MetaCap

First Mortgage Income Fund (FMY) vs OFS Capital (OFS)

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

Summary

OFS Capital is the larger company by market cap ($55.3 million vs $46.4 million), about 1.2 times the size. OFS Capital offers the higher dividend yield (20.61% vs 7.36%).

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

Relative performance

FMY+0.73%OFS+3.14%
+3%+2%-0%
Oct 7, 20261 yearOct 8, 2026

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

Head-to-head

FMY versus OFS key metrics
MetricFMYOFS
Share price$11.01$4.13
Market cap$46.39M$55.27M
1-day change-0.72%-3.40%
YTD return—-10.29%
1-year return—-42.91%
5-year return—-61.22%
P/E ratio (TTM)15.73—
Forward P/E—5.57
EPS (TTM)$0.70$-1.65
Dividend yield7.36%20.61%
Annual dividend$0.81$0.85
52-week high$12.36$7.39
52-week low$10.67$2.72
Distance from 52-week high-10.92%-44.18%
Analyst consensus—hold
Avg. price target upside—+21.21%
Average volume3.40K71.64K
Shares outstanding4.21M13.40M
Employees—47
SectorFinanceFinance
IndustryFinance/Investors ServicesFinance/Investors Services

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

  • OFS Capital offers a meaningfully higher dividend yield (20.61% vs 7.36%).

About First Mortgage Income Fund

FMY stock →

First Trust Mortgage Income Fund is a closed-ended fixed income mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Brookfield Investment Management Inc.

Finance · Finance/Investors Services

About OFS Capital

OFS stock →

OFS Capital Corporation is a business development company specializing in direct and fund investments as well as add-on acquisitions. It provides flexible capital solutions primarily through debt capital and to a lesser extent, minority equity investments serving the needs of U.S.-based middle-market companies across a broad array of industries.

Finance · Finance/Investors Services · 47 employees

FMY vs OFS FAQ

Which is bigger, First Mortgage Income Fund or OFS Capital?

OFS Capital (OFS) is larger, with a market capitalization of $55.27M compared with $46.39M for First Mortgage Income Fund (FMY).

Which pays a higher dividend, First Mortgage Income Fund or OFS Capital?

OFS Capital has the higher yield at 20.61%, compared with 7.36% for First Mortgage Income Fund.

Are First Mortgage Income Fund and OFS Capital in the same industry?

Yes. Both are classified in the Finance/Investors Services industry within the Finance sector.

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