GAM vs. ADX

The year-to-date returns for both investments are quite close, with GAM having a 4.54% return and ADX slightly higher at 4.58%. Over the past 10 years, GAM has underperformed ADX with an annualized return of 9.93%, while ADX has yielded a comparatively higher 11.27% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for General American Investors Company, Inc. (GAM) and Adams Diversified Equity Fund, Inc. (ADX). 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.

The current GAM Sharpe Ratio is 1.15, which is higher than the ADX Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of GAM and ADX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GAM's dividend yield for the trailing twelve months is around 8.95%, less than ADX's 16.52% yield.

The maximum GAM drawdown since its inception was -66.66%, which is greater than ADX's maximum drawdown of -56.82%. Use the drawdown chart below to compare losses from any high point for GAM and ADX. For additional features, visit the drawdowns tool.

The current volatility for General American Investors Company, Inc. (GAM) is 3.46%, while Adams Diversified Equity Fund, Inc. (ADX) has a volatility of 4.59%. This indicates that GAM experiences smaller price fluctuations and is considered to be less risky than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.