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.
Key characteristics
| SCM | GAIN | |
|---|---|---|
| YTD Return | 17.76% | 6.01% |
| 1Y Return | 21.92% | 10.75% |
| 3Y Return (Ann) | 10.38% | 6.15% |
| 5Y Return (Ann) | 10.83% | 10.97% |
| 10Y Return (Ann) | 11.05% | 17.55% |
| Sharpe Ratio | 1.74 | 0.60 |
| Sortino Ratio | 2.47 | 0.93 |
| Omega Ratio | 1.31 | 1.12 |
| Calmar Ratio | 1.70 | 0.87 |
| Martin Ratio | 10.17 | 2.22 |
| Ulcer Index | 2.30% | 5.06% |
| Daily Std Dev | 13.47% | 18.62% |
| Max Drawdown | -66.06% | -80.87% |
| Current Drawdown | -3.28% | -4.31% |
Fundamentals
| SCM | GAIN | |
|---|---|---|
| Market Cap | $371.50M | $496.40M |
| EPS | $1.28 | $2.03 |
| PE Ratio | 10.73 | 6.67 |
| PEG Ratio | 0.00 | 5.46 |
| Total Revenue (TTM) | $26.50T | $118.72M |
| Gross Profit (TTM) | $26.50T | $94.40M |
| EBITDA (TTM) | $10.26T | $54.33M |
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
In the year-to-date period, SCM achieves a 17.76% return, which is significantly higher than GAIN's 6.01% return. Over the past 10 years, SCM has underperformed GAIN with an annualized return of 11.05%, while GAIN has yielded a comparatively higher 17.55% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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 11.63%, less than GAIN's 18.77% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCM Stellus Capital Investment Corporation | 11.63% | 12.42% | 11.63% | 8.27% | 10.56% | 9.51% | 10.47% | 10.32% | 11.24% | 14.07% | 12.06% | 9.06% |
GAIN Gladstone Investment Corporation | 18.77% | 17.24% | 9.88% | 6.06% | 9.22% | 7.74% | 9.88% | 7.94% | 8.87% | 9.68% | 11.00% | 8.44% |
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. For additional features, visit the drawdowns tool.
Volatility
SCM vs. GAIN - Volatility Comparison
The current volatility for Stellus Capital Investment Corporation (SCM) is 4.11%, while Gladstone Investment Corporation (GAIN) has a volatility of 5.89%. This indicates that SCM experiences smaller price fluctuations and is considered to be less risky than GAIN based on this measure. 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