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GAM vs SPGM

Comparison between General American Investors Co. Inc (GAM, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).

5-Year PerformanceGAM has outperformed SPGM, delivering a return of +15.5% compared to +11.3%

GAM vs SPGM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GAM
$1.70B
Winner
SPGM
$1.80B
Expense Ratio
GAM
N/A
SPGM
0.09%
Max Drawdown
GAM
72.30%
Winner
SPGM
33.97%
Sharpe Ratio
Winner
GAM
1.75
SPGM
1.39
5Y Beta
Winner
GAM
0.70
SPGM
0.91
P/E Ratio
GAM
N/A
SPGM
27.95
Forward P/E
GAM
N/A
SPGM
19.84
5Y Dividends CAGR
Winner
GAM
34.85%
SPGM
13.19%
5Y EPS CAGR
GAM
N/A
SPGM
23.20%
P/S Ratio
GAM
N/A
SPGM
0.24
P/B Ratio
GAM
N/A
SPGM
4.83

GAM vs SPGM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GAM
+1.78%
SPGM
-0.68%
3M
GAM
+0.40%
Winner
SPGM
+5.56%
6M
GAM
+6.89%
Winner
SPGM
+9.71%
1Y
Winner
GAM
+25.37%
SPGM
+24.23%
5Y(CAGR)
Winner
GAM
+15.48%
SPGM
+11.33%
10Y(CAGR)
Winner
GAM
+15.33%
SPGM
+12.54%
Max(CAGR)
GAM
+9.42%
Winner
SPGM
+11.28%

GAM vs SPGM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGAMSPGM
2026+9.76%+11.24%
2025+29.65%+23.70%
2024+30.52%+17.65%
2023+27.38%+21.33%
2022-15.26%-17.95%
2021+21.86%+20.77%
2020+5.56%+14.24%
2019+39.98%+26.23%
2018-10.01%-10.47%
2017+21.62%+22.11%
2016+11.46%+10.39%
2015-4.24%-2.10%
2014+10.87%+11.58%
2013+30.81%+20.65%
2012+18.00%+1.33%
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 SPGM Drawdown Comparison

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

The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.

The current GAM drawdown is -1.01%. The current SPGM drawdown is -1.53%.

RankGAMSPGM
#1-66.58%
Oct 16, 2007 - May 7, 2013
-33.97%
Feb 12, 2020 - Aug 24, 2020
#2-41.78%
Feb 12, 2020 - Dec 1, 2020
-25.92%
Jan 4, 2022 - Jan 25, 2024
#3-35.04%
Jan 15, 2002 - Jun 17, 2005
-21.99%
Jun 18, 2015 - Jan 24, 2017
#4-26.99%
May 29, 2001 - Jan 4, 2002
-19.40%
Jan 26, 2018 - Oct 24, 2019
#5-26.06%
Nov 8, 2021 - Nov 20, 2023
-16.90%
Feb 18, 2025 - Jun 2, 2025
#6-22.29%
May 19, 2015 - Dec 8, 2016
-13.83%
Jul 10, 2014 - Dec 3, 2014
#7-22.16%
Sep 21, 2018 - Apr 23, 2019
-11.87%
Mar 19, 2012 - Sep 13, 2012
#8-14.90%
Jan 22, 2025 - May 16, 2025
-9.50%
Feb 25, 2026 - Apr 15, 2026
#9-14.62%
Feb 6, 2001 - May 22, 2001
-8.97%
Dec 16, 2013 - May 27, 2014
#10-14.56%
Jul 13, 2007 - Oct 9, 2007
-8.55%
Jul 16, 2024 - Aug 30, 2024
#11-10.02%
Mar 23, 2000 - Aug 31, 2000
-8.37%
May 21, 2013 - Aug 8, 2013
#12-9.52%
Jan 19, 2000 - Mar 21, 2000
-7.49%
Sep 2, 2020 - Nov 9, 2020
#13-9.22%
May 5, 2006 - Oct 25, 2006
-6.08%
Sep 17, 2012 - Dec 18, 2012
#14-9.20%
Sep 3, 2014 - Nov 13, 2014
-5.52%
Sep 3, 2021 - Oct 25, 2021
#15-8.67%
Feb 25, 2026 - Apr 14, 2026
-5.28%
Nov 8, 2021 - Jan 4, 2022

Correlation

Correlation between GAM and SPGM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2000 - 2026)

GAM vs SPGM dividend yield comparison.

YearGAMSPGM
20260.00%0.78%
202511.32%1.89%
20248.82%1.98%
20236.17%2.09%
20224.15%2.37%
20211.38%1.94%
20206.72%1.45%
20196.49%2.46%
20189.67%1.89%
20179.56%2.29%
201610.20%1.87%
20153.60%3.70%
201410.00%2.18%
20135.97%1.75%
20127.19%2.26%
20112.01%0.00%
20101.60%0.00%
20091.49%0.00%
20083.77%0.00%
200716.57%0.00%
20068.45%0.00%
20056.14%0.00%
20043.22%0.00%
20031.82%0.00%
20022.60%0.00%
200118.64%0.00%
200016.97%0.00%

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