ICMB vs. GAIN
Compare and contrast key facts about Investcorp Credit Management BDC, Inc. (ICMB) and Gladstone Investment Corporation (GAIN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ICMB or GAIN.
Performance
ICMB vs. GAIN - Performance Comparison
Returns By Period
In the year-to-date period, ICMB achieves a 2.72% return, which is significantly lower than GAIN's 6.66% return. Over the past 10 years, ICMB has underperformed GAIN with an annualized return of 0.65%, while GAIN has yielded a comparatively higher 17.69% annualized return.
ICMB
2.72%
3.22%
4.13%
9.19%
-0.80%
0.65%
GAIN
6.66%
-2.80%
7.02%
9.78%
10.83%
17.69%
Fundamentals
| ICMB | GAIN | |
|---|---|---|
| Market Cap | $44.16M | $494.56M |
| EPS | $0.30 | $1.04 |
| PE Ratio | 10.22 | 12.96 |
| Total Revenue (TTM) | $8.68M | $118.72M |
| Gross Profit (TTM) | $4.87M | $94.40M |
| EBITDA (TTM) | -$6.34M | $45.88M |
Key characteristics
| ICMB | GAIN | |
|---|---|---|
| Sharpe Ratio | 0.15 | 0.55 |
| Sortino Ratio | 0.44 | 0.86 |
| Omega Ratio | 1.05 | 1.11 |
| Calmar Ratio | 0.14 | 0.81 |
| Martin Ratio | 0.51 | 2.05 |
| Ulcer Index | 8.59% | 5.00% |
| Daily Std Dev | 28.59% | 18.73% |
| Max Drawdown | -80.34% | -80.87% |
| Current Drawdown | -19.39% | -3.96% |
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Correlation
The correlation between ICMB and GAIN is 0.14, 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.
Risk-Adjusted Performance
ICMB vs. GAIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Investcorp Credit Management BDC, Inc. (ICMB) 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
ICMB vs. GAIN - Dividend Comparison
ICMB's dividend yield for the trailing twelve months is around 17.76%, less than GAIN's 18.81% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ICMB Investcorp Credit Management BDC, Inc. | 17.76% | 17.72% | 17.02% | 12.73% | 16.56% | 14.93% | 16.00% | 12.27% | 15.14% | 18.14% | 10.86% | 0.00% |
GAIN Gladstone Investment Corporation | 18.81% | 17.24% | 9.88% | 6.06% | 9.22% | 7.74% | 9.88% | 7.94% | 8.87% | 9.68% | 11.00% | 8.44% |
Drawdowns
ICMB vs. GAIN - Drawdown Comparison
The maximum ICMB drawdown since its inception was -80.34%, roughly equal to the maximum GAIN drawdown of -80.87%. Use the drawdown chart below to compare losses from any high point for ICMB and GAIN. For additional features, visit the drawdowns tool.
Volatility
ICMB vs. GAIN - Volatility Comparison
Investcorp Credit Management BDC, Inc. (ICMB) has a higher volatility of 9.11% compared to Gladstone Investment Corporation (GAIN) at 6.16%. This indicates that ICMB'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.
Financials
ICMB vs. GAIN - Financials Comparison
This section allows you to compare key financial metrics between Investcorp Credit Management BDC, 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