SCM vs. GAIN
SCM (Stellus Capital Investment Corporation) 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, SCM returned 7.14%/yr vs 18.54%/yr for GAIN. Their 0.40 correlation means their historical movements had little consistent relationship.
Performance
SCM vs. GAIN - Performance Comparison
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Returns By Period
In the year-to-date period, SCM achieves a -35.87% return, which is significantly lower than GAIN's 20.04% return. Over the past 10 years, SCM has underperformed GAIN with an annualized return of 7.14%, while GAIN has yielded a comparatively higher 18.54% annualized return.
SCM
- 1D
- 1.67%
- 1M
- -10.13%
- 6M
- -36.93%
- YTD
- -35.87%
- 1Y
- -38.93%
- 3Y*
- -10.38%
- 5Y*
- 0.09%
- 10Y*
- 7.14%
- ALL TIME*
- 5.81%
GAIN
- 1D
- -0.43%
- 1M
- 4.31%
- 6M
- 20.55%
- YTD
- 20.04%
- 1Y
- 24.33%
- 3Y*
- 19.96%
- 5Y*
- 14.41%
- 10Y*
- 18.54%
- ALL TIME*
- 10.23%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.75M | $3.16M | $4.42M | |
| $2.20M | $1.97M | $1.78M |
SCM vs. GAIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCM Stellus Capital Investment Corporation | -35.87% | 3.74% | 20.35% | 8.71% | 10.60% | 30.12% | -14.12% | 21.00% | 9.57% | 20.26% |
GAIN Gladstone Investment Corporation | 20.04% | 17.11% | 5.33% | 31.01% | -17.55% | 82.14% | -16.56% | 53.31% | -9.67% | 44.63% |
Correlation
The correlation between SCM and GAIN is 0.57, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.57 |
Correlation (3Y) Balances recent behavior with more history. | 0.47 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.47 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.45 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2012 | 0.40 |
The correlation between SCM and GAIN shifts across timeframes, from 0.40 (all time) to 0.57 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
SCM:
$217.10M
GAIN:
$643.13M
SCM:
$0.77
GAIN:
$3.34
SCM:
9.73
GAIN:
4.84
SCM:
1.39
GAIN:
0.11
SCM:
0.00
GAIN:
5.60
SCM:
$23.29T
GAIN:
$112.66M
SCM:
$26.31M
GAIN:
$80.66M
SCM:
$23.13M
GAIN:
$57.95M
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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.
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.
| SCM | GAIN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.52 | ||
| Sortino ratioReturn per unit of downside risk | -3.65 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 1.24 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.81 | 1.91 | -2.72 |
| Martin ratioReturn relative to average drawdown | -1.52 | 6.23 | -7.76 |
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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 | -47.76% | -12.75% | -35.01% |
Max Drawdown (3Y)Largest decline over 3 years | -47.76% | -14.76% | -33.00% |
Max Drawdown (5Y)Largest decline over 5 years | -47.76% | -26.26% | -21.50% |
Max Drawdown (10Y)Largest decline over 10 years | -66.06% | -56.28% | -9.78% |
Current DrawdownCurrent decline from peak | -43.47% | -3.62% | -39.85% |
Average DrawdownAverage peak-to-trough decline | -10.00% | -15.84% | +5.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.48% | 3.90% | +21.58% |
Volatility
SCM vs. GAIN - Volatility Comparison
Stellus Capital Investment Corporation (SCM) has a higher volatility of 15.16% compared to Gladstone Investment Corporation (GAIN) at 6.74%. 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 | 15.16% | 6.74% | +8.42% |
Volatility (6M)Calculated over the trailing 6-month period | 26.52% | 17.56% | +8.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.89% | 20.03% | +9.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.10% | 22.45% | +0.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.14% | 25.79% | +11.35% |
Dividends
SCM vs. GAIN - Dividend Comparison
SCM's dividend yield for the trailing twelve months is around 19.06%, more than GAIN's 5.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAIN Gladstone Investment Corporation | 5.94% | 10.74% | 12.53% | 17.24% | 9.88% | 6.06% | 9.22% | 7.06% | 9.24% | 7.94% | 8.87% | 9.68% |
SCM Stellus Capital Investment Corporation | 19.06% | 12.62% | 11.62% | 12.45% | 8.14% | 8.29% | 10.57% | 9.55% | 10.50% | 10.35% | 11.27% | 14.10% |
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
Frequently Asked Questions
SCM and GAIN have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCM has higher volatility (15.16%) compared to GAIN (6.74%). In terms of maximum drawdown, SCM dropped -66.06% vs GAIN's -80.87%.
GAIN currently has the higher Sharpe Ratio (1.22 vs -1.30), 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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