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GLAD vs. GAIN
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

GLAD vs. GAIN - Performance Comparison

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

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GLAD vs. GAIN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GLAD
Gladstone Capital Corporation
-13.99%-21.14%46.99%22.71%-10.43%40.50%-0.69%48.58%-13.07%7.05%
GAIN
Gladstone Investment Corporation
3.42%17.11%5.33%31.01%-17.55%82.14%-16.56%53.31%-9.67%44.63%

Fundamentals

Market Cap

GLAD:

$492.13M

GAIN:

$563.43M

EPS

GLAD:

$1.25

GAIN:

$1.68

PE Ratio

GLAD:

13.91

GAIN:

8.45

PEG Ratio

GLAD:

0.81

GAIN:

0.19

PS Ratio

GLAD:

6.37

GAIN:

4.93

PB Ratio

GLAD:

1.03

GAIN:

0.95

Total Revenue (TTM)

GLAD:

$67.60M

GAIN:

$110.43M

Gross Profit (TTM)

GLAD:

$30.76M

GAIN:

$60.00M

EBITDA (TTM)

GLAD:

$30.96M

GAIN:

$64.46M

Returns By Period

In the year-to-date period, GLAD achieves a -13.99% return, which is significantly lower than GAIN's 3.42% return. Over the past 10 years, GLAD has underperformed GAIN with an annualized return of 11.11%, while GAIN has yielded a comparatively higher 18.49% annualized return.


GLAD

1D
1.05%
1M
-3.85%
YTD
-13.99%
6M
-16.89%
1Y
-30.95%
3Y*
6.96%
5Y*
5.62%
10Y*
11.11%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

GLAD vs. GAIN — Risk / Return Rank

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

GLAD
GLAD Risk / Return Rank: 88
Overall Rank
GLAD Sharpe Ratio Rank: 33
Sharpe Ratio Rank
GLAD Sortino Ratio Rank: 66
Sortino Ratio Rank
GLAD Omega Ratio Rank: 55
Omega Ratio Rank
GLAD Calmar Ratio Rank: 1313
Calmar Ratio Rank
GLAD Martin Ratio Rank: 1313
Martin Ratio Rank

GAIN
GAIN Risk / Return Rank: 7070
Overall Rank
GAIN Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
GAIN Sortino Ratio Rank: 6868
Sortino Ratio Rank
GAIN Omega Ratio Rank: 6767
Omega Ratio Rank
GAIN Calmar Ratio Rank: 6868
Calmar Ratio Rank
GAIN Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GLAD vs. GAIN - Risk-Adjusted Trends 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.


GLADGAINDifference

Sharpe ratio

Return per unit of total volatility

-1.13

0.84

-1.97

Sortino ratio

Return per unit of downside risk

-1.52

1.44

-2.96

Omega ratio

Gain probability vs. loss probability

0.80

1.19

-0.39

Calmar ratio

Return relative to maximum drawdown

-0.80

1.23

-2.02

Martin ratio

Return relative to average drawdown

-1.42

5.23

-6.65

GLAD vs. GAIN - Sharpe Ratio Comparison

The current GLAD Sharpe Ratio is -1.13, which is lower than the GAIN Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of GLAD and GAIN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GLADGAINDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.13

0.84

-1.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.24

0.68

-0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.73

-0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.17

0.24

-0.07

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.


Dividends

GLAD vs. GAIN - Dividend Comparison

GLAD's dividend yield for the trailing twelve months is around 11.47%, more than GAIN's 10.56% yield.


TTM20252024202320222021202020192018201720162015
GLAD
Gladstone Capital Corporation
11.47%9.85%8.37%9.16%8.42%6.73%8.97%8.46%11.51%9.12%8.95%11.49%
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%

Drawdowns

GLAD vs. GAIN - Drawdown Comparison

The maximum GLAD drawdown since its inception was -74.87%, 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.


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Drawdown Indicators


GLADGAINDifference

Max Drawdown

Largest peak-to-trough decline

-74.87%

-80.87%

+6.00%

Max Drawdown (1Y)

Largest decline over 1 year

-39.22%

-13.01%

-26.21%

Max Drawdown (5Y)

Largest decline over 5 years

-39.59%

-26.26%

-13.33%

Max Drawdown (10Y)

Largest decline over 10 years

-58.37%

-56.28%

-2.09%

Current Drawdown

Current decline from peak

-36.67%

-1.24%

-35.43%

Average Drawdown

Average peak-to-trough decline

-18.62%

-16.03%

-2.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.02%

3.05%

+18.97%

Volatility

GLAD vs. GAIN - Volatility Comparison

Gladstone Capital Corporation (GLAD) has a higher volatility of 8.21% compared to Gladstone Investment Corporation (GAIN) at 7.41%. 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.


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Volatility by Period


GLADGAINDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.21%

7.41%

+0.80%

Volatility (6M)

Calculated over the trailing 6-month period

18.03%

12.15%

+5.88%

Volatility (1Y)

Calculated over the trailing 1-year period

27.44%

21.66%

+5.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.40%

21.94%

+1.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.92%

25.41%

+4.51%

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.


Quarterly
Annual

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


0.0010.00M20.00M30.00M40.00M50.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
21.60M
22.84M
(GLAD) Total Revenue
(GAIN) Total Revenue
Values in USD except per share items

GLAD vs. GAIN - Profitability Comparison

The chart below illustrates the profitability comparison between Gladstone Capital Corporation and Gladstone Investment Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober00
Portfolio components
GLAD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Gladstone Capital Corporation reported a gross profit of 0.00 and revenue of 21.60M. Therefore, the gross margin over that period was 0.0%.

GAIN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Gladstone Investment Corporation reported a gross profit of 0.00 and revenue of 22.84M. Therefore, the gross margin over that period was 0.0%.

GLAD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Gladstone Capital Corporation reported an operating income of 0.00 and revenue of 21.60M, resulting in an operating margin of 0.0%.

GAIN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Gladstone Investment Corporation reported an operating income of 0.00 and revenue of 22.84M, resulting in an operating margin of 0.0%.

GLAD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Gladstone Capital Corporation reported a net income of 0.00 and revenue of 21.60M, resulting in a net margin of 0.0%.

GAIN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Gladstone Investment Corporation reported a net income of 0.00 and revenue of 22.84M, resulting in a net margin of 0.0%.