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:
3.21
JPM:
2.64
GLAD:
3.82
JPM:
3.41
GLAD:
1.56
JPM:
1.52
GLAD:
5.43
JPM:
6.19
GLAD:
18.35
JPM:
17.68
GLAD:
3.14%
JPM:
3.54%
GLAD:
17.97%
JPM:
23.78%
GLAD:
-74.87%
JPM:
-74.02%
GLAD:
-3.10%
JPM:
0.00%
Fundamentals
GLAD:
$652.48M
JPM:
$773.79B
GLAD:
$4.77
JPM:
$19.76
GLAD:
6.13
JPM:
14.00
GLAD:
2.31
JPM:
7.51
GLAD:
$105.52M
JPM:
$177.39B
GLAD:
$99.39M
JPM:
$177.39B
GLAD:
$16.34M
JPM:
$118.91B
Returns By Period
In the year-to-date period, GLAD achieves a 3.77% return, which is significantly lower than JPM's 17.39% return. Over the past 10 years, GLAD has underperformed JPM with an annualized return of 16.01%, while JPM has yielded a comparatively higher 20.01% annualized return.
GLAD
3.77%
-0.97%
33.70%
58.03%
17.48%
16.01%
JPM
17.39%
8.02%
31.98%
59.95%
18.71%
20.01%
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. JPM — Risk-Adjusted Performance Rank
GLAD
JPM
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 8.68%, more than JPM's 1.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLAD Gladstone Capital Corporation | 8.68% | 8.38% | 9.19% | 8.45% | 6.73% | 8.97% | 8.46% | 11.51% | 9.12% | 8.95% | 11.49% | 10.16% |
JPM JPMorgan Chase & Co. | 1.71% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
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) has a higher volatility of 6.22% compared to JPMorgan Chase & Co. (JPM) at 4.02%. This indicates that GLAD's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. 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