GLAD vs. GAIN
Compare and contrast key facts about Gladstone Capital Corporation (GLAD) and Gladstone Investment Corporation (GAIN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GLAD or GAIN.
Key characteristics
| GLAD | GAIN | |
|---|---|---|
| YTD Return | 2.33% | 2.14% |
| 1Y Return | 23.14% | 23.13% |
| 3Y Return (Ann) | 8.37% | 11.60% |
| 5Y Return (Ann) | 11.87% | 13.02% |
| 10Y Return (Ann) | 10.73% | 16.75% |
| Sharpe Ratio | 1.37 | 1.21 |
| Daily Std Dev | 17.84% | 19.38% |
| Max Drawdown | -74.88% | -80.87% |
| Current Drawdown | -2.24% | -3.39% |
Fundamentals
| GLAD | GAIN | |
|---|---|---|
| Market Cap | $457.93M | $503.90M |
| EPS | $2.88 | $1.99 |
| PE Ratio | 7.31 | 7.06 |
| PEG Ratio | 2.31 | 5.46 |
| Revenue (TTM) | $90.36M | $83.52M |
| Gross Profit (TTM) | $63.15M | $72.55M |
| EBITDA (TTM) | -$2.07M | -$40.46M |
Correlation
The correlation between GLAD and GAIN is 0.47, 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
GLAD vs. GAIN - Performance Comparison
In the year-to-date period, GLAD achieves a 2.33% return, which is significantly higher than GAIN's 2.14% return. Over the past 10 years, GLAD has underperformed GAIN with an annualized return of 10.73%, while GAIN has yielded a comparatively higher 16.75% 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
GLAD vs. GAIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gladstone Capital Corporation (GLAD) 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
GLAD vs. GAIN - Dividend Comparison
GLAD's dividend yield for the trailing twelve months is around 9.47%, less than GAIN's 15.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLAD Gladstone Capital Corporation | 9.47% | 9.15% | 8.40% | 6.71% | 8.95% | 8.44% | 11.48% | 9.10% | 8.93% | 11.47% | 10.14% | 8.76% |
GAIN Gladstone Investment Corporation | 15.10% | 16.57% | 9.08% | 5.34% | 9.22% | 7.42% | 9.68% | 7.77% | 8.87% | 9.68% | 11.00% | 7.30% |
Drawdowns
GLAD vs. GAIN - Drawdown Comparison
The maximum GLAD drawdown since its inception was -74.88%, smaller than the maximum GAIN drawdown of -80.87%. Use the drawdown chart below to compare losses from any high point for GLAD and GAIN. For additional features, visit the drawdowns tool.
Volatility
GLAD vs. GAIN - Volatility Comparison
Gladstone Capital Corporation (GLAD) has a higher volatility of 7.11% compared to Gladstone Investment Corporation (GAIN) at 3.91%. This indicates that GLAD'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
GLAD vs. GAIN - Financials Comparison
This section allows you to compare key financial metrics between Gladstone Capital Corporation 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