GAM vs DFAR

Comparison between General American Investors Co. Inc (GAM, ETF) and DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF).

GAM vs DFAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GAM(ETF)	DFAR(ETF)
Net Assets	$1.60B	$1.60B
Expense Ratio	N/A	0.19%
Max Drawdown	72.30%	34.66%
Sharpe Ratio	2.76	0.78
5Y Beta	0.70	0.49
P/E Ratio	N/A	33.68
Forward P/E	N/A	33.69
5Y Dividends CAGR	34.85%	N/A
5Y EPS CAGR	N/A	8.28%
Debt to Equity	N/A	-4.99%
P/S Ratio	N/A	7.38
P/B Ratio	N/A	2.54

Net Assets

GAM

$1.60B

DFAR

$1.60B

Expense Ratio

GAM

N/A

DFAR

0.19%

Max Drawdown

GAM

72.30%

Winner

DFAR

34.66%

Sharpe Ratio

Winner

GAM

2.76

DFAR

0.78

5Y Beta

GAM

0.70

Winner

DFAR

0.49

P/E Ratio

GAM

N/A

DFAR

33.68

Forward P/E

GAM

N/A

DFAR

33.69

5Y Dividends CAGR

GAM

34.85%

DFAR

N/A

5Y EPS CAGR

GAM

N/A

DFAR

8.28%

Debt to Equity

GAM

N/A

DFAR

-4.99%

P/S Ratio

GAM

N/A

DFAR

7.38

P/B Ratio

GAM

N/A

DFAR

2.54

GAM vs DFAR - Historical Returns

Returns include dividend reinvestment.

Period	GAM	DFAR
1 month	+5.79%	+5.70%
3 months	+4.68%	+7.82%
6 months	+14.24%	+11.99%
1 year	+38.75%	+14.57%
5 years(CAGR)	+15.46%	+3.46%
10 years(CAGR)	+15.87%	N/A
Max(CAGR)	+9.49%	+3.46%

Winner

GAM

+5.79%

DFAR

+5.70%

GAM

+4.68%

Winner

DFAR

+7.82%

Winner

GAM

+14.24%

DFAR

+11.99%

Winner

GAM

+38.75%

DFAR

+14.57%

5Y(CAGR)

Winner

GAM

+15.46%

DFAR

+3.46%

10Y(CAGR)

GAM

+15.87%

DFAR

N/A

Max(CAGR)

Winner

GAM

+9.49%

DFAR

+3.46%

GAM vs DFAR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	GAM	DFAR
2026	+9.62%	+13.46%
2025	+29.65%	+2.24%
2024	+30.52%	+4.24%
2023	+27.38%	+11.20%
2022	-15.26%	-14.29%
2021	+21.86%	N/A
2020	+5.56%	N/A
2019	+39.98%	N/A
2018	-10.01%	N/A
2017	+21.62%	N/A
2016	+11.46%	N/A
2015	-4.24%	N/A
2014	+10.87%	N/A
2013	+30.81%	N/A
2012	+18.00%	N/A
2011	-6.07%	N/A
2010	+14.92%	N/A
2009	+27.34%	N/A
2008	-47.19%	N/A
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 DFAR Drawdown Comparison

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

The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.

The current GAM drawdown is -1.13%. The current DFAR drawdown is -0.19%.

Rank	GAM	DFAR
#1	-66.58% Oct 16, 2007 - May 7, 2013	-32.25% Apr 20, 2022 - Apr 16, 2026
#2	-41.78% Feb 12, 2020 - Dec 1, 2020	-2.71% Apr 20, 2026 - May 6, 2026
#3	-35.04% Jan 15, 2002 - Jun 17, 2005	-2.33% Mar 4, 2022 - Mar 17, 2022
#4	-26.99% May 29, 2001 - Jan 4, 2002	-2.14% Apr 6, 2022 - Apr 20, 2022
#5	-26.06% Nov 8, 2021 - Nov 20, 2023	-2.01% Feb 25, 2022 - Mar 3, 2022
#6	-22.29% May 19, 2015 - Dec 8, 2016	-1.70% Mar 29, 2022 - Apr 1, 2022
#7	-22.16% Sep 21, 2018 - Apr 23, 2019	-1.49% Mar 18, 2022 - Mar 25, 2022
#8	-14.90% Jan 22, 2025 - May 16, 2025	-1.00% Apr 1, 2022 - Apr 6, 2022
#9	-14.62% Feb 6, 2001 - May 22, 2001	-0.54% May 6, 2026 - May 7, 2026
#10	-14.56% Jul 13, 2007 - Oct 9, 2007	N/A
#11	-10.02% Mar 23, 2000 - Aug 31, 2000	N/A
#12	-9.52% Jan 19, 2000 - Mar 21, 2000	N/A
#13	-9.22% May 5, 2006 - Oct 25, 2006	N/A
#14	-9.20% Sep 3, 2014 - Nov 13, 2014	N/A
#15	-8.67% Feb 25, 2026 - Apr 14, 2026	N/A

Correlation

Correlation between GAM and DFAR is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2000 - 2026)

GAM vs DFAR dividend yield comparison.

Year	GAM	DFAR
2026	0.00%	0.16%
2025	11.32%	2.97%
2024	8.82%	2.89%
2023	6.17%	3.06%
2022	4.15%	1.69%
2021	1.38%	0.00%
2020	6.72%	0.00%
2019	6.49%	0.00%
2018	9.67%	0.00%
2017	9.56%	0.00%
2016	10.20%	0.00%
2015	3.60%	0.00%
2014	10.00%	0.00%
2013	5.97%	0.00%
2012	7.19%	0.00%
2011	2.01%	0.00%
2010	1.60%	0.00%
2009	1.49%	0.00%
2008	3.77%	0.00%
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%