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Capital Southwest (CSWC) vs Guggenheim Strategic Opportunities Fund (GOF)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.

Summary

Guggenheim Strategic Opportunities Fund is the larger company by market cap ($1.95 billion vs $1.51 billion), about 1.3 times the size. On valuation, Guggenheim Strategic Opportunities Fund trades at a lower trailing P/E (8.0x vs 13.1x for Capital Southwest). Capital Southwest pays a dividend yielding 9.78%, while Guggenheim Strategic Opportunities Fund does not currently pay one.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

CSWC+1.06%GOF+1.04%
+1%+1%-0%
Oct 7, 20261 yearOct 8, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

CSWC versus GOF key metrics
MetricCSWCGOF
Share price$23.74$8.74
Market cap$1.51B$1.95B
1-day change+1.06%+1.04%
YTD return+7.18%—
1-year return+14.96%—
5-year return-13.45%—
P/E ratio (TTM)13.128.02
Forward P/E10.17—
EPS (TTM)$1.81$1.09
Dividend yield9.78%25.00%
Annual dividend$2.32$0.00
Net income (latest FY)$113.00M—
52-week high$25.75$15.02
52-week low$19.37$8.40
Distance from 52-week high-7.81%-41.81%
Analyst consensusnone—
Avg. price target upside+6.57%—
Average volume627.57K2.61M
Shares outstanding63.73M223.45M
Employees36—
SectorFinancial ServicesFinancial Services
IndustryAsset ManagementAsset Management

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • Capital Southwest trades at a higher earnings multiple (13.1x vs 8.0x trailing P/E).
  • Guggenheim Strategic Opportunities Fund offers a meaningfully higher dividend yield (25.00% vs 9.78%).

About Capital Southwest

CSWC stock →

Capital Southwest Corporation is a business development company. The firm specializes in credit and private equity and venture capital investments in lower middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, industry consolidation, recapitalizations and growth capital investments.

Financial Services · Asset Management · 36 employees

About Guggenheim Strategic Opportunities Fund

GOF stock →

Guggenheim Strategic Opportunities Fund is a closed-ended balanced mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC. The fund is co-managed by Guggenheim Partners Investment Management LLC.

Financial Services · Asset Management

CSWC vs GOF FAQ

Which is bigger, Capital Southwest or Guggenheim Strategic Opportunities Fund?

Guggenheim Strategic Opportunities Fund (GOF) is larger, with a market capitalization of $1.95B compared with $1.51B for Capital Southwest (CSWC).

Which has the lower P/E ratio, CSWC or GOF?

GOF has the lower trailing P/E at 8.0, versus 13.1 for CSWC. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Which pays a higher dividend, Capital Southwest or Guggenheim Strategic Opportunities Fund?

Guggenheim Strategic Opportunities Fund has the higher yield at 25.00%, compared with 9.78% for Capital Southwest.

Are Capital Southwest and Guggenheim Strategic Opportunities Fund in the same industry?

Yes. Both are classified in the Asset Management industry within the Financial Services sector.

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