SCM vs. GAIN
Compare and contrast key facts about Stellus Capital Investment Corporation (SCM) and Gladstone Investment Corporation (GAIN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCM or GAIN.
Correlation
The correlation between SCM and GAIN is 0.38, 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
SCM vs. GAIN - Performance Comparison
Key characteristics
SCM:
0.47
GAIN:
0.02
SCM:
0.66
GAIN:
0.15
SCM:
1.12
GAIN:
1.02
SCM:
0.47
GAIN:
0.03
SCM:
2.26
GAIN:
0.08
SCM:
3.64%
GAIN:
4.32%
SCM:
17.42%
GAIN:
19.43%
SCM:
-66.06%
GAIN:
-80.88%
SCM:
-17.68%
GAIN:
-10.12%
Fundamentals
SCM:
$347.85M
GAIN:
$457.15M
SCM:
$1.79
GAIN:
$1.91
SCM:
7.06
GAIN:
6.50
SCM:
0.00
GAIN:
5.46
SCM:
$65.65M
GAIN:
$63.70M
SCM:
$26.50T
GAIN:
$63.00M
SCM:
$10.26T
GAIN:
$19.35M
Returns By Period
In the year-to-date period, SCM achieves a -5.62% return, which is significantly lower than GAIN's -4.67% return. Over the past 10 years, SCM has underperformed GAIN with an annualized return of 12.05%, while GAIN has yielded a comparatively higher 16.28% annualized return.
SCM
-5.62%
-7.61%
-2.94%
8.82%
30.35%
12.05%
GAIN
-4.67%
-6.77%
-7.31%
1.38%
24.89%
16.28%
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Risk-Adjusted Performance
SCM vs. GAIN — Risk-Adjusted Performance Rank
SCM
GAIN
SCM vs. GAIN - Risk-Adjusted Performance 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.
Dividends
SCM vs. GAIN - Dividend Comparison
SCM's dividend yield for the trailing twelve months is around 12.63%, less than GAIN's 13.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCM Stellus Capital Investment Corporation | 12.63% | 11.60% | 12.42% | 11.63% | 8.27% | 10.56% | 9.53% | 10.47% | 10.32% | 11.24% | 14.07% | 12.06% |
GAIN Gladstone Investment Corporation | 13.38% | 12.53% | 17.24% | 9.88% | 6.06% | 9.22% | 7.74% | 9.88% | 7.94% | 8.87% | 9.68% | 11.00% |
Drawdowns
SCM vs. GAIN - Drawdown Comparison
The maximum SCM drawdown since its inception was -66.06%, smaller than the maximum GAIN drawdown of -80.88%. Use the drawdown chart below to compare losses from any high point for SCM and GAIN. For additional features, visit the drawdowns tool.
Volatility
SCM vs. GAIN - Volatility Comparison
Stellus Capital Investment Corporation (SCM) and Gladstone Investment Corporation (GAIN) have volatilities of 8.82% and 8.86%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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