PortfoliosLab logoPortfoliosLab logo
GABBX vs. GGMMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GABBX vs. GGMMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Gabelli Dividend Growth Fund (GABBX) and Gabelli Global Mini MitesTM Fund (GGMMX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

GABBX vs. GGMMX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
GABBX
Gabelli Dividend Growth Fund
2.10%17.41%10.13%7.61%-9.62%20.18%5.09%11.40%
GGMMX
Gabelli Global Mini MitesTM Fund
2.00%10.57%1.65%39.12%-16.24%19.30%15.86%3.52%

Returns By Period

The year-to-date returns for both stocks are quite close, with GABBX having a 2.10% return and GGMMX slightly lower at 2.00%.


GABBX

1D
2.10%
1M
-5.21%
YTD
2.10%
6M
6.69%
1Y
18.61%
3Y*
11.57%
5Y*
6.71%
10Y*
8.64%

GGMMX

1D
1.39%
1M
-6.84%
YTD
2.00%
6M
3.88%
1Y
19.81%
3Y*
13.98%
5Y*
6.40%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


GABBX vs. GGMMX - Expense Ratio Comparison

GABBX has a 2.00% expense ratio, which is higher than GGMMX's 0.90% expense ratio.


Return for Risk

GABBX vs. GGMMX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GABBX
GABBX Risk / Return Rank: 6464
Overall Rank
GABBX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
GABBX Sortino Ratio Rank: 6565
Sortino Ratio Rank
GABBX Omega Ratio Rank: 5858
Omega Ratio Rank
GABBX Calmar Ratio Rank: 6666
Calmar Ratio Rank
GABBX Martin Ratio Rank: 7171
Martin Ratio Rank

GGMMX
GGMMX Risk / Return Rank: 6767
Overall Rank
GGMMX Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
GGMMX Sortino Ratio Rank: 7070
Sortino Ratio Rank
GGMMX Omega Ratio Rank: 5454
Omega Ratio Rank
GGMMX Calmar Ratio Rank: 8080
Calmar Ratio Rank
GGMMX Martin Ratio Rank: 6262
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GABBX vs. GGMMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Gabelli Dividend Growth Fund (GABBX) and Gabelli Global Mini MitesTM Fund (GGMMX). 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.


GABBXGGMMXDifference

Sharpe ratio

Return per unit of total volatility

1.16

1.36

-0.20

Sortino ratio

Return per unit of downside risk

1.73

1.95

-0.22

Omega ratio

Gain probability vs. loss probability

1.24

1.24

-0.01

Calmar ratio

Return relative to maximum drawdown

1.65

2.19

-0.54

Martin ratio

Return relative to average drawdown

7.17

7.08

+0.09

GABBX vs. GGMMX - Sharpe Ratio Comparison

The current GABBX Sharpe Ratio is 1.16, which is comparable to the GGMMX Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of GABBX and GGMMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


GABBXGGMMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.16

1.36

-0.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.36

+0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.49

-0.17

Correlation

The correlation between GABBX and GGMMX is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

GABBX vs. GGMMX - Dividend Comparison

GABBX's dividend yield for the trailing twelve months is around 12.36%, more than GGMMX's 6.64% yield.


TTM20252024202320222021202020192018201720162015
GABBX
Gabelli Dividend Growth Fund
12.36%12.62%12.57%1.43%1.71%11.25%2.90%4.42%11.77%16.73%5.97%3.35%
GGMMX
Gabelli Global Mini MitesTM Fund
6.64%6.77%0.00%11.14%6.22%14.98%0.54%3.96%0.00%0.00%0.00%0.00%

Drawdowns

GABBX vs. GGMMX - Drawdown Comparison

The maximum GABBX drawdown since its inception was -60.85%, which is greater than GGMMX's maximum drawdown of -40.23%. Use the drawdown chart below to compare losses from any high point for GABBX and GGMMX.


Loading graphics...

Drawdown Indicators


GABBXGGMMXDifference

Max Drawdown

Largest peak-to-trough decline

-60.85%

-40.23%

-20.62%

Max Drawdown (1Y)

Largest decline over 1 year

-11.61%

-8.84%

-2.77%

Max Drawdown (5Y)

Largest decline over 5 years

-21.42%

-31.83%

+10.41%

Max Drawdown (10Y)

Largest decline over 10 years

-38.64%

Current Drawdown

Current decline from peak

-5.40%

-6.84%

+1.44%

Average Drawdown

Average peak-to-trough decline

-11.20%

-10.05%

-1.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.67%

2.73%

-0.06%

Volatility

GABBX vs. GGMMX - Volatility Comparison

Gabelli Dividend Growth Fund (GABBX) has a higher volatility of 4.58% compared to Gabelli Global Mini MitesTM Fund (GGMMX) at 4.25%. This indicates that GABBX's price experiences larger fluctuations and is considered to be riskier than GGMMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


GABBXGGMMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.58%

4.25%

+0.33%

Volatility (6M)

Calculated over the trailing 6-month period

9.02%

9.23%

-0.21%

Volatility (1Y)

Calculated over the trailing 1-year period

15.94%

14.82%

+1.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.55%

17.74%

-3.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.36%

20.12%

-2.76%