CSWC
Price
$21.68
Change
-$0.17 (-0.78%)
Updated
Oct 6, 04:59 PM (EDT)
Capitalization
1.2B
27 days until earnings call
PEX
Price
$26.43
Change
-$0.22 (-0.83%)
Updated
Oct 6, 02:30 PM (EDT)
Net Assets
14.05M
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CSWC vs PEX

Header iconCSWC vs PEX Comparison
Open Charts CSWC vs PEXBanner chart's image
Capital Southwest
Price$21.68
Change-$0.17 (-0.78%)
Volume$4.67K
Capitalization1.2B
ProShares Global Listed Private Equity
Price$26.43
Change-$0.22 (-0.83%)
Volume$271
Net Assets14.05M
CSWC vs PEX Comparison Chart in %
CSWC
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
PEX
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
CSWC vs. PEX commentary
Oct 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CSWC is a Hold and PEX is a StrongBuy.

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COMPARISON
Comparison
Oct 07, 2025
Stock price -- (CSWC: $21.64)
Brand notoriety:
Market capitalization --

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

CSWC’s FA Score shows that 2 FA rating(s) are green while.

  • CSWC’s FA Score: 2 green, 3 red.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

CSWC’s TA Score shows that 4 TA indicator(s) are bullish.

  • CSWC’s TA Score: 4 bullish, 5 bearish.

Price Growth

CSWC (@Investment Managers) experienced а -1.32% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +1.15%. For the same industry, the average monthly price growth was +2.41%, and the average quarterly price growth was +39.90%.

Reported Earning Dates

CSWC is expected to report earnings on Nov 03, 2025.

Industries' Descriptions

@Investment Managers (+1.15% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS RATINGS
CSWC: Fundamental Ratings
CSWC
OUTLOOK RATING
1..100
71
VALUATION
overvalued / fair valued / undervalued
1..100
27
Undervalued
PROFIT vs RISK RATING
1..100
21
SMR RATING
1..100
38
PRICE GROWTH RATING
1..100
57
P/E GROWTH RATING
1..100
59
SEASONALITY SCORE
1..100
50

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
CSWCPEX
RSI
ODDS (%)
N/A
Bullish Trend 4 days ago
90%
Stochastic
ODDS (%)
Bullish Trend 4 days ago
52%
Bullish Trend 4 days ago
83%
Momentum
ODDS (%)
Bearish Trend 4 days ago
48%
Bullish Trend 4 days ago
82%
MACD
ODDS (%)
Bearish Trend 4 days ago
45%
Bullish Trend 4 days ago
80%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
49%
Bullish Trend 4 days ago
83%
TrendMonth
ODDS (%)
Bearish Trend 4 days ago
43%
Bearish Trend 4 days ago
71%
Advances
ODDS (%)
Bullish Trend 18 days ago
66%
Bullish Trend 4 days ago
83%
Declines
ODDS (%)
Bearish Trend 6 days ago
50%
Bearish Trend 13 days ago
74%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
57%
Bullish Trend 4 days ago
85%
Aroon
ODDS (%)
Bullish Trend 4 days ago
59%
Bearish Trend 4 days ago
64%
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CSWC
Daily Signalchanged days ago
Gain/Loss if bought
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PEX
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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CSWC and

Correlation & Price change

A.I.dvisor indicates that over the last year, CSWC has been closely correlated with SLRC. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if CSWC jumps, then SLRC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CSWC
1D Price
Change %
CSWC100%
-0.96%
SLRC - CSWC
76%
Closely correlated
-0.67%
ARCC - CSWC
75%
Closely correlated
-0.15%
OBDC - CSWC
75%
Closely correlated
-0.95%
GBDC - CSWC
73%
Closely correlated
-1.01%
NMFC - CSWC
73%
Closely correlated
+0.11%
More

PEX and

Correlation & Price change

A.I.dvisor indicates that over the last year, PEX has been loosely correlated with SLRC. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if PEX jumps, then SLRC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PEX
1D Price
Change %
PEX100%
+0.35%
SLRC - PEX
61%
Loosely correlated
-1.45%
MFIC - PEX
60%
Loosely correlated
-1.25%
CSWC - PEX
60%
Loosely correlated
-0.86%
ARCC - PEX
60%
Loosely correlated
-1.18%
MAIN - PEX
58%
Loosely correlated
-1.58%
More