SBSI vs OCSL
Comparison between Southside Bancshares Inc (SBSI, Company) and Oaktree Specialty Lending Corp (OCSL, Company).
Both SBSI and OCSL are from the Financial Services sector.
5-Year PerformanceSBSI has outperformed OCSL, delivering a return of +3.8% compared to +0.6%
SBSI vs OCSL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SBSI vs OCSL - Historical Returns
Returns include dividend reinvestment.
SBSI vs OCSL - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SBSI | OCSL |
|---|---|---|
| 2026 | +14.46% | -2.51% |
| 2025 | +2.86% | -6.12% |
| 2024 | +4.84% | -15.06% |
| 2023 | -8.86% | +9.45% |
| 2022 | -11.89% | +2.78% |
| 2021 | +39.28% | +44.21% |
| 2020 | -12.73% | +10.76% |
| 2019 | +19.96% | +35.10% |
| 2018 | -3.36% | -8.00% |
| 2017 | -5.23% | -3.11% |
| 2016 | +75.55% | -4.15% |
| 2015 | -8.93% | -12.54% |
| 2014 | +22.40% | -3.03% |
| 2013 | +45.33% | -4.19% |
| 2012 | +9.84% | +19.05% |
| 2011 | +16.18% | -12.65% |
| 2010 | +21.06% | +20.91% |
| 2009 | -3.72% | +55.20% |
| 2008 | +34.11% | -30.03% |
| 2007 | -7.81% | N/A |
| 2006 | +34.38% | N/A |
| 2005 | -4.02% | N/A |
| 2004 | +32.30% | N/A |
| 2003 | +32.76% | N/A |
| 2002 | +28.02% | N/A |
| 2001 | +67.04% | N/A |
| 2000 | +6.99% | N/A |
| 1999 | -7.02% | N/A |
SBSI vs OCSL Drawdown Comparison
The maximum drawdown for SBSI was -46.14%, occurring on Mar 9, 2009. Recovery took 169 trading sessions.
The maximum drawdown for OCSL was -59.39%, occurring on Mar 23, 2020. Recovery took 1608 trading sessions.
The current SBSI drawdown is -6.78%. The current OCSL drawdown is -26.35%.
| Rank | SBSI | OCSL |
|---|---|---|
| #1 | -46.14% Sep 26, 2008 - Jun 1, 2009 | -59.39% Jul 10, 2014 - Nov 25, 2020 |
| #2 | -39.21% Jan 14, 2022 - Jul 6, 2023 | -53.81% Jun 17, 2008 - Jun 26, 2009 |
| #3 | -37.97% Apr 8, 2008 - Sep 18, 2008 | -35.63% Feb 18, 2011 - Apr 10, 2013 |
| #4 | -37.31% Aug 29, 2014 - May 25, 2016 | -34.08% Jan 26, 2024 - Mar 13, 2026 |
| #5 | -35.22% Dec 18, 2019 - Mar 3, 2021 | -24.65% May 13, 2010 - Jan 26, 2011 |
| #6 | -28.01% Dec 1, 2004 - Jul 3, 2006 | -17.54% Jan 12, 2022 - Dec 29, 2022 |
| #7 | -27.36% Aug 10, 2009 - Feb 24, 2011 | -14.95% Sep 21, 2009 - Dec 29, 2009 |
| #8 | -25.62% Nov 8, 1999 - Feb 2, 2001 | -14.28% Jan 12, 2023 - Jul 24, 2023 |
| #9 | -23.42% Nov 16, 2006 - Mar 25, 2008 | -14.25% Jul 25, 2013 - Jul 7, 2014 |
| #10 | -19.09% Sep 11, 2018 - Dec 5, 2019 | -14.01% Jun 26, 2009 - Aug 21, 2009 |
| #11 | -19.00% Jun 1, 2021 - Nov 5, 2021 | -10.90% Jan 19, 2010 - Mar 8, 2010 |
| #12 | -18.78% Jun 2, 2009 - Aug 10, 2009 | -10.76% Aug 21, 2009 - Sep 16, 2009 |
| #13 | -17.81% Apr 28, 2011 - Nov 30, 2011 | -9.65% Apr 23, 2010 - May 12, 2010 |
| #14 | -17.69% Apr 23, 2014 - Aug 21, 2014 | -9.03% May 8, 2013 - Jul 15, 2013 |
| #15 | -16.77% Jun 4, 2002 - Jan 10, 2003 | -8.17% Sep 18, 2023 - Dec 8, 2023 |
Correlation
Correlation between SBSI and OCSL is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
SBSI vs OCSL dividend yield comparison.
| Year | SBSI | OCSL |
|---|---|---|
| 2026 | 2.11% | 6.37% |
| 2025 | 4.74% | 13.27% |
| 2024 | 4.53% | 14.40% |
| 2023 | 4.53% | 11.12% |
| 2022 | 3.89% | 11.86% |
| 2021 | 3.28% | 7.37% |
| 2020 | 4.19% | 7.27% |
| 2019 | 3.39% | 6.96% |
| 2018 | 3.72% | 8.75% |
| 2017 | 3.20% | 8.38% |
| 2016 | 2.62% | 13.41% |
| 2015 | 4.12% | 10.84% |
| 2014 | 8.57% | 12.90% |
| 2013 | 6.97% | 11.93% |
| 2012 | 8.58% | 11.03% |
| 2011 | 9.00% | 12.25% |
| 2010 | 8.20% | 9.44% |
| 2009 | 9.26% | 7.17% |
| 2008 | 7.88% | 13.38% |
| 2007 | 7.81% | 0.00% |
| 2006 | 5.27% | 0.00% |
| 2005 | 2.28% | 0.00% |
| 2004 | 1.79% | 0.00% |
| 2003 | 1.90% | 0.00% |
| 2002 | 2.18% | 0.00% |
| 2001 | 6.70% | 0.00% |
| 2000 | 12.39% | 0.00% |
| 1999 | 0.54% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks