SCM vs SIMAU

Comparison between Stellus Capital Investment Corp (SCM, Company) and SIM Acquisition Corp I - Units (1 Ord Cl A & 1/2 War) (SIMAU, Company).

Both SCM and SIMAU are from the Financial Services sector.

SCM vs SIMAU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCM(COMPANY)	SIMAU(COMPANY)
Market Cap	$251M	$252M
Max Drawdown	69.75%	36.18%
Sharpe Ratio	-1.19	0.30
5Y Beta	0.62	-0.03
Industry	Asset Management	Shell Companies
P/E Ratio	8.47	29.30
Forward P/E	8.31	N/A
Dividend Yield	18.30%	N/A
5Y Dividends CAGR	6.15%	N/A
Debt to Equity	0.00%	0.28%
Free Cash Flow Yield	17.91%	-0.23%

Market Cap

SCM

$251M

Winner

SIMAU

$252M

Max Drawdown

SCM

69.75%

Winner

SIMAU

36.18%

Sharpe Ratio

SCM

-1.19

Winner

SIMAU

0.30

5Y Beta

SCM

0.62

Winner

SIMAU

-0.03

Industry

SCM

Asset Management

SIMAU

Shell Companies

P/E Ratio

Winner

SCM

8.47

SIMAU

29.30

Forward P/E

SCM

8.31

SIMAU

N/A

Dividend Yield

SCM

18.30%

SIMAU

N/A

5Y Dividends CAGR

SCM

6.15%

SIMAU

N/A

Debt to Equity

Winner

SCM

0.00%

SIMAU

0.28%

Free Cash Flow Yield

Winner

SCM

17.91%

SIMAU

-0.23%

SCM vs SIMAU - Historical Returns

Returns include dividend reinvestment.

Period	SCM	SIMAU
1 month	+10.54%	+0.37%
3 months	+0.60%	+0.55%
6 months	-16.51%	+1.48%
1 year	-31.16%	+4.28%
5 years(CAGR)	+2.72%	N/A
10 years(CAGR)	+8.94%	N/A
Max(CAGR)	+7.10%	+4.53%

Winner

SCM

+10.54%

SIMAU

+0.37%

Winner

SCM

+0.60%

SIMAU

+0.55%

SCM

-16.51%

Winner

SIMAU

+1.48%

SCM

-31.16%

Winner

SIMAU

+4.28%

5Y(CAGR)

SCM

+2.72%

SIMAU

N/A

10Y(CAGR)

SCM

+8.94%

SIMAU

N/A

Max(CAGR)

Winner

SCM

+7.10%

SIMAU

+4.53%

SCM vs SIMAU - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SCM	SIMAU
2026	-24.64%	+0.55%
2025	+2.76%	+7.14%
2024	+20.16%	+1.00%
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 SIMAU Drawdown Comparison

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

The maximum drawdown for SIMAU was -36.18%, occurring on Aug 10, 2026. This drawdown has not yet recovered.

The current SCM drawdown is -32.88%. The current SIMAU drawdown is -35.59%.

Rank	SCM	SIMAU
#1	-66.03% Feb 20, 2020 - Apr 8, 2021	-36.18% Jun 1, 2026 - Aug 10, 2026
#2	-47.77% Sep 8, 2025 - Jul 24, 2026	-16.14% May 21, 2026 - May 28, 2026
#3	-36.86% Nov 14, 2014 - Sep 21, 2016	-9.03% Dec 23, 2024 - May 21, 2026
#4	-23.86% Mar 3, 2025 - Jul 11, 2025	-5.90% Nov 14, 2024 - Dec 23, 2024
#5	-20.50% Nov 9, 2021 - Aug 15, 2022	-5.52% May 28, 2026 - Jun 1, 2026
#6	-17.71% Oct 27, 2017 - Jun 15, 2018	-0.60% Sep 16, 2024 - Nov 13, 2024
#7	-16.91% Aug 8, 2023 - Apr 22, 2024	-0.30% Aug 8, 2024 - Aug 30, 2024
#8	-13.74% Aug 15, 2022 - Nov 7, 2022	-0.25% Jul 10, 2024 - Aug 8, 2024
#9	-13.27% Jan 2, 2013 - Mar 21, 2014	N/A
#10	-13.05% Feb 24, 2023 - Jul 26, 2023	N/A
#11	-12.75% Dec 11, 2018 - Jan 7, 2019	N/A
#12	-12.45% Jul 30, 2019 - Nov 25, 2019	N/A
#13	-12.40% Jul 1, 2014 - Nov 10, 2014	N/A
#14	-11.27% Sep 21, 2018 - Nov 29, 2018	N/A
#15	-11.14% Mar 21, 2014 - Jun 27, 2014	N/A

Correlation

Correlation between SCM and SIMAU is -0.48 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.48

-101