GAM vs. FNDX
Compare and contrast key facts about General American Investors Company, Inc. (GAM) and Schwab Fundamental U.S. Large Company Index ETF (FNDX).
FNDX is a passively managed fund by Charles Schwab that tracks the performance of the Russell Fundamental U.S. Large Company Index. It was launched on Aug 15, 2013.
Performance
GAM vs. FNDX - Performance Comparison
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GAM vs. FNDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GAM General American Investors Company, Inc. | -0.44% | 28.63% | 29.55% | 26.84% | -14.84% | 20.56% | 5.85% | 41.76% | -10.25% | 21.32% |
FNDX Schwab Fundamental U.S. Large Company Index ETF | 2.76% | 16.94% | 16.77% | 18.23% | -6.92% | 31.73% | 9.12% | 28.65% | -7.30% | 17.12% |
Returns By Period
In the year-to-date period, GAM achieves a -0.44% return, which is significantly lower than FNDX's 2.76% return. Over the past 10 years, GAM has outperformed FNDX with an annualized return of 14.54%, while FNDX has yielded a comparatively lower 13.26% annualized return.
GAM
- 1D
- 2.63%
- 1M
- -5.37%
- YTD
- -0.44%
- 6M
- 4.50%
- 1Y
- 29.07%
- 3Y*
- 25.04%
- 5Y*
- 14.77%
- 10Y*
- 14.54%
FNDX
- 1D
- 1.98%
- 1M
- -3.68%
- YTD
- 2.76%
- 6M
- 6.80%
- 1Y
- 19.99%
- 3Y*
- 17.12%
- 5Y*
- 11.99%
- 10Y*
- 13.26%
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Return for Risk
GAM vs. FNDX — Risk / Return Rank
GAM
FNDX
GAM vs. FNDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for General American Investors Company, Inc. (GAM) and Schwab Fundamental U.S. Large Company Index ETF (FNDX). 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.
| GAM | FNDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.84 | 1.24 | +0.60 |
Sortino ratioReturn per unit of downside risk | 2.63 | 1.80 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.28 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.61 | 1.73 | +0.89 |
Martin ratioReturn relative to average drawdown | 14.20 | 8.31 | +5.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GAM | FNDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | 1.24 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.93 | 0.79 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.76 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.74 | -0.30 |
Correlation
The correlation between GAM and FNDX is 0.81, 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
GAM vs. FNDX - Dividend Comparison
GAM's dividend yield for the trailing twelve months is around 10.95%, more than FNDX's 1.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAM General American Investors Company, Inc. | 10.95% | 11.32% | 8.82% | 6.17% | 4.15% | 1.38% | 6.72% | 6.49% | 9.67% | 9.56% | 10.20% | 3.60% |
FNDX Schwab Fundamental U.S. Large Company Index ETF | 1.62% | 1.63% | 1.76% | 1.82% | 2.07% | 1.64% | 2.29% | 2.23% | 2.40% | 1.86% | 2.01% | 2.01% |
Drawdowns
GAM vs. FNDX - Drawdown Comparison
The maximum GAM drawdown since its inception was -66.63%, which is greater than FNDX's maximum drawdown of -37.72%. Use the drawdown chart below to compare losses from any high point for GAM and FNDX.
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Drawdown Indicators
| GAM | FNDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.63% | -37.72% | -28.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -12.25% | +1.25% |
Max Drawdown (5Y)Largest decline over 5 years | -26.09% | -19.06% | -7.03% |
Max Drawdown (10Y)Largest decline over 10 years | -41.78% | -37.72% | -4.06% |
Current DrawdownCurrent decline from peak | -6.09% | -4.21% | -1.88% |
Average DrawdownAverage peak-to-trough decline | -11.62% | -3.59% | -8.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 2.55% | -0.52% |
Volatility
GAM vs. FNDX - Volatility Comparison
General American Investors Company, Inc. (GAM) has a higher volatility of 5.92% compared to Schwab Fundamental U.S. Large Company Index ETF (FNDX) at 3.93%. This indicates that GAM's price experiences larger fluctuations and is considered to be riskier than FNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GAM | FNDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.92% | 3.93% | +1.99% |
Volatility (6M)Calculated over the trailing 6-month period | 8.42% | 8.05% | +0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.85% | 16.21% | -0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.95% | 15.26% | +0.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.62% | 17.51% | +0.11% |