GAIN vs. DX
Compare and contrast key facts about Gladstone Investment Corporation (GAIN) and Dynex Capital, Inc. (DX).
Performance
GAIN vs. DX - Performance Comparison
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GAIN vs. DX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GAIN Gladstone Investment Corporation | 3.42% | 17.11% | 5.33% | 31.01% | -17.55% | 82.14% | -16.56% | 53.31% | -9.67% | 44.63% |
DX Dynex Capital, Inc. | -4.27% | 29.48% | 13.64% | 11.91% | -15.39% | 2.25% | 17.09% | 11.12% | -8.46% | 13.80% |
Fundamentals
GAIN:
$563.43M
DX:
$2.01B
GAIN:
$1.68
DX:
$2.35
GAIN:
8.45
DX:
5.43
GAIN:
4.93
DX:
11.81
GAIN:
0.95
DX:
0.85
GAIN:
$110.43M
DX:
$146.71M
GAIN:
$60.00M
DX:
$404.00K
GAIN:
$64.46M
DX:
$150.39M
Returns By Period
In the year-to-date period, GAIN achieves a 3.42% return, which is significantly higher than DX's -4.27% return. Over the past 10 years, GAIN has outperformed DX with an annualized return of 18.49%, while DX has yielded a comparatively lower 7.52% annualized return.
GAIN
- 1D
- 0.35%
- 1M
- 4.32%
- YTD
- 3.42%
- 6M
- 6.37%
- 1Y
- 18.02%
- 3Y*
- 16.28%
- 5Y*
- 14.72%
- 10Y*
- 18.49%
DX
- 1D
- 2.41%
- 1M
- -7.79%
- YTD
- -4.27%
- 6M
- 11.96%
- 1Y
- 14.94%
- 3Y*
- 17.11%
- 5Y*
- 4.56%
- 10Y*
- 7.52%
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Return for Risk
GAIN vs. DX — Risk / Return Rank
GAIN
DX
GAIN vs. DX - Risk-Adjusted Trends 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.
| GAIN | DX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.74 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.07 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 0.96 | +0.26 |
Martin ratioReturn relative to average drawdown | 5.23 | 3.09 | +2.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GAIN | DX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.74 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.19 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.25 | +0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.17 | +0.07 |
Correlation
The correlation between GAIN and DX 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.
Dividends
GAIN vs. DX - Dividend Comparison
GAIN's dividend yield for the trailing twelve months is around 10.56%, less than DX's 15.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAIN Gladstone Investment Corporation | 10.56% | 10.74% | 12.53% | 17.24% | 9.88% | 6.06% | 9.22% | 7.06% | 9.24% | 7.94% | 8.87% | 9.68% |
DX Dynex Capital, Inc. | 15.99% | 14.13% | 11.46% | 12.46% | 12.26% | 9.34% | 9.33% | 11.87% | 12.59% | 10.27% | 12.32% | 15.12% |
Drawdowns
GAIN vs. DX - Drawdown Comparison
The maximum GAIN drawdown since its inception was -80.87%, 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.
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Drawdown Indicators
| GAIN | DX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.87% | -99.12% | +18.25% |
Max Drawdown (1Y)Largest decline over 1 year | -13.01% | -15.27% | +2.26% |
Max Drawdown (5Y)Largest decline over 5 years | -26.26% | -38.69% | +12.43% |
Max Drawdown (10Y)Largest decline over 10 years | -56.28% | -56.76% | +0.48% |
Current DrawdownCurrent decline from peak | -1.24% | -34.48% | +33.24% |
Average DrawdownAverage peak-to-trough decline | -16.03% | -56.93% | +40.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 4.75% | -1.70% |
Volatility
GAIN vs. DX - Volatility Comparison
The current volatility for Gladstone Investment Corporation (GAIN) is 7.41%, while Dynex Capital, Inc. (DX) has a volatility of 8.06%. This indicates that GAIN experiences smaller price fluctuations and is considered to be less risky than DX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GAIN | DX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.41% | 8.06% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 12.15% | 13.14% | -0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.66% | 20.18% | +1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.94% | 23.81% | -1.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.41% | 29.86% | -4.45% |
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.
Total Revenue: Total amount of money received from sales and other business activities