DX vs. GAIN
Compare and contrast key facts about Dynex Capital, Inc. (DX) and Gladstone Investment Corporation (GAIN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DX or GAIN.
Key characteristics
| DX | GAIN | |
|---|---|---|
| YTD Return | 0.69% | 3.37% |
| 1Y Return | 28.62% | 27.08% |
| 3Y Return (Ann) | -5.64% | 12.32% |
| 5Y Return (Ann) | 2.98% | 13.33% |
| 10Y Return (Ann) | 4.04% | 16.89% |
| Sharpe Ratio | 1.01 | 1.33 |
| Daily Std Dev | 26.05% | 19.05% |
| Max Drawdown | -99.12% | -80.87% |
| Current Drawdown | -53.31% | -2.23% |
Fundamentals
| DX | GAIN | |
|---|---|---|
| Market Cap | $764.80M | $509.28M |
| EPS | $1.20 | $1.99 |
| PE Ratio | 9.93 | 7.13 |
| PEG Ratio | -1.31 | 5.46 |
| Revenue (TTM) | $112.09M | $83.52M |
| Gross Profit (TTM) | $177.00M | $72.55M |
| EBITDA (TTM) | $34.60M | -$40.46M |
Correlation
The correlation between DX and GAIN is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DX vs. GAIN - Performance Comparison
In the year-to-date period, DX achieves a 0.69% return, which is significantly lower than GAIN's 3.37% return. Over the past 10 years, DX has underperformed GAIN with an annualized return of 4.04%, while GAIN has yielded a comparatively higher 16.89% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
DX vs. GAIN - Risk-Adjusted Performance Comparison
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.
Dividends
DX vs. GAIN - Dividend Comparison
DX's dividend yield for the trailing twelve months is around 12.91%, less than GAIN's 14.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DX Dynex Capital, Inc. | 12.91% | 12.46% | 12.26% | 8.89% | 9.33% | 11.87% | 12.59% | 10.27% | 12.32% | 15.12% | 12.12% | 14.00% |
GAIN Gladstone Investment Corporation | 14.92% | 16.57% | 9.08% | 5.34% | 9.22% | 7.42% | 9.68% | 7.77% | 8.87% | 9.68% | 11.00% | 7.30% |
Drawdowns
DX vs. GAIN - Drawdown Comparison
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.
Volatility
DX vs. GAIN - Volatility Comparison
Dynex Capital, Inc. (DX) has a higher volatility of 8.02% compared to Gladstone Investment Corporation (GAIN) at 2.83%. This indicates that DX's price experiences larger fluctuations and is considered to be riskier than GAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
DX vs. GAIN - Financials Comparison
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.
Total Revenue: Total amount of money received from sales and other business activities