SCM vs OACC

Comparison between Stellus Capital Investment Corp (SCM, Company) and Oaktree Acquisition Corp III Life Sciences - Class A (OACC, Company).

Both SCM and OACC are from the Financial Services sector.

SCM vs OACC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCM(COMPANY)	OACC(COMPANY)
Market Cap	$206M	$206M
Max Drawdown	69.75%	2.74%
Sharpe Ratio	-2.12	-0.24
5Y Beta	0.58	0.04
Industry	Asset Management	Shell Companies
P/E Ratio	8.61	33.05
Forward P/E	7.19	N/A
PEG Ratio	0.00	N/A
Dividend Yield	21.00%	N/A
5Y Dividends CAGR	4.26%	N/A
Debt to Equity	0.00%	0.01%
Free Cash Flow Yield	17.14%	-0.18%
P/S Ratio	2.05	N/A
P/B Ratio	0.58	1.34

Market Cap

Winner

SCM

$206M

OACC

$206M

Max Drawdown

SCM

69.75%

Winner

OACC

2.74%

Sharpe Ratio

SCM

-2.12

Winner

OACC

-0.24

5Y Beta

SCM

0.58

Winner

OACC

0.04

Industry

SCM

Asset Management

OACC

Shell Companies

P/E Ratio

Winner

SCM

8.61

OACC

33.05

Forward P/E

SCM

7.19

OACC

N/A

PEG Ratio

SCM

0.00

OACC

N/A

Dividend Yield

SCM

21.00%

OACC

N/A

5Y Dividends CAGR

SCM

4.26%

OACC

N/A

Debt to Equity

Winner

SCM

0.00%

OACC

0.01%

Free Cash Flow Yield

Winner

SCM

17.14%

OACC

-0.18%

P/S Ratio

SCM

2.05

OACC

N/A

P/B Ratio

Winner

SCM

0.58

OACC

1.34

SCM vs OACC - Historical Returns

Returns include dividend reinvestment.

Period	SCM	OACC
1 month	-14.04%	+0.47%
3 months	-23.70%	+0.28%
6 months	-41.48%	+1.04%
1 year	-46.13%	+2.49%
5 years(CAGR)	-1.92%	N/A
10 years(CAGR)	+6.25%	N/A
Max(CAGR)	+5.22%	+4.38%

SCM

-14.04%

Winner

OACC

+0.47%

SCM

-23.70%

Winner

OACC

+0.28%

SCM

-41.48%

Winner

OACC

+1.04%

SCM

-46.13%

Winner

OACC

+2.49%

5Y(CAGR)

SCM

-1.92%

OACC

N/A

10Y(CAGR)

SCM

+6.25%

OACC

N/A

Max(CAGR)

Winner

SCM

+5.22%

OACC

+4.38%

SCM vs OACC - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SCM	OACC
2026	-41.11%	+0.89%
2025	+2.76%	+6.12%
2024	+20.16%	-0.40%
2023	+8.48%	N/A
2022	+7.98%	N/A
2021	+31.47%	N/A
2020	-13.84%	N/A
2019	+18.09%	N/A
2018	+10.78%	N/A
2017	+19.98%	N/A
2016	+40.49%	N/A
2015	-7.88%	N/A
2014	-11.22%	N/A
2013	-2.23%	N/A
2012	+9.89%	N/A

SCM vs OACC Drawdown Comparison

The maximum drawdown for SCM was -66.03%, occurring on Mar 18, 2020. Recovery took 285 trading sessions.

The maximum drawdown for OACC was -2.74%, occurring on Aug 15, 2025. Recovery took 85 trading sessions.

The current SCM drawdown is -47.55%. The current OACC drawdown is -0.28%.

Rank	SCM	OACC
#1	-66.03% Feb 20, 2020 - Apr 8, 2021	-2.74% Jun 12, 2025 - Oct 14, 2025
#2	-47.55% Sep 8, 2025 - Jul 23, 2026	-1.72% Apr 2, 2025 - Apr 25, 2025
#3	-36.86% Nov 14, 2014 - Sep 21, 2016	-1.31% Feb 25, 2026 - May 11, 2026
#4	-23.86% Mar 3, 2025 - Jul 11, 2025	-1.13% Oct 14, 2025 - Oct 28, 2025
#5	-20.50% Nov 9, 2021 - Aug 15, 2022	-1.03% Feb 2, 2026 - Feb 25, 2026
#6	-17.71% Oct 27, 2017 - Jun 15, 2018	-0.94% Oct 28, 2025 - Jan 14, 2026
#7	-16.91% Aug 8, 2023 - Apr 22, 2024	-0.84% May 11, 2026 - Jul 2, 2026
#8	-13.74% Aug 15, 2022 - Nov 7, 2022	-0.76% May 19, 2025 - Jun 4, 2025
#9	-13.27% Jan 2, 2013 - Mar 21, 2014	-0.68% Mar 31, 2025 - Apr 2, 2025
#10	-13.05% Feb 24, 2023 - Jul 26, 2023	-0.61% Jan 14, 2026 - Jan 27, 2026
#11	-12.75% Dec 11, 2018 - Jan 7, 2019	-0.57% May 7, 2025 - May 13, 2025
#12	-12.45% Jul 30, 2019 - Nov 25, 2019	-0.56% Jan 28, 2026 - Feb 2, 2026
#13	-12.40% Jul 1, 2014 - Nov 10, 2014	-0.47% Jul 2, 2026 - Jul 6, 2026
#14	-11.27% Sep 21, 2018 - Nov 29, 2018	-0.40% Dec 16, 2024 - Feb 10, 2025
#15	-11.14% Mar 21, 2014 - Jun 27, 2014	-0.38% Apr 28, 2025 - May 5, 2025

Correlation

Correlation between SCM and OACC is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

-101