GROW vs. GAIN
Compare and contrast key facts about U.S. Global Investors, Inc. (GROW) and Gladstone Investment Corporation (GAIN).
Performance
GROW vs. GAIN - Performance Comparison
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GROW vs. GAIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GROW U.S. Global Investors, Inc. | 7.07% | 2.61% | -10.45% | 0.68% | -32.67% | -18.41% | 284.62% | 33.73% | -71.36% | 191.93% |
GAIN Gladstone Investment Corporation | 4.44% | 17.11% | 5.33% | 31.01% | -17.55% | 82.14% | -16.56% | 53.31% | -9.67% | 44.63% |
Fundamentals
GROW:
$32.68M
GAIN:
$568.99M
GROW:
$0.01
GAIN:
$1.68
GROW:
337.78
GAIN:
8.53
GROW:
0.29
GAIN:
0.19
GROW:
3.75
GAIN:
4.98
GROW:
0.74
GAIN:
0.96
GROW:
$8.82M
GAIN:
$110.43M
GROW:
$3.75M
GAIN:
$60.00M
GROW:
$1.21M
GAIN:
$64.46M
Returns By Period
In the year-to-date period, GROW achieves a 7.07% return, which is significantly higher than GAIN's 4.44% return. Over the past 10 years, GROW has underperformed GAIN with an annualized return of 6.58%, while GAIN has yielded a comparatively higher 18.61% annualized return.
GROW
- 1D
- 3.23%
- 1M
- -23.40%
- YTD
- 7.07%
- 6M
- -5.65%
- 1Y
- 17.49%
- 3Y*
- 2.08%
- 5Y*
- -16.11%
- 10Y*
- 6.58%
GAIN
- 1D
- 0.99%
- 1M
- 4.28%
- YTD
- 4.44%
- 6M
- 6.57%
- 1Y
- 18.30%
- 3Y*
- 16.66%
- 5Y*
- 14.94%
- 10Y*
- 18.61%
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Return for Risk
GROW vs. GAIN — Risk / Return Rank
GROW
GAIN
GROW vs. GAIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for U.S. Global Investors, Inc. (GROW) 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.
| GROW | GAIN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.85 | -0.38 |
Sortino ratioReturn per unit of downside risk | 0.92 | 1.45 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.19 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 1.47 | -0.91 |
Martin ratioReturn relative to average drawdown | 1.90 | 6.29 | -4.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GROW | GAIN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.85 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.40 | 0.69 | -1.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.10 | 0.73 | -0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.24 | -0.19 |
Correlation
The correlation between GROW and GAIN is 0.18, 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.
Dividends
GROW vs. GAIN - Dividend Comparison
GROW's dividend yield for the trailing twelve months is around 3.52%, less than GAIN's 10.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GROW U.S. Global Investors, Inc. | 3.52% | 3.73% | 3.69% | 3.19% | 3.37% | 1.55% | 0.55% | 2.08% | 2.73% | 0.77% | 2.21% | 4.49% |
GAIN Gladstone Investment Corporation | 10.46% | 10.74% | 12.53% | 17.24% | 9.88% | 6.06% | 9.22% | 7.06% | 9.24% | 7.94% | 8.87% | 9.68% |
Drawdowns
GROW vs. GAIN - Drawdown Comparison
The maximum GROW drawdown since its inception was -96.74%, which is greater than GAIN's maximum drawdown of -80.87%. Use the drawdown chart below to compare losses from any high point for GROW and GAIN.
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Drawdown Indicators
| GROW | GAIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.74% | -80.87% | -15.87% |
Max Drawdown (1Y)Largest decline over 1 year | -30.78% | -13.01% | -17.77% |
Max Drawdown (5Y)Largest decline over 5 years | -80.71% | -26.26% | -54.45% |
Max Drawdown (10Y)Largest decline over 10 years | -87.01% | -56.28% | -30.73% |
Current DrawdownCurrent decline from peak | -88.52% | -0.26% | -88.26% |
Average DrawdownAverage peak-to-trough decline | -66.89% | -16.03% | -50.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.22% | 3.05% | +6.17% |
Volatility
GROW vs. GAIN - Volatility Comparison
U.S. Global Investors, Inc. (GROW) has a higher volatility of 14.78% compared to Gladstone Investment Corporation (GAIN) at 7.40%. This indicates that GROW's price experiences larger fluctuations and is considered to be riskier than GAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GROW | GAIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.78% | 7.40% | +7.38% |
Volatility (6M)Calculated over the trailing 6-month period | 31.54% | 12.19% | +19.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.26% | 21.60% | +15.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.23% | 21.91% | +18.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 66.85% | 25.40% | +41.45% |
Financials
GROW vs. GAIN - Financials Comparison
This section allows you to compare key financial metrics between U.S. Global Investors, Inc. 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.
Total Revenue: Total amount of money received from sales and other business activities
GROW vs. GAIN - Profitability Comparison
GROW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, U.S. Global Investors, Inc. reported a gross profit of 1.24M and revenue of 2.51M. Therefore, the gross margin over that period was 49.4%.
GAIN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Gladstone Investment Corporation reported a gross profit of 0.00 and revenue of 22.84M. Therefore, the gross margin over that period was 0.0%.
GROW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, U.S. Global Investors, Inc. reported an operating income of -88.00K and revenue of 2.51M, resulting in an operating margin of -3.5%.
GAIN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Gladstone Investment Corporation reported an operating income of 0.00 and revenue of 22.84M, resulting in an operating margin of 0.0%.
GROW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, U.S. Global Investors, Inc. reported a net income of -846.00K and revenue of 2.51M, resulting in a net margin of -33.7%.
GAIN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Gladstone Investment Corporation reported a net income of 0.00 and revenue of 22.84M, resulting in a net margin of 0.0%.