BAM vs BX
Comparison between Brookfield Asset Management Ltd - Class A (BAM, Company) and Blackstone Inc (BX, Company).
Both BAM and BX are from the Financial Services sector.
BAM vs BX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BAM vs BX - Historical Returns
Returns include dividend reinvestment.
BAM vs BX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BAM | BX |
|---|---|---|
| 2026 | -0.08% | -6.94% |
| 2025 | -0.56% | -8.55% |
| 2024 | +44.51% | +37.84% |
| 2023 | +46.61% | +78.07% |
| 2022 | -10.41% | -38.67% |
| 2021 | N/A | +113.03% |
| 2020 | N/A | +20.16% |
| 2019 | N/A | +94.59% |
| 2018 | N/A | -1.39% |
| 2017 | N/A | +22.34% |
| 2016 | N/A | -0.54% |
| 2015 | N/A | -4.07% |
| 2014 | N/A | +14.78% |
| 2013 | N/A | +105.72% |
| 2012 | N/A | +10.45% |
| 2011 | N/A | -1.50% |
| 2010 | N/A | +7.88% |
| 2009 | N/A | +97.22% |
| 2008 | N/A | -66.79% |
| 2007 | N/A | -36.00% |
BAM vs BX Drawdown Comparison
The maximum drawdown for BAM was -30.36%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The maximum drawdown for BX was -87.63%, occurring on Feb 26, 2009. Recovery took 1575 trading sessions.
The current BAM drawdown is -14.16%. The current BX drawdown is -23.47%.
| Rank | BAM | BX |
|---|---|---|
| #1 | -30.36% Jul 24, 2025 - Mar 24, 2026 | -87.63% Jun 22, 2007 - Sep 24, 2013 |
| #2 | -29.54% Jan 29, 2025 - Jul 17, 2025 | -49.26% Nov 29, 2021 - Jul 16, 2024 |
| #3 | -20.47% Sep 15, 2023 - Dec 1, 2023 | -46.52% Nov 22, 2024 - Mar 12, 2026 |
| #4 | -17.87% Dec 2, 2022 - Feb 2, 2023 | -44.05% Feb 11, 2020 - Dec 11, 2020 |
| #5 | -13.12% Feb 15, 2023 - Aug 11, 2023 | -42.52% May 18, 2015 - Jan 23, 2018 |
| #6 | -12.04% Dec 11, 2024 - Jan 24, 2025 | -29.06% Sep 24, 2018 - Apr 18, 2019 |
| #7 | -11.72% Mar 21, 2024 - Jul 22, 2024 | -18.53% Jul 23, 2014 - Jan 22, 2015 |
| #8 | -11.57% Jul 31, 2024 - Sep 11, 2024 | -18.04% Mar 10, 2014 - Jul 18, 2014 |
| #9 | -8.01% Aug 14, 2023 - Sep 11, 2023 | -17.84% Sep 16, 2021 - Oct 22, 2021 |
| #10 | -6.41% Dec 27, 2023 - Jan 26, 2024 | -14.83% Sep 13, 2019 - Nov 1, 2019 |
| #11 | -4.84% Nov 11, 2024 - Nov 26, 2024 | -14.35% Jan 26, 2018 - Jul 6, 2018 |
| #12 | -4.61% Mar 7, 2024 - Mar 21, 2024 | -10.64% Jul 23, 2024 - Sep 11, 2024 |
| #13 | -4.58% Jan 29, 2024 - Feb 15, 2024 | -9.60% Jul 26, 2019 - Aug 21, 2019 |
| #14 | -2.84% Jul 22, 2024 - Jul 30, 2024 | -9.45% May 21, 2019 - Jun 7, 2019 |
| #15 | -2.50% Dec 1, 2023 - Dec 12, 2023 | -8.83% Oct 22, 2013 - Nov 27, 2013 |
Correlation
Correlation between BAM and BX is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
BAM vs BX dividend yield comparison.
| Year | BAM | BX |
|---|---|---|
| 2026 | 1.92% | 2.75% |
| 2025 | 3.34% | 3.04% |
| 2024 | 2.80% | 2.00% |
| 2023 | 3.19% | 2.54% |
| 2022 | 0.00% | 6.66% |
| 2021 | 0.00% | 2.76% |
| 2020 | 0.00% | 2.95% |
| 2019 | 0.00% | 3.43% |
| 2018 | 0.00% | 8.12% |
| 2017 | 0.00% | 7.25% |
| 2016 | 0.00% | 6.14% |
| 2015 | 0.00% | 11.76% |
| 2014 | 0.00% | 5.68% |
| 2013 | 0.00% | 3.75% |
| 2012 | 0.00% | 3.33% |
| 2011 | 0.00% | 4.42% |
| 2010 | 0.00% | 4.24% |
| 2009 | 0.00% | 6.86% |
| 2008 | 0.00% | 18.38% |
| 2007 | 0.00% | 1.36% |
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