CSWC vs JPM
Capital Southwest Corporation compared with JPMorgan Chase & Co. on yield, payout growth, payment schedule, cost and risk.
CSWC
Capital Southwest Corporation
TTM yield · Monthly
JPM
JPMorgan Chase & Co.
TTM yield · Quarterly
Quick take
- CSWC yields more today: 11.43% vs 1.99% (forward).
- JPM has grown its payout faster: 10.7%/yr vs 4.0%/yr over the last 5 years.
- CSWC pays every month; JPM pays every quarter.
- Over the last year CSWC delivered the higher total return: +14.0% vs +7.1% (price change plus payouts).
- JPM raises fewer payout-risk flags on our heuristic (low vs elevated).
Generated from the latest data on both pages. Not a recommendation.
Side by side
| Metric | CSWC | JPM |
|---|---|---|
| Share price | $22.37 | $331.58 |
| TTM yield | 11.43% | 1.85% |
| Forward yield | 11.43% | 1.99% |
| Annual payout per share | $2.556 | $6.60 |
| Payment frequency | Monthly | Quarterly |
| Next ex-date | Nov 13, 2026 (declared) | Jan 5, 2027 (est.) |
| Payout ratio (earnings) | 141% | 26% |
| 1-year payout growth | -6.8% | +10.8% |
| 5-year payout CAGR | +4.0% | +10.7% |
| Consecutive years of increases | 0 years | 3 years |
| Payout consistency (last 12) | 87/100 | 87/100 |
| 1-year total return | +14.0% | +7.1% |
| 1-year price return | +2.3% | +5.1% |
| Size (market cap / AUM) | 1.4B | 880.5B |
| Years paying | 39.5 | 42.6 |
| Payout risk (heuristic) | Elevated | Low |
| Sector / category | Financial Services | Financial Services |
✓ marks the more favourable figure where one exists (higher yield, growth, streak, consistency, return and size; lower cost, payout ratio and risk).
$10,000 invested today
| CSWC | JPM | |
|---|---|---|
| Shares | 447.0 | 30.2 |
| Income per year | $1,143 | $199 |
| Income per month (avg) | $95 | $17 |
At forward yields, before taxes. Model CSWC · Model JPM
Next payments
| Ex-date | Pay date | Per share | Status |
|---|---|---|---|
| CSWC Nov 13, 2026 | Dec 31, 2026 | $0.1934 | Declared |
| CSWC Dec 13, 2026 | Dec 28, 2026 | $0.213 | Est. |
| CSWC Jan 12, 2027 | Jan 27, 2027 | $0.213 | Est. |
| JPM Jan 5, 2027 | Jan 19, 2027 | $1.65 | Est. |
| JPM Apr 6, 2027 | Apr 20, 2027 | $1.65 | Est. |
| JPM Jul 6, 2027 | Jul 20, 2027 | $1.65 | Est. |
Annual payouts per share
CSWCJPM
Regular payments only; the current year is year to date. Per-share amounts are not directly comparable when share prices differ, so read this chart for growth trends.
FAQ
Which has the higher dividend yield, CSWC or JPM?
CSWC currently has the higher trailing yield: CSWC yields 11.43% and JPM yields 1.85%. Yield changes daily with price, so check the live figures above.
How often do CSWC and JPM pay?
CSWC pays every month and JPM pays every quarter. CSWC's next ex-date is Nov 13, 2026 and JPM's is Jan 5, 2027.
Which has grown its dividend faster, CSWC or JPM?
JPM has grown its payout faster: 10.7%/yr vs 4.0%/yr over the last 5 years.
Is CSWC or JPM better for income?
It depends on what you are optimising for. CSWC and JPM differ in yield, growth, payment schedule and risk profile; the table above puts every metric side by side so you can weigh them for your own goals. This page is data, not advice.