GROW vs FRLA

Comparison between U.S. Global Investors Inc - Class A (GROW, Company) and Fortune Rise Acquisition Corp - Class A (FRLA, Company).

Both GROW and FRLA are from the Financial Services sector.

GROW vs FRLA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GROW(COMPANY)	FRLA(COMPANY)
Market Cap	$35M	$35M
Max Drawdown	97.64%	8.64%
Sharpe Ratio	0.63	-0.31
5Y Beta	0.47	N/A
Industry	Asset Management	Shell Companies
P/E Ratio	11.83	-28.45
Forward P/E	28.82	N/A
PEG Ratio	0.09	N/A
Dividend Yield	3.24%	N/A
5Y Dividends CAGR	17.79%	N/A
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	0.15%	-3.65%
P/S Ratio	3.64	N/A
P/B Ratio	0.75	-3.12

Market Cap

Winner

GROW

$35M

FRLA

$35M

Max Drawdown

GROW

97.64%

Winner

FRLA

8.64%

Sharpe Ratio

Winner

GROW

0.63

FRLA

-0.31

5Y Beta

GROW

0.47

FRLA

N/A

Industry

GROW

Asset Management

FRLA

Shell Companies

P/E Ratio

GROW

11.83

Winner

FRLA

-28.45

Forward P/E

GROW

28.82

FRLA

N/A

PEG Ratio

GROW

0.09

FRLA

N/A

Dividend Yield

GROW

3.24%

FRLA

N/A

5Y Dividends CAGR

GROW

17.79%

FRLA

N/A

Debt to Equity

GROW

0.00%

FRLA

N/A

Free Cash Flow Yield

Winner

GROW

0.15%

FRLA

-3.65%

P/S Ratio

GROW

3.64

FRLA

N/A

P/B Ratio

GROW

0.75

Winner

FRLA

-3.12

GROW vs FRLA - Historical Returns

Returns include dividend reinvestment.

Period	GROW	FRLA
1 month	+16.08%	+0.00%
3 months	-8.17%	+0.00%
6 months	+23.88%	N/A
1 year	+28.82%	+0.00%
5 years(CAGR)	-11.19%	+2.71%
10 years(CAGR)	+7.10%	N/A
Max(CAGR)	+6.92%	+2.71%

Winner

GROW

+16.08%

FRLA

+0.00%

GROW

-8.17%

Winner

FRLA

+0.00%

GROW

+23.88%

FRLA

N/A

Winner

GROW

+28.82%

FRLA

+0.00%

5Y(CAGR)

GROW

-11.19%

Winner

FRLA

+2.71%

10Y(CAGR)

GROW

+7.10%

FRLA

N/A

Max(CAGR)

Winner

GROW

+6.92%

FRLA

+2.71%

GROW vs FRLA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	GROW	FRLA
2026	+21.99%	+0.00%
2025	+2.58%	+0.45%
2024	-8.50%	+1.73%
2023	+0.00%	+5.79%
2022	-37.10%	+3.92%
2021	-22.80%	+0.05%
2020	+271.77%	N/A
2019	+19.58%	N/A
2018	-78.51%	N/A
2017	+173.72%	N/A
2016	+21.45%	N/A
2015	-60.92%	N/A
2014	+23.83%	N/A
2013	-39.44%	N/A
2012	-32.23%	N/A
2011	-23.96%	N/A
2010	-30.38%	N/A
2009	+139.26%	N/A
2008	-70.62%	N/A
2007	-46.93%	N/A
2006	+428.90%	N/A
2005	+227.83%	N/A
2004	-7.66%	N/A
2003	+82.98%	N/A
2002	+133.24%	N/A
2001	+8.38%	N/A
2000	-41.37%	N/A
1999	-7.41%	N/A

GROW vs FRLA Drawdown Comparison

The maximum drawdown for GROW was -96.75%, occurring on Mar 24, 2020. This drawdown has not yet recovered.

The maximum drawdown for FRLA was -8.64%, occurring on Mar 22, 2023. Recovery took 424 trading sessions.

The current GROW drawdown is -86.68%. The current FRLA drawdown is -6.67%.

Rank	GROW	FRLA
#1	-96.75% Dec 28, 2006 - Mar 24, 2020	-8.64% Mar 21, 2023 - Nov 25, 2024
#2	-65.00% Mar 1, 2000 - Jan 27, 2003	-7.33% Nov 25, 2024 - Dec 30, 2024
#3	-47.42% Apr 2, 2004 - Feb 24, 2005	-0.50% Apr 27, 2022 - Jun 6, 2022
#4	-41.09% Feb 28, 2003 - Aug 19, 2003	-0.49% Sep 2, 2022 - Sep 26, 2022
#5	-38.82% Feb 6, 2006 - Apr 28, 2006	-0.44% Sep 26, 2022 - Nov 1, 2022
#6	-32.99% May 10, 2006 - Sep 5, 2006	-0.40% Jan 14, 2022 - Feb 1, 2022
#7	-31.41% Sep 18, 2006 - Nov 9, 2006	-0.30% Jun 6, 2022 - Jul 20, 2022
#8	-26.56% Apr 5, 2005 - Sep 28, 2005	-0.29% Jan 12, 2023 - Jan 30, 2023
#9	-24.16% Jan 3, 2000 - Feb 29, 2000	-0.28% Mar 2, 2023 - Mar 21, 2023
#10	-22.84% Nov 1, 1999 - Dec 23, 1999	-0.20% Dec 27, 2021 - Dec 31, 2021
#11	-20.87% Dec 27, 2005 - Jan 26, 2006	-0.20% Feb 2, 2022 - Mar 3, 2022
#12	-20.00% Aug 19, 2003 - Sep 12, 2003	-0.20% Mar 24, 2022 - Apr 1, 2022
#13	-18.90% Jan 27, 2003 - Feb 28, 2003	-0.20% Apr 1, 2022 - Apr 13, 2022
#14	-13.92% Sep 12, 2003 - Nov 11, 2003	-0.15% Dec 31, 2021 - Jan 7, 2022
#15	-12.75% Dec 8, 2003 - Feb 19, 2004	-0.15% Mar 4, 2022 - Mar 24, 2022