GAIN vs. WSO
Compare and contrast key facts about Gladstone Investment Corporation (GAIN) and Watsco, Inc. (WSO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GAIN or WSO.
Correlation
The correlation between GAIN and WSO is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
GAIN vs. WSO - Performance Comparison
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Key characteristics
GAIN:
0.47
WSO:
0.11
GAIN:
0.88
WSO:
0.48
GAIN:
1.11
WSO:
1.06
GAIN:
0.79
WSO:
0.28
GAIN:
2.55
WSO:
0.58
GAIN:
4.57%
WSO:
9.99%
GAIN:
23.85%
WSO:
31.86%
GAIN:
-80.88%
WSO:
-64.38%
GAIN:
0.00%
WSO:
-13.78%
Fundamentals
GAIN:
$506.51M
WSO:
$19.24B
GAIN:
$1.91
WSO:
$12.94
GAIN:
7.20
WSO:
36.78
GAIN:
5.46
WSO:
3.47
GAIN:
5.68
WSO:
2.54
GAIN:
1.04
WSO:
7.23
GAIN:
$78.86M
WSO:
$7.58B
GAIN:
$78.15M
WSO:
$2.03B
GAIN:
$64.91M
WSO:
$771.52M
Returns By Period
In the year-to-date period, GAIN achieves a 8.49% return, which is significantly higher than WSO's 3.48% return. Both investments have delivered pretty close results over the past 10 years, with GAIN having a 17.51% annualized return and WSO not far ahead at 18.00%.
GAIN
8.49%
6.59%
7.61%
11.17%
20.03%
17.51%
WSO
3.48%
-4.18%
-8.66%
3.44%
29.49%
18.00%
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Risk-Adjusted Performance
GAIN vs. WSO — Risk-Adjusted Performance Rank
GAIN
WSO
GAIN vs. WSO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gladstone Investment Corporation (GAIN) and Watsco, Inc. (WSO). 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.
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Dividends
GAIN vs. WSO - Dividend Comparison
GAIN's dividend yield for the trailing twelve months is around 11.82%, more than WSO's 2.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAIN Gladstone Investment Corporation | 11.82% | 12.53% | 17.24% | 9.88% | 6.06% | 9.22% | 7.74% | 9.88% | 7.94% | 8.87% | 9.68% | 11.00% |
WSO Watsco, Inc. | 2.29% | 2.23% | 2.29% | 3.43% | 2.44% | 3.06% | 3.55% | 4.02% | 2.71% | 2.43% | 2.39% | 1.87% |
Drawdowns
GAIN vs. WSO - Drawdown Comparison
The maximum GAIN drawdown since its inception was -80.88%, which is greater than WSO's maximum drawdown of -64.38%. Use the drawdown chart below to compare losses from any high point for GAIN and WSO. For additional features, visit the drawdowns tool.
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Volatility
GAIN vs. WSO - Volatility Comparison
The current volatility for Gladstone Investment Corporation (GAIN) is 7.05%, while Watsco, Inc. (WSO) has a volatility of 13.91%. This indicates that GAIN experiences smaller price fluctuations and is considered to be less risky than WSO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
GAIN vs. WSO - Financials Comparison
This section allows you to compare key financial metrics between Gladstone Investment Corporation and Watsco, 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