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GAIN vs. DX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between GAIN and DX is 0.39, 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.


-0.50.00.51.0
Correlation: 0.4

Performance

GAIN vs. DX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Gladstone Investment Corporation (GAIN) and Dynex Capital, Inc. (DX). The values are adjusted to include any dividend payments, if applicable.

250.00%300.00%350.00%400.00%450.00%500.00%NovemberDecember2025FebruaryMarchApril
502.73%
288.04%
GAIN
DX

Key characteristics

Sharpe Ratio

GAIN:

0.45

DX:

0.93

Sortino Ratio

GAIN:

0.82

DX:

1.28

Omega Ratio

GAIN:

1.11

DX:

1.18

Calmar Ratio

GAIN:

0.72

DX:

0.34

Martin Ratio

GAIN:

2.33

DX:

3.64

Ulcer Index

GAIN:

4.56%

DX:

5.07%

Daily Std Dev

GAIN:

23.52%

DX:

19.78%

Max Drawdown

GAIN:

-80.88%

DX:

-99.12%

Current Drawdown

GAIN:

0.00%

DX:

-45.61%

Fundamentals

Market Cap

GAIN:

$514.62M

DX:

$1.25B

EPS

GAIN:

$1.91

DX:

$0.79

PE Ratio

GAIN:

7.31

DX:

15.48

PEG Ratio

GAIN:

5.46

DX:

-1.31

PS Ratio

GAIN:

5.77

DX:

11.57

PB Ratio

GAIN:

1.04

DX:

0.97

Total Revenue (TTM)

GAIN:

$63.70M

DX:

$173.69M

Gross Profit (TTM)

GAIN:

$63.00M

DX:

$168.12M

EBITDA (TTM)

GAIN:

$19.35M

DX:

$96.99M

Returns By Period

In the year-to-date period, GAIN achieves a 7.95% return, which is significantly higher than DX's 2.78% return. Over the past 10 years, GAIN has outperformed DX with an annualized return of 17.51%, while DX has yielded a comparatively lower 4.92% annualized return.


GAIN

YTD

7.95%

1M

3.18%

6M

3.18%

1Y

10.85%

5Y*

17.65%

10Y*

17.51%

DX

YTD

2.78%

1M

-6.56%

6M

6.04%

1Y

17.56%

5Y*

9.73%

10Y*

4.92%

*Annualized

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Risk-Adjusted Performance

GAIN vs. DX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GAIN
The Risk-Adjusted Performance Rank of GAIN is 7070
Overall Rank
The Sharpe Ratio Rank of GAIN is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of GAIN is 6262
Sortino Ratio Rank
The Omega Ratio Rank of GAIN is 6161
Omega Ratio Rank
The Calmar Ratio Rank of GAIN is 7979
Calmar Ratio Rank
The Martin Ratio Rank of GAIN is 7676
Martin Ratio Rank

DX
The Risk-Adjusted Performance Rank of DX is 7676
Overall Rank
The Sharpe Ratio Rank of DX is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of DX is 7373
Sortino Ratio Rank
The Omega Ratio Rank of DX is 7373
Omega Ratio Rank
The Calmar Ratio Rank of DX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of DX is 8282
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

GAIN vs. DX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Gladstone Investment Corporation (GAIN) and Dynex Capital, Inc. (DX). 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 chart of Sharpe ratio for GAIN, currently valued at 0.45, compared to the broader market-2.00-1.000.001.002.003.00
GAIN: 0.45
DX: 0.93
The chart of Sortino ratio for GAIN, currently valued at 0.82, compared to the broader market-6.00-4.00-2.000.002.004.00
GAIN: 0.82
DX: 1.28
The chart of Omega ratio for GAIN, currently valued at 1.11, compared to the broader market0.501.001.502.00
GAIN: 1.11
DX: 1.18
The chart of Calmar ratio for GAIN, currently valued at 0.72, compared to the broader market0.001.002.003.004.005.00
GAIN: 0.72
DX: 0.84
The chart of Martin ratio for GAIN, currently valued at 2.33, compared to the broader market-5.000.005.0010.0015.0020.00
GAIN: 2.33
DX: 3.64

The current GAIN Sharpe Ratio is 0.45, which is lower than the DX Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of GAIN and DX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
0.45
0.93
GAIN
DX

Dividends

GAIN vs. DX - Dividend Comparison

GAIN's dividend yield for the trailing twelve months is around 11.88%, less than DX's 14.06% yield.


TTM20242023202220212020201920182017201620152014
GAIN
Gladstone Investment Corporation
11.88%12.53%17.24%9.88%6.06%9.22%7.74%9.88%7.94%8.87%9.68%11.00%
DX
Dynex Capital, Inc.
14.06%11.46%12.46%12.26%9.34%9.33%11.87%12.59%10.27%12.32%15.12%12.12%

Drawdowns

GAIN vs. DX - Drawdown Comparison

The maximum GAIN drawdown since its inception was -80.88%, smaller than the maximum DX drawdown of -99.12%. Use the drawdown chart below to compare losses from any high point for GAIN and DX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril0
-12.89%
GAIN
DX

Volatility

GAIN vs. DX - Volatility Comparison

Gladstone Investment Corporation (GAIN) has a higher volatility of 15.39% compared to Dynex Capital, Inc. (DX) at 11.82%. This indicates that GAIN's price experiences larger fluctuations and is considered to be riskier than DX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
15.39%
11.82%
GAIN
DX

Financials

GAIN vs. DX - Financials Comparison

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


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items