GLAD vs. JPM
Compare and contrast key facts about Gladstone Capital Corporation (GLAD) and JPMorgan Chase & Co. (JPM).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GLAD or JPM.
Correlation
The correlation between GLAD and JPM is 0.39, 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.
Performance
GLAD vs. JPM - Performance Comparison
Key characteristics
GLAD:
2.57
JPM:
1.78
GLAD:
3.09
JPM:
2.48
GLAD:
1.45
JPM:
1.37
GLAD:
3.85
JPM:
4.11
GLAD:
10.58
JPM:
12.01
GLAD:
4.34%
JPM:
3.46%
GLAD:
17.88%
JPM:
23.39%
GLAD:
-74.87%
JPM:
-74.02%
GLAD:
-0.90%
JPM:
-6.92%
Fundamentals
GLAD:
$622.11M
JPM:
$671.06B
GLAD:
$4.34
JPM:
$17.99
GLAD:
6.42
JPM:
13.25
GLAD:
2.31
JPM:
4.74
GLAD:
$109.55M
JPM:
$170.11B
GLAD:
$100.42M
JPM:
$169.52B
GLAD:
$74.92M
JPM:
$118.87B
Returns By Period
The year-to-date returns for both stocks are quite close, with GLAD having a 42.07% return and JPM slightly lower at 40.23%. Over the past 10 years, GLAD has underperformed JPM with an annualized return of 15.33%, while JPM has yielded a comparatively higher 17.40% annualized return.
GLAD
42.07%
5.39%
28.33%
45.89%
16.22%
15.33%
JPM
40.23%
-4.17%
18.63%
43.21%
14.46%
17.40%
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Risk-Adjusted Performance
GLAD vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gladstone Capital Corporation (GLAD) and JPMorgan Chase & Co. (JPM). 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. JPM - Dividend Comparison
GLAD's dividend yield for the trailing twelve months is around 8.62%, more than JPM's 1.97% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLAD Gladstone Capital Corporation | 8.62% | 9.19% | 8.45% | 6.73% | 8.97% | 8.46% | 11.51% | 9.12% | 8.95% | 11.49% | 10.16% | 8.78% |
JPM JPMorgan Chase & Co. | 1.97% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% | 2.33% |
Drawdowns
GLAD vs. JPM - Drawdown Comparison
The maximum GLAD drawdown since its inception was -74.87%, roughly equal to the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for GLAD and JPM. For additional features, visit the drawdowns tool.
Volatility
GLAD vs. JPM - Volatility Comparison
Gladstone Capital Corporation (GLAD) and JPMorgan Chase & Co. (JPM) have volatilities of 5.22% and 5.18%, 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.
Financials
GLAD vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Gladstone Capital Corporation and JPMorgan Chase & Co.. 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