GAM vs. USA
Compare and contrast key facts about General American Investors Company, Inc. (GAM) and Liberty All-Star Equity Fund (USA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GAM or USA.
Correlation
The correlation between GAM and USA is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
GAM vs. USA - Performance Comparison
Key characteristics
GAM:
2.53
USA:
1.61
GAM:
3.21
USA:
2.24
GAM:
1.45
USA:
1.28
GAM:
3.98
USA:
1.58
GAM:
18.40
USA:
10.10
GAM:
1.66%
USA:
2.24%
GAM:
12.08%
USA:
14.04%
GAM:
-66.66%
USA:
-69.06%
GAM:
-3.05%
USA:
-4.23%
Fundamentals
Returns By Period
In the year-to-date period, GAM achieves a 29.29% return, which is significantly higher than USA's 22.03% return. Over the past 10 years, GAM has underperformed USA with an annualized return of 9.68%, while USA has yielded a comparatively higher 12.33% annualized return.
GAM
29.29%
1.45%
12.43%
29.38%
13.43%
9.68%
USA
22.03%
-3.70%
9.41%
22.03%
11.66%
12.33%
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Risk-Adjusted Performance
GAM vs. USA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for General American Investors Company, Inc. (GAM) and Liberty All-Star Equity Fund (USA). 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. USA - Dividend Comparison
GAM's dividend yield for the trailing twelve months is around 8.84%, less than USA's 10.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAM General American Investors Company, Inc. | 8.84% | 6.17% | 9.32% | 7.47% | 0.62% | 0.98% | 9.67% | 1.98% | 10.20% | 1.06% | 10.00% | 5.97% |
USA Liberty All-Star Equity Fund | 10.11% | 9.56% | 12.11% | 9.67% | 9.26% | 9.88% | 12.81% | 9.01% | 9.43% | 9.66% | 6.61% | 5.94% |
Drawdowns
GAM vs. USA - Drawdown Comparison
The maximum GAM drawdown since its inception was -66.66%, roughly equal to the maximum USA drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for GAM and USA. For additional features, visit the drawdowns tool.
Volatility
GAM vs. USA - Volatility Comparison
General American Investors Company, Inc. (GAM) and Liberty All-Star Equity Fund (USA) have volatilities of 4.46% and 4.28%, 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.
Financials
GAM vs. USA - Financials Comparison
This section allows you to compare key financial metrics between General American Investors Company, Inc. and Liberty All-Star Equity Fund. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities