SIMAU vs SCM

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

Both SIMAU and SCM are from the Financial Services sector.

SIMAU vs SCM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

SIMAU

$252M

SCM

$251M

Max Drawdown

Winner

SIMAU

36.18%

SCM

69.75%

Sharpe Ratio

Winner

SIMAU

0.30

SCM

-1.19

5Y Beta

Winner

SIMAU

-0.03

SCM

0.62

Industry

SIMAU

Shell Companies

SCM

Asset Management

P/E Ratio

SIMAU

29.30

Winner

SCM

8.47

Forward P/E

SIMAU

N/A

SCM

8.31

Dividend Yield

SIMAU

N/A

SCM

18.30%

5Y Dividends CAGR

SIMAU

N/A

SCM

6.15%

Debt to Equity

SIMAU

0.28%

Winner

SCM

0.00%

Free Cash Flow Yield

SIMAU

-0.23%

Winner

SCM

17.91%

SIMAU vs SCM - Historical Returns

Returns include dividend reinvestment.

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

SIMAU

+0.37%

Winner

SCM

+10.54%

SIMAU

+0.55%

Winner

SCM

+0.60%

Winner

SIMAU

+1.48%

SCM

-16.51%

Winner

SIMAU

+4.28%

SCM

-31.16%

5Y(CAGR)

SIMAU

N/A

SCM

+2.72%

10Y(CAGR)

SIMAU

N/A

SCM

+8.94%

Max(CAGR)

SIMAU

+4.53%

Winner

SCM

+7.10%

SIMAU vs SCM - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SIMAU	SCM
2026	+0.55%	-24.64%
2025	+7.14%	+2.76%
2024	+1.00%	+20.16%
2023	N/A	+8.48%
2022	N/A	+7.98%
2021	N/A	+31.47%
2020	N/A	-13.84%
2019	N/A	+18.09%
2018	N/A	+10.78%
2017	N/A	+19.98%
2016	N/A	+40.49%
2015	N/A	-7.88%
2014	N/A	-11.22%
2013	N/A	-2.23%
2012	N/A	+9.89%

SIMAU vs SCM Drawdown Comparison

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

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

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

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

Correlation

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

-0.48

-101