GABBX vs. ARCC
GABBX (Gabelli Dividend Growth Fund) is Large Cap Value Equities fund managed by Gabelli, while ARCC (Ares Capital Corporation) is a stock. Over the past 10 years, GABBX returned 8.95%/yr vs 12.33%/yr for ARCC. Their 0.56 correlation means they have sometimes moved together and sometimes differently.
Performance
GABBX vs. ARCC - Performance Comparison
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Returns By Period
In the year-to-date period, GABBX achieves a 10.19% return, which is significantly higher than ARCC's -2.30% return. Over the past 10 years, GABBX has underperformed ARCC with an annualized return of 8.95%, while ARCC has yielded a comparatively higher 12.33% annualized return.
GABBX
- 1D
- 0.52%
- 1M
- 0.83%
- 6M
- 6.16%
- YTD
- 10.19%
- 1Y
- 21.75%
- 3Y*
- 12.56%
- 5Y*
- 7.15%
- 10Y*
- 8.95%
- ALL TIME*
- 6.67%
ARCC
- 1D
- -0.37%
- 1M
- 0.16%
- 6M
- -0.63%
- YTD
- -2.30%
- 1Y
- -7.66%
- 3Y*
- 8.39%
- 5Y*
- 8.57%
- 10Y*
- 12.33%
- ALL TIME*
- 11.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $81.64M | $84.10M | $93.93M | |
| $0.00 | $0.00 | $0.00 |
GABBX vs. ARCC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GABBX Gabelli Dividend Growth Fund | 10.19% | 17.41% | 10.13% | 7.61% | -9.62% | 20.18% | 5.09% | 26.43% | -10.90% | 12.10% |
ARCC Ares Capital Corporation | -2.30% | 1.07% | 19.78% | 20.03% | -3.84% | 36.14% | 0.86% | 31.30% | 8.81% | 4.50% |
Correlation
The correlation between GABBX and ARCC is 0.48, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.48 |
Correlation (3Y) Balances recent behavior with more history. | 0.52 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.57 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.53 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2004 | 0.56 |
The correlation between GABBX and ARCC has been stable across timeframes, ranging from 0.48 to 0.57 - a consistent structural relationship.
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Return for Risk
GABBX vs. ARCC — Risk / Return Rank
GABBX
ARCC
GABBX vs. ARCC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gabelli Dividend Growth Fund (GABBX) and Ares Capital Corporation (ARCC). 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.
| GABBX | ARCC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.02 | ||
| Sortino ratioReturn per unit of downside risk | +2.82 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 0.94 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 2.49 | -0.50 | +2.99 |
| Martin ratioReturn relative to average drawdown | 9.33 | -0.91 | +10.24 |
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Drawdowns
GABBX vs. ARCC - Drawdown Comparison
The maximum GABBX drawdown since its inception was -60.85%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for GABBX and ARCC.
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Drawdown Indicators
| GABBX | ARCC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.85% | -79.36% | +18.51% |
Max Drawdown (1Y)Largest decline over 1 year | -7.35% | -17.35% | +10.00% |
Max Drawdown (3Y)Largest decline over 3 years | -15.01% | -19.35% | +4.34% |
Max Drawdown (5Y)Largest decline over 5 years | -21.42% | -21.76% | +0.34% |
Max Drawdown (10Y)Largest decline over 10 years | -38.64% | -56.77% | +18.13% |
Current DrawdownCurrent decline from peak | -0.15% | -11.07% | +10.92% |
Average DrawdownAverage peak-to-trough decline | -11.08% | -9.12% | -1.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 9.51% | -7.52% |
Volatility
GABBX vs. ARCC - Volatility Comparison
The current volatility for Gabelli Dividend Growth Fund (GABBX) is 3.15%, while Ares Capital Corporation (ARCC) has a volatility of 4.33%. This indicates that GABBX experiences smaller price fluctuations and is considered to be less risky than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GABBX | ARCC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 4.33% | -1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 8.42% | 14.79% | -6.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.78% | 18.86% | -7.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.55% | 19.97% | -5.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.25% | 25.58% | -8.33% |
Dividends
GABBX vs. ARCC - Dividend Comparison
GABBX's dividend yield for the trailing twelve months is around 11.45%, more than ARCC's 10.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | 10.23% | 9.49% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% |
GABBX Gabelli Dividend Growth Fund | 11.45% | 12.62% | 12.57% | 1.43% | 1.71% | 11.25% | 2.90% | 4.42% | 11.77% | 16.73% | 5.97% | 3.35% |
Frequently Asked Questions
GABBX and ARCC have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARCC has higher volatility (4.33%) compared to GABBX (3.15%). In terms of maximum drawdown, GABBX dropped -60.85% vs ARCC's -79.36%.
GABBX currently has the higher Sharpe Ratio (1.56 vs -0.46), 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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