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 0.45, 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.
Performance
GLAD vs. JPM - Performance Comparison
Key characteristics
GLAD:
1.35
JPM:
1.04
GLAD:
1.74
JPM:
1.56
GLAD:
1.27
JPM:
1.23
GLAD:
1.35
JPM:
1.22
GLAD:
5.15
JPM:
4.27
GLAD:
6.04%
JPM:
6.96%
GLAD:
23.11%
JPM:
28.58%
GLAD:
-74.87%
JPM:
-74.02%
GLAD:
-14.50%
JPM:
-12.47%
Fundamentals
GLAD:
$564.50M
JPM:
$679.88B
GLAD:
$4.64
JPM:
$20.38
GLAD:
5.45
JPM:
12.00
GLAD:
2.31
JPM:
6.58
GLAD:
5.92
JPM:
4.03
GLAD:
1.15
JPM:
2.02
GLAD:
$79.35M
JPM:
$204.37B
GLAD:
$79.35M
JPM:
$180.79B
GLAD:
-$13.47M
JPM:
$100.17B
Returns By Period
In the year-to-date period, GLAD achieves a -8.44% return, which is significantly lower than JPM's 2.76% return. Over the past 10 years, GLAD has underperformed JPM with an annualized return of 13.78%, while JPM has yielded a comparatively higher 17.76% annualized return.
GLAD
-8.44%
-7.66%
10.62%
31.51%
26.20%
13.78%
JPM
2.76%
-2.38%
10.80%
28.87%
25.34%
17.76%
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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 9.36%, more than JPM's 2.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLAD Gladstone Capital Corporation | 9.36% | 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. | 2.07% | 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) and JPMorgan Chase & Co. (JPM) have volatilities of 15.53% and 15.62%, 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