SCM vs. GAIN
Compare and contrast key facts about Stellus Capital Investment Corporation (SCM) and Gladstone Investment Corporation (GAIN).
Performance
SCM vs. GAIN - Performance Comparison
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SCM vs. GAIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCM Stellus Capital Investment Corporation | -25.00% | 3.74% | 20.35% | 8.71% | 10.60% | 30.12% | -14.12% | 21.00% | 9.57% | 20.26% |
GAIN Gladstone Investment Corporation | 3.42% | 17.11% | 5.33% | 31.01% | -17.55% | 82.14% | -16.56% | 53.31% | -9.67% | 44.63% |
Fundamentals
SCM:
$1.07
GAIN:
$1.68
SCM:
8.58
GAIN:
8.45
SCM:
0.72
GAIN:
0.19
SCM:
3.77
GAIN:
4.93
SCM:
$69.44M
GAIN:
$110.43M
SCM:
$35.88M
GAIN:
$60.00M
SCM:
$32.47M
GAIN:
$64.46M
Returns By Period
In the year-to-date period, SCM achieves a -25.00% return, which is significantly lower than GAIN's 3.42% return. Over the past 10 years, SCM has underperformed GAIN with an annualized return of 10.03%, while GAIN has yielded a comparatively higher 18.49% annualized return.
SCM
- 1D
- 2.03%
- 1M
- -6.93%
- YTD
- -25.00%
- 6M
- -24.75%
- 1Y
- -25.58%
- 3Y*
- -2.31%
- 5Y*
- 4.02%
- 10Y*
- 10.03%
GAIN
- 1D
- 0.35%
- 1M
- 4.32%
- YTD
- 3.42%
- 6M
- 6.37%
- 1Y
- 18.02%
- 3Y*
- 16.28%
- 5Y*
- 14.72%
- 10Y*
- 18.49%
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Return for Risk
SCM vs. GAIN — Risk / Return Rank
SCM
GAIN
SCM vs. GAIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Stellus Capital Investment Corporation (SCM) 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.
| SCM | GAIN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.93 | 0.84 | -1.77 |
Sortino ratioReturn per unit of downside risk | -1.18 | 1.44 | -2.62 |
Omega ratioGain probability vs. loss probability | 0.85 | 1.19 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | -0.68 | 1.23 | -1.91 |
Martin ratioReturn relative to average drawdown | -1.73 | 5.23 | -6.96 |
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
| SCM | GAIN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.93 | 0.84 | -1.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.68 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.73 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.24 | -0.02 |
Correlation
The correlation between SCM and GAIN is 0.40, 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
SCM vs. GAIN - Dividend Comparison
SCM's dividend yield for the trailing twelve months is around 16.72%, more than GAIN's 10.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCM Stellus Capital Investment Corporation | 16.72% | 12.62% | 11.62% | 12.45% | 8.14% | 8.29% | 10.57% | 9.55% | 10.50% | 10.35% | 11.27% | 14.10% |
GAIN Gladstone Investment Corporation | 10.56% | 10.74% | 12.53% | 17.24% | 9.88% | 6.06% | 9.22% | 7.06% | 9.24% | 7.94% | 8.87% | 9.68% |
Drawdowns
SCM vs. GAIN - Drawdown Comparison
The maximum SCM drawdown since its inception was -66.06%, smaller than the maximum GAIN drawdown of -80.87%. Use the drawdown chart below to compare losses from any high point for SCM and GAIN.
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Drawdown Indicators
| SCM | GAIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.06% | -80.87% | +14.81% |
Max Drawdown (1Y)Largest decline over 1 year | -38.26% | -13.01% | -25.25% |
Max Drawdown (5Y)Largest decline over 5 years | -38.26% | -26.26% | -12.00% |
Max Drawdown (10Y)Largest decline over 10 years | -66.06% | -56.28% | -9.78% |
Current DrawdownCurrent decline from peak | -33.90% | -1.24% | -32.66% |
Average DrawdownAverage peak-to-trough decline | -9.37% | -16.03% | +6.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.16% | 3.05% | +12.11% |
Volatility
SCM vs. GAIN - Volatility Comparison
Stellus Capital Investment Corporation (SCM) has a higher volatility of 14.36% compared to Gladstone Investment Corporation (GAIN) at 7.41%. This indicates that SCM'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
| SCM | GAIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.36% | 7.41% | +6.95% |
Volatility (6M)Calculated over the trailing 6-month period | 21.14% | 12.15% | +8.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.66% | 21.66% | +6.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.91% | 21.94% | -0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.77% | 25.41% | +11.36% |
Financials
SCM vs. GAIN - Financials Comparison
This section allows you to compare key financial metrics between Stellus Capital Investment Corporation 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
SCM vs. GAIN - Profitability Comparison
SCM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Stellus Capital Investment Corporation reported a gross profit of 8.48M and revenue of 17.43M. Therefore, the gross margin over that period was 48.7%.
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%.
SCM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Stellus Capital Investment Corporation reported an operating income of 7.21M and revenue of 17.43M, resulting in an operating margin of 41.4%.
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%.
SCM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Stellus Capital Investment Corporation reported a net income of 6.69M and revenue of 17.43M, resulting in a net margin of 38.4%.
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%.