WLTH vs CICB

Comparison between Wealthfront Corp (WLTH, Company) and CION Investment Corporation 7.50 Notes due 2029 (CICB, Company).

WLTH vs CICB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WLTH(COMPANY)	CICB(COMPANY)
Market Cap	$1.26B	$1.26B
Max Drawdown	49.26%	5.54%
Sharpe Ratio	-1.26	0.79
5Y Beta	1.83	0.03
Industry	Software - Application	N/A
P/E Ratio	3.81	70.87
Forward P/E	12.58	N/A
Dividend Yield	N/A	5.52%
Debt to Equity	0.00%	175.58%
Free Cash Flow Yield	22.45%	5.25%

Market Cap

Winner

WLTH

$1.26B

CICB

$1.26B

Max Drawdown

WLTH

49.26%

Winner

CICB

5.54%

Sharpe Ratio

WLTH

-1.26

Winner

CICB

0.79

5Y Beta

WLTH

1.83

Winner

CICB

0.03

Industry

WLTH

Software - Application

CICB

N/A

P/E Ratio

Winner

WLTH

3.81

CICB

70.87

Forward P/E

WLTH

12.58

CICB

N/A

Dividend Yield

WLTH

N/A

CICB

5.52%

Debt to Equity

Winner

WLTH

0.00%

CICB

175.58%

Free Cash Flow Yield

Winner

WLTH

22.45%

CICB

5.25%

WLTH vs CICB - Historical Returns

Returns include dividend reinvestment.

Period	WLTH	CICB
1 month	-29.84%	+1.52%
3 months	+3.69%	+2.15%
6 months	-35.77%	+1.39%
1 year	N/A	+9.34%
Max(CAGR)	-63.56%	+7.25%

WLTH

-29.84%

Winner

CICB

+1.52%

Winner

WLTH

+3.69%

CICB

+2.15%

WLTH

-35.77%

Winner

CICB

+1.39%

WLTH

N/A

CICB

+9.34%

Max(CAGR)

WLTH

-63.56%

Winner

CICB

+7.25%

WLTH vs CICB - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	WLTH	CICB
2026	-36.16%	+2.27%
2025	-4.23%	+7.51%
2024	N/A	+1.87%

WLTH vs CICB Drawdown Comparison

The maximum drawdown for WLTH was -49.26%, occurring on Feb 12, 2026. This drawdown has not yet recovered.

The maximum drawdown for CICB was -2.56%, occurring on Apr 11, 2025. Recovery took 55 trading sessions.

The current WLTH drawdown is -40.52%. The current CICB drawdown is -0.32%.

Rank	WLTH	CICB
#1	-49.26% Dec 12, 2025 - Feb 12, 2026	-2.56% Mar 27, 2025 - Jun 16, 2025
#2	N/A	-2.51% Oct 28, 2024 - Mar 14, 2025
#3	N/A	-1.93% Oct 3, 2025 - Oct 24, 2025
#4	N/A	-1.80% Dec 26, 2025 - Apr 7, 2026
#5	N/A	-1.69% Oct 30, 2025 - Nov 12, 2025
#6	N/A	-1.47% Apr 7, 2026 - Apr 30, 2026
#7	N/A	-1.15% Apr 30, 2026 - Jun 15, 2026
#8	N/A	-1.14% Sep 24, 2025 - Oct 3, 2025
#9	N/A	-1.14% Aug 18, 2025 - Sep 5, 2025
#10	N/A	-1.10% Oct 24, 2025 - Oct 30, 2025
#11	N/A	-1.01% Jun 27, 2025 - Jul 11, 2025
#12	N/A	-0.84% Jul 17, 2025 - Jul 21, 2025
#13	N/A	-0.82% Nov 12, 2025 - Nov 26, 2025
#14	N/A	-0.76% Jul 21, 2025 - Aug 5, 2025
#15	N/A	-0.70% Nov 28, 2025 - Dec 15, 2025

Correlation

Correlation between WLTH and CICB is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

-101