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GABSX vs. GGMMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GABSX vs. GGMMX - Performance Comparison

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

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GABSX vs. GGMMX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
GABSX
Gabelli Small Cap Growth Fund
2.01%8.65%10.22%21.45%-12.63%24.82%13.63%9.17%
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 GABSX having a 2.01% return and GGMMX slightly lower at 2.00%.


GABSX

1D
2.40%
1M
-7.47%
YTD
2.01%
6M
3.50%
1Y
16.58%
3Y*
11.98%
5Y*
7.40%
10Y*
9.96%

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)

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GABSX vs. GGMMX - Expense Ratio Comparison

GABSX has a 1.38% expense ratio, which is higher than GGMMX's 0.90% expense ratio.


Return for Risk

GABSX vs. GGMMX — Risk / Return Rank

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

GABSX
GABSX Risk / Return Rank: 4141
Overall Rank
GABSX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
GABSX Sortino Ratio Rank: 4242
Sortino Ratio Rank
GABSX Omega Ratio Rank: 3333
Omega Ratio Rank
GABSX Calmar Ratio Rank: 5050
Calmar Ratio Rank
GABSX Martin Ratio Rank: 4141
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.

GABSX vs. GGMMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Gabelli Small Cap Growth Fund (GABSX) 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.


GABSXGGMMXDifference

Sharpe ratio

Return per unit of total volatility

0.86

1.36

-0.50

Sortino ratio

Return per unit of downside risk

1.36

1.95

-0.59

Omega ratio

Gain probability vs. loss probability

1.18

1.24

-0.07

Calmar ratio

Return relative to maximum drawdown

1.32

2.19

-0.87

Martin ratio

Return relative to average drawdown

4.48

7.08

-2.60

GABSX vs. GGMMX - Sharpe Ratio Comparison

The current GABSX Sharpe Ratio is 0.86, which is lower than the GGMMX Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of GABSX 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.


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Sharpe Ratios by Period


GABSXGGMMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.86

1.36

-0.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.36

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

0.49

+0.13

Correlation

The correlation between GABSX and GGMMX is 0.82, 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

GABSX vs. GGMMX - Dividend Comparison

GABSX's dividend yield for the trailing twelve months is around 3.90%, less than GGMMX's 6.64% yield.


TTM20252024202320222021202020192018201720162015
GABSX
Gabelli Small Cap Growth Fund
3.90%3.98%6.61%8.68%9.53%13.50%22.21%21.36%4.70%5.38%3.87%3.78%
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

GABSX vs. GGMMX - Drawdown Comparison

The maximum GABSX drawdown since its inception was -57.24%, which is greater than GGMMX's maximum drawdown of -40.23%. Use the drawdown chart below to compare losses from any high point for GABSX and GGMMX.


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Drawdown Indicators


GABSXGGMMXDifference

Max Drawdown

Largest peak-to-trough decline

-57.24%

-40.23%

-17.01%

Max Drawdown (1Y)

Largest decline over 1 year

-13.07%

-8.84%

-4.23%

Max Drawdown (5Y)

Largest decline over 5 years

-25.19%

-31.83%

+6.64%

Max Drawdown (10Y)

Largest decline over 10 years

-40.74%

Current Drawdown

Current decline from peak

-8.66%

-6.84%

-1.82%

Average Drawdown

Average peak-to-trough decline

-7.00%

-10.05%

+3.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.86%

2.73%

+1.13%

Volatility

GABSX vs. GGMMX - Volatility Comparison

Gabelli Small Cap Growth Fund (GABSX) has a higher volatility of 6.21% compared to Gabelli Global Mini MitesTM Fund (GGMMX) at 4.25%. This indicates that GABSX'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.


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Volatility by Period


GABSXGGMMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.21%

4.25%

+1.96%

Volatility (6M)

Calculated over the trailing 6-month period

11.55%

9.23%

+2.32%

Volatility (1Y)

Calculated over the trailing 1-year period

20.29%

14.82%

+5.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.00%

17.74%

+1.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.91%

20.12%

-0.21%