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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GAM or FNDX.
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.
Performance
GAM vs. FNDX - Performance Comparison
Key characteristics
GAM:
1.17
FNDX:
0.42
GAM:
1.70
FNDX:
0.69
GAM:
1.25
FNDX:
1.10
GAM:
1.27
FNDX:
0.42
GAM:
6.13
FNDX:
1.92
GAM:
3.10%
FNDX:
3.59%
GAM:
16.29%
FNDX:
16.52%
GAM:
-66.66%
FNDX:
-37.71%
GAM:
-8.04%
FNDX:
-11.60%
Returns By Period
In the year-to-date period, GAM achieves a -3.55% return, which is significantly higher than FNDX's -6.64% return. Over the past 10 years, GAM has underperformed FNDX with an annualized return of 9.23%, while FNDX has yielded a comparatively higher 12.82% annualized return.
GAM
-3.55%
-3.05%
-0.83%
20.35%
18.39%
9.23%
FNDX
-6.64%
-6.84%
-8.56%
6.67%
19.22%
12.82%
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Risk-Adjusted Performance
GAM vs. FNDX — Risk-Adjusted Performance Rank
GAM
FNDX
GAM vs. FNDX - Risk-Adjusted Performance 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.
Dividends
GAM vs. FNDX - Dividend Comparison
GAM's dividend yield for the trailing twelve months is around 9.70%, more than FNDX's 1.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAM General American Investors Company, Inc. | 9.70% | 8.82% | 6.17% | 9.32% | 7.47% | 0.62% | 0.98% | 9.67% | 1.98% | 10.20% | 1.06% | 10.00% |
FNDX Schwab Fundamental U.S. Large Company Index ETF | 1.95% | 1.76% | 1.82% | 2.07% | 1.65% | 2.29% | 2.23% | 2.40% | 1.87% | 2.90% | 2.01% | 1.62% |
Drawdowns
GAM vs. FNDX - Drawdown Comparison
The maximum GAM drawdown since its inception was -66.66%, which is greater than FNDX's maximum drawdown of -37.71%. Use the drawdown chart below to compare losses from any high point for GAM and FNDX. For additional features, visit the drawdowns tool.
Volatility
GAM vs. FNDX - Volatility Comparison
General American Investors Company, Inc. (GAM) and Schwab Fundamental U.S. Large Company Index ETF (FNDX) have volatilities of 11.53% and 12.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.