FE vs. GLAD
FE (FirstEnergy Corp.) and GLAD (Gladstone Capital Corporation) are both stocks. FE operates in Utilities - Diversified (Utilities), while GLAD operates in Asset Management (Financial Services). Over the past 10 years, FE returned 8.20%/yr vs 11.26%/yr for GLAD. Their 0.21 correlation means their historical movements had little consistent relationship.
Performance
FE vs. GLAD - Performance Comparison
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Returns By Period
In the year-to-date period, FE achieves a 10.06% return, which is significantly higher than GLAD's -4.42% return. Over the past 10 years, FE has underperformed GLAD with an annualized return of 8.20%, while GLAD has yielded a comparatively higher 11.26% annualized return.
FE
- 1D
- -0.82%
- 1M
- -0.45%
- 6M
- 4.09%
- YTD
- 10.06%
- 1Y
- 16.40%
- 3Y*
- 11.99%
- 5Y*
- 9.10%
- 10Y*
- 8.20%
- ALL TIME*
- 7.03%
GLAD
- 1D
- -1.01%
- 1M
- -3.69%
- 6M
- -4.87%
- YTD
- -4.42%
- 1Y
- -24.61%
- 3Y*
- 3.41%
- 5Y*
- 4.94%
- 10Y*
- 11.26%
- ALL TIME*
- 6.63%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $243.66M | $221.41M | $224.72M | |
| $3.38M | $3.15M | $3.26M |
FE vs. GLAD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FE FirstEnergy Corp. | 10.06% | 17.26% | 13.24% | -8.86% | 4.79% | 41.81% | -34.18% | 34.13% | 27.85% | 3.61% |
GLAD Gladstone Capital Corporation | -4.42% | -21.14% | 46.99% | 22.71% | -10.43% | 40.50% | -0.69% | 48.58% | -13.07% | 7.05% |
Correlation
The correlation between FE and GLAD is -0.11, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.11 |
Correlation (3Y) Balances recent behavior with more history. | 0.11 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.20 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.17 |
Correlation (All Time) Calculated using the full available price history since Aug 2, 2002 | 0.21 |
The correlation between FE and GLAD shifts across timeframes, from -0.11 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
Fundamentals
FE:
$27.95B
GLAD:
$421.81M
FE:
$1.98
GLAD:
$1.04
FE:
24.35
GLAD:
17.96
FE:
1.04
GLAD:
1.04
FE:
1.77
GLAD:
7.52
FE:
2.16
GLAD:
1.10
FE:
$15.83B
GLAD:
$66.59M
FE:
$8.46B
GLAD:
$28.95M
FE:
$4.08B
GLAD:
$27.90M
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Return for Risk
FE vs. GLAD — Risk / Return Rank
FE
GLAD
FE vs. GLAD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FirstEnergy Corp. (FE) and Gladstone Capital Corporation (GLAD). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FE | GLAD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.10 | ||
| Sortino ratioReturn per unit of downside risk | +2.89 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 0.84 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | -0.72 | +1.93 |
| Martin ratioReturn relative to average drawdown | 3.32 | -1.09 | +4.40 |
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Drawdowns
FE vs. GLAD - Drawdown Comparison
The maximum FE drawdown since its inception was -55.75%, smaller than the maximum GLAD drawdown of -74.87%. Use the drawdown chart below to compare losses from any high point for FE and GLAD.
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Drawdown Indicators
| FE | GLAD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.75% | -74.87% | +19.12% |
Max Drawdown (1Y)Largest decline over 1 year | -14.71% | -35.67% | +20.96% |
Max Drawdown (3Y)Largest decline over 3 years | -14.71% | -39.59% | +24.88% |
Max Drawdown (5Y)Largest decline over 5 years | -28.59% | -39.59% | +11.00% |
Max Drawdown (10Y)Largest decline over 10 years | -47.68% | -58.37% | +10.69% |
Current DrawdownCurrent decline from peak | -5.98% | -29.62% | +23.64% |
Average DrawdownAverage peak-to-trough decline | -21.16% | -18.76% | -2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.35% | 23.90% | -18.55% |
Volatility
FE vs. GLAD - Volatility Comparison
FirstEnergy Corp. (FE) has a higher volatility of 5.82% compared to Gladstone Capital Corporation (GLAD) at 5.40%. This indicates that FE's price experiences larger fluctuations and is considered to be riskier than GLAD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FE | GLAD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 5.40% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 12.80% | 19.11% | -6.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.93% | 26.16% | -10.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.43% | 23.69% | -4.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.67% | 30.05% | -5.38% |
Dividends
FE vs. GLAD - Dividend Comparison
FE's dividend yield for the trailing twelve months is around 3.73%, less than GLAD's 10.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FE FirstEnergy Corp. | 3.73% | 3.93% | 4.24% | 4.31% | 3.72% | 3.75% | 5.10% | 3.13% | 3.83% | 4.70% | 4.65% | 4.54% |
GLAD Gladstone Capital Corporation | 10.34% | 9.85% | 8.37% | 9.16% | 8.42% | 6.73% | 8.97% | 8.46% | 11.51% | 9.12% | 8.95% | 11.49% |
Financials
FE vs. GLAD - Financials Comparison
This section allows you to compare key financial metrics between FirstEnergy Corp. and Gladstone Capital 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
FE vs. GLAD - Profitability Comparison
FE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, FirstEnergy Corp. reported a gross profit of 2.37B and revenue of 3.68B. Therefore, the gross margin over that period was 64.3%.
GLAD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Gladstone Capital Corporation reported a gross profit of 0.00 and revenue of 21.49M. Therefore, the gross margin over that period was 0.0%.
FE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, FirstEnergy Corp. reported an operating income of 677.00M and revenue of 3.68B, resulting in an operating margin of 18.4%.
GLAD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Gladstone Capital Corporation reported an operating income of 0.00 and revenue of 21.49M, resulting in an operating margin of 0.0%.
FE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, FirstEnergy Corp. reported a net income of 352.00M and revenue of 3.68B, resulting in a net margin of 9.6%.
GLAD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Gladstone Capital Corporation reported a net income of 0.00 and revenue of 21.49M, resulting in a net margin of 0.0%.
Frequently Asked Questions
FE and GLAD have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FE has higher volatility (5.82%) compared to GLAD (5.40%). In terms of maximum drawdown, FE dropped -55.75% vs GLAD's -74.87%.
FE currently has the higher Sharpe Ratio (1.13 vs -0.98), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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