PXED vs OCSL

Comparison between Phoenix Education Partners Inc (PXED, Company) and Oaktree Specialty Lending Corp (OCSL, Company).

PXED is from the Consumer Defensive sector, while OCSL is from the Financial Services sector.

PXED vs OCSL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PXED(COMPANY)	OCSL(COMPANY)
Market Cap	$1.08B	$1.08B
Max Drawdown	30.54%	83.08%
Sharpe Ratio	-0.31	-0.17
5Y Beta	0.84	0.62
Industry	Education & Training Services	Asset Management
P/E Ratio	12.67	21.80
Forward P/E	7.17	9.50
PEG Ratio	N/A	0.07
Dividend Yield	1.25%	13.20%
5Y Dividends CAGR	N/A	7.04%
Debt to Equity	0.00%	107.21%
Free Cash Flow Yield	11.61%	6.43%
P/S Ratio	1.07	3.64
P/B Ratio	4.25	0.78

Market Cap

Winner

PXED

$1.08B

OCSL

$1.08B

Max Drawdown

Winner

PXED

30.54%

OCSL

83.08%

Sharpe Ratio

PXED

-0.31

Winner

OCSL

-0.17

5Y Beta

PXED

0.84

Winner

OCSL

0.62

Industry

PXED

Education & Training Services

OCSL

Asset Management

P/E Ratio

Winner

PXED

12.67

OCSL

21.80

Forward P/E

Winner

PXED

7.17

OCSL

9.50

PEG Ratio

PXED

N/A

OCSL

0.07

Dividend Yield

PXED

1.25%

Winner

OCSL

13.20%

5Y Dividends CAGR

PXED

N/A

OCSL

7.04%

Debt to Equity

Winner

PXED

0.00%

OCSL

107.21%

Free Cash Flow Yield

Winner

PXED

11.61%

OCSL

6.43%

P/S Ratio

Winner

PXED

1.07

OCSL

3.64

P/B Ratio

PXED

4.25

Winner

OCSL

0.78

PXED vs OCSL - Historical Returns

Returns include dividend reinvestment.

Period	PXED	OCSL
1 month	-0.33%	+4.81%
3 months	+10.53%	+0.63%
6 months	+1.80%	+3.07%
1 year	N/A	-3.56%
5 years(CAGR)	N/A	+2.00%
10 years(CAGR)	N/A	+7.72%
Max(CAGR)	-24.02%	+4.73%

PXED

-0.33%

Winner

OCSL

+4.81%

Winner

PXED

+10.53%

OCSL

+0.63%

PXED

+1.80%

Winner

OCSL

+3.07%

PXED

N/A

OCSL

-3.56%

5Y(CAGR)

PXED

N/A

OCSL

+2.00%

10Y(CAGR)

PXED

N/A

OCSL

+7.72%

Max(CAGR)

PXED

-24.02%

Winner

OCSL

+4.73%

PXED vs OCSL - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	PXED	OCSL
2026	+4.17%	+4.28%
2025	-20.58%	-6.12%
2024	N/A	-15.06%
2023	N/A	+9.45%
2022	N/A	+2.78%
2021	N/A	+44.21%
2020	N/A	+10.76%
2019	N/A	+35.10%
2018	N/A	-8.00%
2017	N/A	-3.11%
2016	N/A	-4.15%
2015	N/A	-12.54%
2014	N/A	-3.03%
2013	N/A	-4.19%
2012	N/A	+19.05%
2011	N/A	-12.65%
2010	N/A	+20.91%
2009	N/A	+55.20%
2008	N/A	-30.03%

PXED vs OCSL Drawdown Comparison

The maximum drawdown for PXED was -30.06%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The maximum drawdown for OCSL was -59.39%, occurring on Mar 23, 2020. Recovery took 1608 trading sessions.

The current PXED drawdown is -18.99%. The current OCSL drawdown is -21.22%.

Rank	PXED	OCSL
#1	-30.06% Oct 9, 2025 - Mar 20, 2026	-59.39% Jul 10, 2014 - Nov 25, 2020
#2	N/A	-53.81% Jun 17, 2008 - Jun 26, 2009
#3	N/A	-35.63% Feb 18, 2011 - Apr 10, 2013
#4	N/A	-34.08% Jan 26, 2024 - Mar 13, 2026
#5	N/A	-24.65% May 13, 2010 - Jan 26, 2011
#6	N/A	-17.54% Jan 12, 2022 - Dec 29, 2022
#7	N/A	-14.95% Sep 21, 2009 - Dec 29, 2009
#8	N/A	-14.28% Jan 12, 2023 - Jul 24, 2023
#9	N/A	-14.25% Jul 25, 2013 - Jul 7, 2014
#10	N/A	-14.01% Jun 26, 2009 - Aug 21, 2009
#11	N/A	-10.90% Jan 19, 2010 - Mar 8, 2010
#12	N/A	-10.76% Aug 21, 2009 - Sep 16, 2009
#13	N/A	-9.65% Apr 23, 2010 - May 12, 2010
#14	N/A	-9.03% May 8, 2013 - Jul 15, 2013
#15	N/A	-8.17% Sep 18, 2023 - Dec 8, 2023

Correlation

Correlation between PXED and OCSL is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46

-101

Dividend Comparison (2008 - 2026)

PXED vs OCSL dividend yield comparison.

Year	PXED	OCSL
2026	1.38%	5.95%
2025	0.00%	13.27%
2024	0.00%	14.40%
2023	0.00%	11.12%
2022	0.00%	11.86%
2021	0.00%	7.37%
2020	0.00%	7.27%
2019	0.00%	6.96%
2018	0.00%	8.75%
2017	0.00%	8.38%
2016	0.00%	13.41%
2015	0.00%	10.84%
2014	0.00%	12.90%
2013	0.00%	11.93%
2012	0.00%	11.03%
2011	0.00%	12.25%
2010	0.00%	9.44%
2009	0.00%	7.17%
2008	0.00%	13.38%