CCFE yields 0.02% · GBDC yields 11.86%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, CCFE + GBDC cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of CCFE + GBDC for your $10,000?
CCFE is an actively managed ETF, investing in equity securities including common stock, preferred stock, REITs, and ADRs. The fund may hold stocks of any capitalization but targets mid-cap companies. The selection process begins with an equity universe from the US and Canada, employing qualitative and quantitative analysis to pinpoint undervalued companies due to temporary market misperceptions. The investment process involves bottom-up fundamental analysis, assessing intrinsic value through financial modeling focused on financial health, growth prospects, future earnings, cash flow, and dividends. High-quality companies with adept management and solid capital strategies are prioritized. Typically, a portfolio of 20-30 companies is selected using a proprietary ranking system evaluating quality, valuation, and timing. Position weights are adjustable, with top ten holdings potentially exceeding 50% of net assets.
Full CCFE Calculator →Golub Capital BDC, Inc. (GBDC) is a business development company and operates as an externally managed closed-end non-diversified management investment company. It invests in debt and minority equity investments in middle-market companies that are, in most cases, sponsored by private equity investors. It typically invests in diversified consumer services, automobiles, healthcare technology, insurance, health care equipment and supplies, hotels, restaurants and leisure, healthcare providers and services, IT services and specialty retails. It seeks to invest in the United States. It primarily invests in first lien traditional senior debt, first lien one stop, junior debt and equity, senior secured, one stop, unitranche, second lien, subordinated and mezzanine loans of middle-market companies, and warrants.
Full GBDC Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.