drawdown

PSEC

88.56%

Winner

PTA

38.77%

Sharpe Ratio

PSEC

-0.48

Winner

PTA

0.25

5Y Beta

PSEC

0.70

PTA

N/A

Industry

PSEC

Asset Management

PTA

Asset Management

P/E Ratio

Winner

PSEC

-3.01

PTA

12.12

Forward P/E

PSEC

9.37

PTA

N/A

PEG Ratio

PSEC

1.55

PTA

N/A

Dividend Yield

PSEC

23.70%

PTA

N/A

5Y Dividends CAGR

PSEC

-5.92%

Winner

PTA

17.43%

Debt to Equity

PSEC

58.64%

PTA

N/A

Free Cash Flow Yield

PSEC

50.55%

PTA

N/A

P/S Ratio

Winner

PSEC

1.70

PTA

12.00

P/B Ratio

Winner

PSEC

0.38

PTA

0.93

PSEC vs PTA - Historical Returns

Returns include dividend reinvestment.

Period	PSEC	PTA
1 month	-0.23%	-1.66%
3 months	-8.44%	+3.00%
6 months	-2.63%	+4.06%
1 year	-16.83%	+6.55%
5 years(CAGR)	-13.81%	+2.85%
10 years(CAGR)	+0.23%	N/A
Max(CAGR)	+2.93%	+3.34%

Winner

PSEC

-0.23%

PTA

-1.66%

PSEC

-8.44%

Winner

PTA

+3.00%

PSEC

-2.63%

Winner

PTA

+4.06%

PSEC

-16.83%

Winner

PTA

+6.55%

5Y(CAGR)

PSEC

-13.81%

Winner

PTA

+2.85%

10Y(CAGR)

PSEC

+0.23%

PTA

N/A

Max(CAGR)

PSEC

+2.93%

Winner

PTA

+3.34%

PSEC vs PTA - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	PSEC	PTA
2026	-3.99%	+3.04%
2025	-29.31%	+7.37%
2024	-18.77%	+14.27%
2023	-4.59%	+9.03%
2022	-9.87%	-21.07%
2021	+67.01%	+0.86%
2020	-4.08%	+4.53%
2019	+12.89%	N/A
2018	+1.08%	N/A
2017	-10.30%	N/A
2016	+32.49%	N/A
2015	-5.18%	N/A
2014	-15.72%	N/A
2013	+14.79%	N/A
2012	+27.69%	N/A
2011	-4.33%	N/A
2010	-0.22%	N/A
2009	+13.42%	N/A
2008	-1.83%	N/A
2007	-17.20%	N/A
2006	+22.80%	N/A
2005	+32.71%	N/A
2004	-19.39%	N/A

PSEC vs PTA Drawdown Comparison

The maximum drawdown for PSEC was -61.38%, occurring on Oct 9, 2008. Recovery took 911 trading sessions.

The maximum drawdown for PTA was -28.72%, occurring on May 15, 2023. Recovery took 741 trading sessions.

The current PSEC drawdown is -53.19%. The current PTA drawdown is -2.15%.

Rank	PSEC	PTA
#1	-61.38% Jul 11, 2007 - Feb 18, 2011	-28.72% Sep 3, 2021 - Aug 16, 2024
#2	-57.08% Jan 12, 2022 - May 19, 2026	-13.01% Oct 16, 2024 - Jul 1, 2025
#3	-43.97% Apr 26, 2017 - Jan 19, 2021	-9.49% Sep 19, 2025 - Mar 30, 2026
#4	-41.28% Aug 25, 2014 - Aug 15, 2016	-4.27% Dec 28, 2020 - Jun 4, 2021
#5	-37.07% Mar 3, 2011 - Feb 16, 2012	-2.28% Jul 6, 2021 - Sep 1, 2021
#6	-30.80% Sep 20, 2004 - Nov 30, 2005	-2.05% Jul 17, 2025 - Jul 31, 2025
#7	-18.28% Sep 17, 2012 - Aug 20, 2013	-1.77% Nov 25, 2020 - Dec 10, 2020
#8	-14.78% Jun 8, 2021 - Nov 9, 2021	-1.49% Aug 12, 2025 - Aug 19, 2025
#9	-11.98% Aug 30, 2016 - Dec 21, 2016	-1.31% Dec 18, 2020 - Dec 23, 2020
#10	-11.78% Feb 18, 2014 - Jul 2, 2014	-1.18% Jun 4, 2021 - Jul 1, 2021
#11	-10.78% Dec 11, 2006 - Jun 4, 2007	-1.05% Dec 15, 2020 - Dec 18, 2020
#12	-9.95% Jun 30, 2006 - Oct 16, 2006	-1.04% Oct 2, 2024 - Oct 8, 2024
#13	-9.60% Feb 22, 2021 - Apr 6, 2021	-0.93% Aug 27, 2024 - Sep 16, 2024
#14	-9.16% Nov 23, 2021 - Jan 12, 2022	-0.89% Aug 22, 2025 - Sep 4, 2025
#15	-8.16% Jul 10, 2012 - Sep 11, 2012	-0.84% Jul 9, 2025 - Jul 16, 2025

Correlation

Correlation between PSEC and PTA is -0.67 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.67

-101

Dividend Comparison (2004 - 2026)

PSEC vs PTA dividend yield comparison.

Year	PSEC	PTA
2026	9.31%	4.19%
2025	20.85%	8.33%
2024	16.01%	8.37%
2023	12.02%	8.93%
2022	10.30%	8.83%
2021	8.56%	7.10%
2020	13.31%	0.50%
2019	11.18%	0.00%
2018	11.41%	0.00%
2017	13.45%	0.00%
2016	11.97%	0.00%
2015	14.71%	0.00%
2014	16.05%	0.00%
2013	11.78%	0.00%
2012	10.35%	0.00%
2011	13.08%	0.00%
2010	10.32%	0.00%
2009	13.78%	0.00%
2008	13.43%	0.00%
2007	11.99%	0.00%
2006	8.20%	0.00%
2005	5.01%	0.00%
2004	0.83%	0.00%