DX vs. GAIN

In the year-to-date period, DX achieves a 10.15% return, which is significantly higher than GAIN's 6.50% return. Over the past 10 years, DX has underperformed GAIN with an annualized return of 4.45%, while GAIN has yielded a comparatively higher 17.71% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Dynex Capital, Inc. (DX) and Gladstone Investment Corporation (GAIN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current DX Sharpe Ratio is 1.16, which is higher than the GAIN Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of DX and GAIN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DX's dividend yield for the trailing twelve months is around 12.57%, less than GAIN's 18.84% yield.

The maximum DX drawdown since its inception was -99.12%, which is greater than GAIN's maximum drawdown of -80.87%. Use the drawdown chart below to compare losses from any high point for DX and GAIN. For additional features, visit the drawdowns tool.

The current volatility for Dynex Capital, Inc. (DX) is 4.11%, while Gladstone Investment Corporation (GAIN) has a volatility of 6.16%. This indicates that DX experiences smaller price fluctuations and is considered to be less risky than GAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between Dynex Capital, Inc. and Gladstone Investment Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.