GROW vs. PSEC
GROW (U.S. Global Investors, Inc.) and PSEC (Prospect Capital Corporation) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, GROW returned 6.30%/yr vs -0.06%/yr for PSEC. At a 0.20 correlation, their price movements are largely independent.
Performance
GROW vs. PSEC - Performance Comparison
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Returns By Period
In the year-to-date period, GROW achieves a 9.80% return, which is significantly higher than PSEC's -5.36% return. Over the past 10 years, GROW has outperformed PSEC with an annualized return of 6.30%, while PSEC has yielded a comparatively lower -0.06% annualized return.
GROW
- 1D
- 0.77%
- 1M
- -1.23%
- YTD
- 9.80%
- 6M
- 7.03%
- 1Y
- 16.05%
- 3Y*
- 2.12%
- 5Y*
- -12.71%
- 10Y*
- 6.30%
PSEC
- 1D
- -6.61%
- 1M
- -15.64%
- YTD
- -5.36%
- 6M
- -5.64%
- 1Y
- -15.41%
- 3Y*
- -17.37%
- 5Y*
- -13.64%
- 10Y*
- -0.06%
GROW vs. PSEC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GROW U.S. Global Investors, Inc. | 9.80% | 2.61% | -10.45% | 0.68% | -32.67% | -18.41% | 284.62% | 33.73% | -71.36% | 191.93% |
PSEC Prospect Capital Corporation | -5.36% | -28.86% | -18.16% | -4.13% | -8.61% | 70.00% | -3.54% | 13.83% | 4.09% | -9.44% |
Correlation
The correlation between GROW and PSEC is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jul 28, 2004 | 0.20 |
The correlation between GROW and PSEC shifts across timeframes, from 0.12 (1 year) to 0.24 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
GROW:
$0.25
PSEC:
-$0.28
GROW:
3.49
PSEC:
5.09
GROW:
$9.48M
PSEC:
$151.90M
GROW:
$4.55M
PSEC:
-$59.07M
GROW:
$2.17M
PSEC:
-$94.23M
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Return for Risk
GROW vs. PSEC — Risk / Return Rank
GROW
PSEC
GROW vs. PSEC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for U.S. Global Investors, Inc. (GROW) and Prospect Capital Corporation (PSEC). 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 | PSEC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.85 | ||
| Sortino ratioReturn per unit of downside risk | +1.33 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 0.94 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.50 | -0.57 | +1.07 |
| Martin ratioReturn relative to average drawdown | 1.14 | -1.06 | +2.20 |
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 | PSEC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | -0.46 | +0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.35 | -0.49 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.09 | -0.00 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.08 | -0.04 |
Drawdowns
GROW vs. PSEC - Drawdown Comparison
The maximum GROW drawdown since its inception was -96.74%, which is greater than PSEC's maximum drawdown of -61.51%. Use the drawdown chart below to compare losses from any high point for GROW and PSEC.
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Drawdown Indicators
| GROW | PSEC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.74% | -61.51% | -35.23% |
Max Drawdown (1Y)Largest decline over 1 year | -32.17% | -27.04% | -5.13% |
Max Drawdown (3Y)Largest decline over 3 years | -32.62% | -50.64% | +18.02% |
Max Drawdown (5Y)Largest decline over 5 years | -66.52% | -57.21% | -9.31% |
Max Drawdown (10Y)Largest decline over 10 years | -87.01% | -57.21% | -29.80% |
Current DrawdownCurrent decline from peak | -88.23% | -54.34% | -33.89% |
Average DrawdownAverage peak-to-trough decline | -67.01% | -15.60% | -51.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.11% | 14.57% | -0.46% |
Volatility
GROW vs. PSEC - Volatility Comparison
The current volatility for U.S. Global Investors, Inc. (GROW) is 9.11%, while Prospect Capital Corporation (PSEC) has a volatility of 15.55%. This indicates that GROW experiences smaller price fluctuations and is considered to be less risky than PSEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GROW | PSEC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.11% | 15.55% | -6.44% |
Volatility (6M)Calculated over the trailing 6-month period | 35.07% | 27.33% | +7.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.31% | 33.80% | +7.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.03% | 28.07% | +7.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 66.58% | 27.36% | +39.22% |
Dividends
GROW vs. PSEC - Dividend Comparison
GROW's dividend yield for the trailing twelve months is around 3.45%, less than PSEC's 23.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GROW U.S. Global Investors, Inc. | 3.45% | 3.73% | 3.69% | 3.19% | 3.37% | 1.55% | 0.55% | 2.08% | 2.73% | 0.77% | 2.21% | 4.49% |
PSEC Prospect Capital Corporation | 23.45% | 20.85% | 16.01% | 12.02% | 10.30% | 8.56% | 13.31% | 11.18% | 11.41% | 13.45% | 11.98% | 14.72% |
Financials
GROW vs. PSEC - Financials Comparison
This section allows you to compare key financial metrics between U.S. Global Investors, Inc. and Prospect Capital 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. PSEC - Profitability Comparison
GROW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, U.S. Global Investors, Inc. reported a gross profit of 1.62M and revenue of 2.76M. Therefore, the gross margin over that period was 58.5%.
PSEC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Prospect Capital Corporation reported a gross profit of 0.00 and revenue of 123.07M. 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 Jun 2026, U.S. Global Investors, Inc. reported an operating income of 88.00K and revenue of 2.76M, resulting in an operating margin of 3.2%.
PSEC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Prospect Capital Corporation reported an operating income of 0.00 and revenue of 123.07M, 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 Jun 2026, U.S. Global Investors, Inc. reported a net income of 2.68M and revenue of 2.76M, resulting in a net margin of 96.9%.
PSEC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Prospect Capital Corporation reported a net income of 0.00 and revenue of 123.07M, resulting in a net margin of 0.0%.
Frequently Asked Questions
GROW and PSEC have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PSEC has higher volatility (15.55%) compared to GROW (9.11%). In terms of maximum drawdown, GROW dropped -96.74% vs PSEC's -61.51%.
GROW currently has the higher Sharpe Ratio (0.39 vs -0.46), 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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