GROW vs. GAIN
GROW (U.S. Global Investors, Inc.) and GAIN (Gladstone Investment Corporation) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, GROW returned 6.82%/yr vs 19.04%/yr for GAIN. At a 0.18 correlation, their price movements are largely independent.
Performance
GROW vs. GAIN - Performance Comparison
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Returns By Period
In the year-to-date period, GROW achieves a 32.85% return, which is significantly higher than GAIN's 15.07% return. Over the past 10 years, GROW has underperformed GAIN with an annualized return of 6.82%, while GAIN has yielded a comparatively higher 19.04% annualized return.
GROW
- 1D
- 0.00%
- 1M
- 21.00%
- 6M
- 30.15%
- YTD
- 32.85%
- 1Y
- 32.58%
- 3Y*
- 4.42%
- 5Y*
- -9.72%
- 10Y*
- 6.82%
GAIN
- 1D
- -0.70%
- 1M
- 0.54%
- 6M
- 15.32%
- YTD
- 15.07%
- 1Y
- 16.18%
- 3Y*
- 19.64%
- 5Y*
- 13.00%
- 10Y*
- 19.04%
GROW vs. GAIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GROW U.S. Global Investors, Inc. | 32.85% | 2.61% | -10.45% | 0.68% | -32.67% | -18.41% | 284.62% | 33.73% | -71.36% | 191.93% |
GAIN Gladstone Investment Corporation | 15.07% | 17.11% | 5.33% | 31.01% | -17.55% | 82.14% | -16.56% | 53.31% | -9.67% | 44.63% |
Correlation
The correlation between GROW and GAIN is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2005 | 0.18 |
The correlation between GROW and GAIN shifts across timeframes, from 0.10 (1 year) to 0.25 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
GROW:
$39.94M
GAIN:
$619.63M
GROW:
$0.25
GAIN:
$3.34
GROW:
12.51
GAIN:
4.66
GROW:
0.01
GAIN:
0.10
GROW:
4.17
GAIN:
5.40
GROW:
$9.48M
GAIN:
$112.66M
GROW:
$4.55M
GAIN:
$80.66M
GROW:
$2.17M
GAIN:
$57.95M
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GROW | GAIN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.33 | -0.36 |
| Martin ratioReturn relative to average drawdown | 2.11 | 4.44 | -2.33 |
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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 | -32.17% | -12.75% | -19.42% |
Max Drawdown (3Y)Largest decline over 3 years | -32.62% | -14.76% | -17.86% |
Max Drawdown (5Y)Largest decline over 5 years | -66.52% | -26.26% | -40.26% |
Max Drawdown (10Y)Largest decline over 10 years | -87.01% | -56.28% | -30.73% |
Current DrawdownCurrent decline from peak | -85.75% | -7.51% | -78.24% |
Average DrawdownAverage peak-to-trough decline | -67.05% | -15.89% | -51.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.72% | 3.80% | +10.92% |
Volatility
GROW vs. GAIN - Volatility Comparison
U.S. Global Investors, Inc. (GROW) has a higher volatility of 9.06% compared to Gladstone Investment Corporation (GAIN) at 6.43%. 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 | 9.06% | 6.43% | +2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 35.59% | 16.76% | +18.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.60% | 19.18% | +22.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.97% | 22.34% | +13.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 66.07% | 25.72% | +40.35% |
Dividends
GROW vs. GAIN - Dividend Comparison
GROW's dividend yield for the trailing twelve months is around 2.86%, less than GAIN's 6.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAIN Gladstone Investment Corporation | 6.17% | 10.74% | 12.53% | 17.24% | 9.88% | 6.06% | 9.22% | 7.06% | 9.24% | 7.94% | 8.87% | 9.68% |
GROW U.S. Global Investors, Inc. | 2.86% | 3.73% | 3.69% | 3.19% | 3.37% | 1.55% | 0.55% | 2.08% | 2.73% | 0.77% | 2.21% | 4.49% |
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
Frequently Asked Questions
GROW and GAIN have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GROW has higher volatility (9.06%) compared to GAIN (6.43%). In terms of maximum drawdown, GROW dropped -96.74% vs GAIN's -80.87%.
GAIN currently has the higher Sharpe Ratio (0.88 vs 0.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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