GAM vs AOM

Comparison between General American Investors Co. Inc (GAM, ETF) and ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF).

5-Year PerformanceGAM has outperformed AOM, delivering a return of +15.5% compared to +4.8%

GAM vs AOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GAM(ETF)	AOM(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	N/A	0.15%
Max Drawdown	72.30%	21.59%
Sharpe Ratio	2.76	1.79
5Y Beta	0.70	0.39
5Y Dividends CAGR	34.85%	14.67%

Net Assets

GAM

$1.60B

Winner

AOM

$1.70B

Expense Ratio

GAM

N/A

AOM

0.15%

Max Drawdown

GAM

72.30%

Winner

AOM

21.59%

Sharpe Ratio

Winner

GAM

2.76

AOM

1.79

5Y Beta

GAM

0.70

Winner

AOM

0.39

5Y Dividends CAGR

Winner

GAM

34.85%

AOM

14.67%

GAM vs AOM - Historical Returns

Returns include dividend reinvestment.

Period	GAM	AOM
1 month	+5.79%	+3.04%
3 months	+4.68%	+2.10%
6 months	+14.24%	+5.81%
1 year	+38.75%	+16.29%
5 years(CAGR)	+15.46%	+4.77%
10 years(CAGR)	+15.87%	+6.32%
Max(CAGR)	+9.49%	+6.75%

Winner

GAM

+5.79%

AOM

+3.04%

Winner

GAM

+4.68%

AOM

+2.10%

Winner

GAM

+14.24%

AOM

+5.81%

Winner

GAM

+38.75%

AOM

+16.29%

5Y(CAGR)

Winner

GAM

+15.46%

AOM

+4.77%

10Y(CAGR)

Winner

GAM

+15.87%

AOM

+6.32%

Max(CAGR)

Winner

GAM

+9.49%

AOM

+6.75%

GAM vs AOM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	GAM	AOM
2026	+9.62%	+4.21%
2025	+29.65%	+13.40%
2024	+30.52%	+8.57%
2023	+27.38%	+11.84%
2022	-15.26%	-14.50%
2021	+21.86%	+7.13%
2020	+5.56%	+9.61%
2019	+39.98%	+15.48%
2018	-10.01%	-4.21%
2017	+21.62%	+11.47%
2016	+11.46%	+6.20%
2015	-4.24%	-1.18%
2014	+10.87%	+5.12%
2013	+30.81%	+8.94%
2012	+18.00%	+7.99%
2011	-6.07%	+1.82%
2010	+14.92%	+7.03%
2009	+27.34%	+12.74%
2008	-47.19%	+7.29%
2007	+9.03%	N/A
2006	+15.90%	N/A
2005	+18.07%	N/A
2004	+8.59%	N/A
2003	+23.21%	N/A
2002	-27.67%	N/A
2001	+9.57%	N/A
2000	+11.23%	N/A
1999	+7.80%	N/A

GAM vs AOM Drawdown Comparison

The maximum drawdown for GAM was -66.58%, occurring on Mar 9, 2009. Recovery took 1398 trading sessions.

The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.

The current GAM drawdown is -1.13%.

Rank	GAM	AOM
#1	-66.58% Oct 16, 2007 - May 7, 2013	-19.96% Nov 5, 2021 - Jun 18, 2024
#2	-41.78% Feb 12, 2020 - Dec 1, 2020	-16.90% Feb 14, 2020 - Jul 15, 2020
#3	-35.04% Jan 15, 2002 - Jun 17, 2005	-15.69% Jan 5, 2009 - Jul 23, 2009
#4	-26.99% May 29, 2001 - Jan 4, 2002	-10.27% Nov 24, 2008 - Dec 8, 2008
#5	-26.06% Nov 8, 2021 - Nov 20, 2023	-8.42% Nov 19, 2008 - Nov 24, 2008
#6	-22.29% May 19, 2015 - Dec 8, 2016	-8.06% Jan 26, 2018 - Mar 29, 2019
#7	-22.16% Sep 21, 2018 - Apr 23, 2019	-7.85% Apr 27, 2015 - Jun 8, 2016
#8	-14.90% Jan 22, 2025 - May 16, 2025	-7.34% Jul 22, 2011 - Jan 27, 2012
#9	-14.62% Feb 6, 2001 - May 22, 2001	-6.54% Feb 14, 2025 - May 13, 2025
#10	-14.56% Jul 13, 2007 - Oct 9, 2007	-5.81% Apr 15, 2010 - Sep 20, 2010
#11	-10.02% Mar 23, 2000 - Aug 31, 2000	-5.27% May 21, 2013 - Sep 18, 2013
#12	-9.52% Jan 19, 2000 - Mar 21, 2000	-5.11% Feb 25, 2026 - Apr 17, 2026
#13	-9.22% May 5, 2006 - Oct 25, 2006	-4.29% Jan 14, 2010 - Mar 16, 2010
#14	-9.20% Sep 3, 2014 - Nov 13, 2014	-4.27% Apr 2, 2012 - Aug 6, 2012
#15	-8.67% Feb 25, 2026 - Apr 14, 2026	-4.07% Dec 10, 2008 - Dec 30, 2008

Correlation

Correlation between GAM and AOM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2000 - 2026)

GAM vs AOM dividend yield comparison.

Year	GAM	AOM
2026	0.00%	0.63%
2025	11.32%	2.98%
2024	8.82%	3.10%
2023	6.17%	2.79%
2022	4.15%	2.27%
2021	1.38%	1.56%
2020	6.72%	2.02%
2019	6.49%	2.66%
2018	9.67%	2.53%
2017	9.56%	3.31%
2016	10.20%	2.14%
2015	3.60%	1.98%
2014	10.00%	2.08%
2013	5.97%	1.87%
2012	7.19%	2.11%
2011	2.01%	2.33%
2010	1.60%	1.72%
2009	1.49%	2.01%
2008	3.77%	0.58%
2007	16.57%	0.00%
2006	8.45%	0.00%
2005	6.14%	0.00%
2004	3.22%	0.00%
2003	1.82%	0.00%
2002	2.60%	0.00%
2001	18.64%	0.00%
2000	16.97%	0.00%