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

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.


-0.50.00.51.0
Correlation: 0.5

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.

200.00%250.00%300.00%350.00%400.00%450.00%500.00%NovemberDecember2025FebruaryMarchApril
267.00%
470.42%
GLAD
GAIN

Key characteristics

Sharpe Ratio

GLAD:

2.61

GAIN:

0.45

Sortino Ratio

GLAD:

3.30

GAIN:

0.73

Omega Ratio

GLAD:

1.44

GAIN:

1.09

Calmar Ratio

GLAD:

3.87

GAIN:

0.65

Martin Ratio

GLAD:

11.74

GAIN:

1.91

Ulcer Index

GLAD:

4.04%

GAIN:

4.28%

Daily Std Dev

GLAD:

18.13%

GAIN:

18.23%

Max Drawdown

GLAD:

-74.87%

GAIN:

-80.88%

Current Drawdown

GLAD:

-9.68%

GAIN:

-3.68%

Fundamentals

Market Cap

GLAD:

$603.80M

GAIN:

$489.94M

EPS

GLAD:

$4.64

GAIN:

$1.91

PE Ratio

GLAD:

5.83

GAIN:

6.96

PEG Ratio

GLAD:

2.31

GAIN:

5.46

Total Revenue (TTM)

GLAD:

$79.35M

GAIN:

$63.70M

Gross Profit (TTM)

GLAD:

$79.35M

GAIN:

$63.00M

EBITDA (TTM)

GLAD:

-$13.47M

GAIN:

$19.35M

Returns By Period

In the year-to-date period, GLAD achieves a -3.28% return, which is significantly lower than GAIN's 2.17% return. Over the past 10 years, GLAD has underperformed GAIN with an annualized return of 14.46%, while GAIN has yielded a comparatively higher 17.07% annualized return.


GLAD

YTD

-3.28%

1M

-2.88%

6M

18.66%

1Y

49.79%

5Y*

34.89%

10Y*

14.46%

GAIN

YTD

2.17%

1M

-0.82%

6M

-2.35%

1Y

7.56%

5Y*

26.66%

10Y*

17.07%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

GLAD vs. GAIN — Risk-Adjusted Performance Rank

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

GLAD
The Risk-Adjusted Performance Rank of GLAD is 9696
Overall Rank
The Sharpe Ratio Rank of GLAD is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of GLAD is 9696
Sortino Ratio Rank
The Omega Ratio Rank of GLAD is 9595
Omega Ratio Rank
The Calmar Ratio Rank of GLAD is 9898
Calmar Ratio Rank
The Martin Ratio Rank of GLAD is 9696
Martin Ratio Rank

GAIN
The Risk-Adjusted Performance Rank of GAIN is 6969
Overall Rank
The Sharpe Ratio Rank of GAIN is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of GAIN is 6161
Sortino Ratio Rank
The Omega Ratio Rank of GAIN is 5959
Omega Ratio Rank
The Calmar Ratio Rank of GAIN is 7979
Calmar Ratio Rank
The Martin Ratio Rank of GAIN is 7474
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.

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.


Sharpe ratio
The chart of Sharpe ratio for GLAD, currently valued at 2.61, compared to the broader market-2.00-1.000.001.002.003.00
GLAD: 2.61
GAIN: 0.45
The chart of Sortino ratio for GLAD, currently valued at 3.30, compared to the broader market-6.00-4.00-2.000.002.004.00
GLAD: 3.30
GAIN: 0.73
The chart of Omega ratio for GLAD, currently valued at 1.44, compared to the broader market0.501.001.502.00
GLAD: 1.44
GAIN: 1.09
The chart of Calmar ratio for GLAD, currently valued at 3.87, compared to the broader market0.001.002.003.004.005.00
GLAD: 3.87
GAIN: 0.65
The chart of Martin ratio for GLAD, currently valued at 11.74, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
GLAD: 11.74
GAIN: 1.91

The current GLAD Sharpe Ratio is 2.61, which is higher than the GAIN Sharpe Ratio of 0.45. 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.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
2.61
0.45
GLAD
GAIN

Dividends

GLAD vs. GAIN - Dividend Comparison

GLAD's dividend yield for the trailing twelve months is around 8.80%, less than GAIN's 12.48% yield.


TTM20242023202220212020201920182017201620152014
GLAD
Gladstone Capital Corporation
8.80%8.38%9.19%8.45%6.73%8.97%8.46%11.51%9.12%8.95%11.49%10.16%
GAIN
Gladstone Investment Corporation
12.48%12.53%17.24%9.88%6.06%9.22%7.74%9.88%7.94%8.87%9.68%11.00%

Drawdowns

GLAD vs. GAIN - Drawdown Comparison

The maximum GLAD drawdown since its inception was -74.87%, smaller than the maximum GAIN drawdown of -80.88%. Use the drawdown chart below to compare losses from any high point for GLAD and GAIN. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2025FebruaryMarchApril
-9.68%
-3.68%
GLAD
GAIN

Volatility

GLAD vs. GAIN - Volatility Comparison

Gladstone Capital Corporation (GLAD) and Gladstone Investment Corporation (GAIN) have volatilities of 5.56% and 5.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%NovemberDecember2025FebruaryMarchApril
5.56%
5.53%
GLAD
GAIN

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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