GROW vs. GAIN
Compare and contrast key facts about U.S. Global Investors, Inc. (GROW) and Gladstone Investment Corporation (GAIN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GROW or GAIN.
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.
Performance
GROW vs. GAIN - Performance Comparison
Key characteristics
GROW:
-0.16
GAIN:
0.52
GROW:
-0.10
GAIN:
0.83
GROW:
0.99
GAIN:
1.10
GROW:
-0.04
GAIN:
0.76
GROW:
-0.28
GAIN:
2.07
GROW:
11.34%
GAIN:
4.68%
GROW:
19.41%
GAIN:
18.44%
GROW:
-96.76%
GAIN:
-80.87%
GROW:
-89.61%
GAIN:
-0.65%
Fundamentals
GROW:
$32.31M
GAIN:
$513.51M
GROW:
$0.04
GAIN:
$1.91
GROW:
60.50
GAIN:
7.30
GROW:
0.00
GAIN:
5.46
GROW:
$3.59M
GAIN:
$72.70M
GROW:
-$111.00K
GAIN:
$61.72M
GROW:
-$383.00K
GAIN:
$49.05M
Returns By Period
In the year-to-date period, GROW achieves a 0.21% return, which is significantly lower than GAIN's 5.38% return. Over the past 10 years, GROW has underperformed GAIN with an annualized return of -1.08%, while GAIN has yielded a comparatively higher 17.05% annualized return.
GROW
0.21%
0.31%
-3.33%
-3.93%
14.93%
-1.08%
GAIN
5.38%
5.38%
12.73%
9.62%
12.15%
17.05%
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Risk-Adjusted Performance
GROW vs. GAIN — Risk-Adjusted Performance Rank
GROW
GAIN
GROW vs. GAIN - Risk-Adjusted Performance 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.
Dividends
GROW vs. GAIN - Dividend Comparison
GROW's dividend yield for the trailing twelve months is around 3.70%, less than GAIN's 12.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GROW U.S. Global Investors, Inc. | 3.70% | 3.69% | 3.19% | 3.11% | 1.42% | 0.55% | 2.08% | 2.73% | 0.77% | 2.21% | 4.49% | 1.94% |
GAIN Gladstone Investment Corporation | 12.03% | 12.53% | 17.24% | 9.88% | 6.06% | 9.22% | 7.74% | 9.88% | 7.94% | 8.87% | 9.68% | 11.00% |
Drawdowns
GROW vs. GAIN - Drawdown Comparison
The maximum GROW drawdown since its inception was -96.76%, 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. For additional features, visit the drawdowns tool.
Volatility
GROW vs. GAIN - Volatility Comparison
The current volatility for U.S. Global Investors, Inc. (GROW) is 3.68%, while Gladstone Investment Corporation (GAIN) has a volatility of 5.53%. This indicates that GROW experiences smaller price fluctuations and is considered to be less risky than GAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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