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:
2.68
JPM:
2.47
GLAD:
3.21
JPM:
3.24
GLAD:
1.47
JPM:
1.49
GLAD:
4.09
JPM:
5.79
GLAD:
11.82
JPM:
16.54
GLAD:
4.14%
JPM:
3.55%
GLAD:
18.22%
JPM:
23.71%
GLAD:
-74.87%
JPM:
-74.02%
GLAD:
0.00%
JPM:
0.00%
Fundamentals
GLAD:
$662.75M
JPM:
$725.03B
GLAD:
$4.35
JPM:
$19.75
GLAD:
6.85
JPM:
13.12
GLAD:
2.31
JPM:
5.00
GLAD:
$84.96M
JPM:
$131.51B
GLAD:
$78.83M
JPM:
$130.92B
GLAD:
$54.92M
JPM:
$99.40B
Returns By Period
In the year-to-date period, GLAD achieves a 4.78% return, which is significantly lower than JPM's 8.67% return. Over the past 10 years, GLAD has underperformed JPM with an annualized return of 17.17%, while JPM has yielded a comparatively higher 19.73% annualized return.
GLAD
4.78%
8.84%
29.42%
48.60%
17.47%
17.17%
JPM
8.67%
9.64%
24.64%
55.65%
17.03%
19.73%
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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 8.00%, more than JPM's 1.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLAD Gladstone Capital Corporation | 7.44% | 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. | 1.85% | 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
The current volatility for Gladstone Capital Corporation (GLAD) is 5.68%, while JPMorgan Chase & Co. (JPM) has a volatility of 6.12%. This indicates that GLAD experiences smaller price fluctuations and is considered to be less risky 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