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Oxford Square CapitalOXSQ -1.02%28 5-Year Yield-on-Cost % is 22.85 as of Jul. 23, 2026, which is 101% above its 10-year median of 11.35. GuruFocus rates OXSQ with a GF Score™ of 28/100. The stock has 1 warning sign investors should review. Among 1,114 Asset Management companies, Oxford Square Capital ranks better than 95.24% on this metric.
Oxford Square Capital's yield on cost for the quarter that ended in Mar. 2026 was 22.85.
The historical rank and industry rank for Oxford Square Capital's 5-Year Yield-on-Cost % or its related term are showing as below:
OXSQ'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 6.71 Med: 11.35 Max: 30.12
Current: 22.85
During the past 13 years, Oxford Square Capital's highest Yield on Cost was 30.12. The lowest was 6.71. And the median was 11.35.
OXSQ's 5-Year Yield-on-Cost % is ranked better than 95.24% of 1114
companies
in the Asset Management industry
Industry Median: 6.43
vs OXSQ: 22.85
Oxford Square Capital (NAS:OXSQ) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Oxford Square Capital 5-Year Yield-on-Cost % Related Terms
OXSQ vs GGZ, DMO, WEA: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Oxford Square Capital's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Oxford Square Capital 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Oxford Square Capital's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Oxford Square Capital's 5-Year Yield-on-Cost % falls into.
Oxford Square Capital 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Oxford Square Capital (OXSQ) has a 5-Year Yield-on-Cost % of 22.85 as of Jul. 23, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Oxford Square Capital and its competitors. This is 101% above median its historical median of 11.35. Over the past decade, Oxford Square Capital's 5-Year Yield-on-Cost % has ranged from 6.71 to 30.12. According to the industry distribution chart, Oxford Square Capital ranks #53 out of 1114 companies in the Asset Management industry, placing it in the top 4.8%.
Is Oxford Square Capital's 5-Year Yield-on-Cost % too high?
Oxford Square Capital's current 5-Year Yield-on-Cost % of 22.85 is 101% above median its 10-year median of 11.35. Over the past 10 years, this metric has ranged from a low of 6.71 to a high of 30.12. The Asset Management industry median 5-Year Yield-on-Cost % is 6.43. Oxford Square Capital's value of 22.85 is 255.4% above this industry median. Based on the distribution chart, Oxford Square Capital ranks #53 out of 1114 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Oxford Square Capital has a GF Score™ of 28/100, reflecting its overall financial health beyond just this single metric.
How does Oxford Square Capital's 5-Year Yield-on-Cost % compare to GGZ and DMO?
According to the Asset Management industry distribution chart, Oxford Square Capital ranks #53 out of 1114 companies for 5-Year Yield-on-Cost %. This places Oxford Square Capital in the top 5% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.43. Oxford Square Capital's value of 22.85 is 255.4% above this benchmark. Historically, Oxford Square Capital's own 5-Year Yield-on-Cost % has ranged from 6.71 to 30.12 over the past decade. While the company's 10-year median is 11.35 vs. the industry median of 6.43, Oxford Square Capital has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.43, based on 1,114 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Oxford Square Capital's current 5-Year Yield-on-Cost % of 22.85 is 255.4% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Oxford Square Capital and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.43 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Oxford Square Capital's current 5-Year Yield-on-Cost % is 22.85, which is 101% above median its own 10-year median of 11.35. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Oxford Square Capital stock overvalued right now?
Oxford Square Capital (OXSQ) has a current 5-Year Yield-on-Cost % of 22.85. The current 5-Year Yield-on-Cost % is 22.85, which is 101% above median its 10-year median of 11.35 and 255.4% above the Asset Management industry median of 6.43. Oxford Square Capital's overall GF Score™ is 28/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Oxford Square Capital (OXSQ), the current 5-Year Yield-on-Cost % is 22.85 as of Jul. 23, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Oxford Square Capital Corp is a closed-end, non-diversified management investment company. Its investment objective is to maximize portfolio's total return. Its primary current focus is to seek an attractive risk-adjusted total return by investing in corporate debt securities and, to a lesser extent collateralized loan obligation (CLO) structured finance investments that own corporate debt securities. CLO investments may also include warehouse facilities, which are early-stage CLO vehicles intended to aggregate loans that may be used to form the basis of a traditional CLO vehicle. The company may also invest in publicly traded debt and/or equity securities.
28GF Score
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