BX vs BAM
Comparison between Blackstone Inc (BX, Company) and Brookfield Asset Management Ltd - Class A (BAM, Company).
Both BX and BAM are from the Financial Services sector.
BX vs BAM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BX vs BAM - Historical Returns
Returns include dividend reinvestment.
BX vs BAM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BX | BAM |
|---|---|---|
| 2026 | -6.74% | -0.05% |
| 2025 | -8.55% | -0.56% |
| 2024 | +37.84% | +44.51% |
| 2023 | +78.07% | +46.61% |
| 2022 | -38.67% | -10.41% |
| 2021 | +113.03% | N/A |
| 2020 | +20.16% | N/A |
| 2019 | +94.59% | N/A |
| 2018 | -1.39% | N/A |
| 2017 | +22.34% | N/A |
| 2016 | -0.54% | N/A |
| 2015 | -4.07% | N/A |
| 2014 | +14.78% | N/A |
| 2013 | +105.72% | N/A |
| 2012 | +10.45% | N/A |
| 2011 | -1.50% | N/A |
| 2010 | +7.88% | N/A |
| 2009 | +97.22% | N/A |
| 2008 | -66.79% | N/A |
| 2007 | -36.00% | N/A |
BX vs BAM Drawdown Comparison
The maximum drawdown for BX was -87.63%, occurring on Feb 26, 2009. Recovery took 1575 trading sessions.
The maximum drawdown for BAM was -30.36%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The current BX drawdown is -23.30%. The current BAM drawdown is -14.13%.
| Rank | BX | BAM |
|---|---|---|
| #1 | -87.63% Jun 22, 2007 - Sep 24, 2013 | -30.36% Jul 24, 2025 - Mar 24, 2026 |
| #2 | -49.26% Nov 29, 2021 - Jul 16, 2024 | -29.54% Jan 29, 2025 - Jul 17, 2025 |
| #3 | -46.52% Nov 22, 2024 - Mar 12, 2026 | -20.47% Sep 15, 2023 - Dec 1, 2023 |
| #4 | -44.05% Feb 11, 2020 - Dec 11, 2020 | -17.87% Dec 2, 2022 - Feb 2, 2023 |
| #5 | -42.52% May 18, 2015 - Jan 23, 2018 | -13.12% Feb 15, 2023 - Aug 11, 2023 |
| #6 | -29.06% Sep 24, 2018 - Apr 18, 2019 | -12.04% Dec 11, 2024 - Jan 24, 2025 |
| #7 | -18.53% Jul 23, 2014 - Jan 22, 2015 | -11.72% Mar 21, 2024 - Jul 22, 2024 |
| #8 | -18.04% Mar 10, 2014 - Jul 18, 2014 | -11.57% Jul 31, 2024 - Sep 11, 2024 |
| #9 | -17.84% Sep 16, 2021 - Oct 22, 2021 | -8.01% Aug 14, 2023 - Sep 11, 2023 |
| #10 | -14.83% Sep 13, 2019 - Nov 1, 2019 | -6.41% Dec 27, 2023 - Jan 26, 2024 |
| #11 | -14.35% Jan 26, 2018 - Jul 6, 2018 | -4.84% Nov 11, 2024 - Nov 26, 2024 |
| #12 | -10.64% Jul 23, 2024 - Sep 11, 2024 | -4.61% Mar 7, 2024 - Mar 21, 2024 |
| #13 | -9.60% Jul 26, 2019 - Aug 21, 2019 | -4.58% Jan 29, 2024 - Feb 15, 2024 |
| #14 | -9.45% May 21, 2019 - Jun 7, 2019 | -2.84% Jul 22, 2024 - Jul 30, 2024 |
| #15 | -8.83% Oct 22, 2013 - Nov 27, 2013 | -2.50% Dec 1, 2023 - Dec 12, 2023 |
Correlation
Correlation between BX and BAM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
BX vs BAM dividend yield comparison.
| Year | BX | BAM |
|---|---|---|
| 2026 | 2.74% | 1.92% |
| 2025 | 3.04% | 3.34% |
| 2024 | 2.00% | 2.80% |
| 2023 | 2.54% | 3.19% |
| 2022 | 6.66% | 0.00% |
| 2021 | 2.76% | 0.00% |
| 2020 | 2.95% | 0.00% |
| 2019 | 3.43% | 0.00% |
| 2018 | 8.12% | 0.00% |
| 2017 | 7.25% | 0.00% |
| 2016 | 6.14% | 0.00% |
| 2015 | 11.76% | 0.00% |
| 2014 | 5.68% | 0.00% |
| 2013 | 3.75% | 0.00% |
| 2012 | 3.33% | 0.00% |
| 2011 | 4.42% | 0.00% |
| 2010 | 4.24% | 0.00% |
| 2009 | 6.86% | 0.00% |
| 2008 | 18.38% | 0.00% |
| 2007 | 1.36% | 0.00% |
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