SAJ vs AIV
Comparison between Saratoga Investment Corp (SAJ, Company) and Apartment Investment & Management Co. - Class A (AIV, Company).
SAJ vs AIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
SAJ
$412M
AIV
$412M
Max Drawdown
Winner
SAJ
5.63%
AIV
92.32%
Sharpe Ratio
Winner
SAJ
0.61
AIV
-0.60
5Y Beta
Winner
SAJ
0.01
AIV
0.48
Industry
SAJ
N/A
AIV
Reit - Residential
P/E Ratio
SAJ
11.01
Winner
AIV
0.74
Forward P/E
SAJ
N/A
AIV
714.29
PEG Ratio
SAJ
0.37
AIV
N/A
5Y Dividends CAGR
SAJ
N/A
AIV
97.91%
Debt to Equity
SAJ
186.64%
Winner
AIV
126.38%
Free Cash Flow Yield
SAJ
-21.36%
Winner
AIV
-8.52%
SAJ vs AIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SAJ
+0.26%
AIV
-2.04%
3M
SAJ
+2.83%
Winner
AIV
+3.06%
6M
Winner
SAJ
+4.41%
AIV
-7.40%
1Y
Winner
SAJ
+8.62%
AIV
-9.83%
5Y(CAGR)
SAJ
N/A
AIV
+2.18%
10Y(CAGR)
SAJ
N/A
AIV
+5.89%
Max(CAGR)
Winner
SAJ
+8.87%
AIV
+7.41%
SAJ vs AIV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SAJ | AIV |
|---|---|---|
| 2026 | +3.47% | -6.46% |
| 2025 | +8.84% | -1.78% |
| 2024 | +8.33% | +16.09% |
| 2023 | +9.32% | +10.28% |
| 2022 | +0.83% | -8.05% |
| 2021 | N/A | +52.57% |
| 2020 | N/A | -16.78% |
| 2019 | N/A | +25.70% |
| 2018 | N/A | +4.75% |
| 2017 | N/A | +0.46% |
| 2016 | N/A | +18.41% |
| 2015 | N/A | +8.97% |
| 2014 | N/A | +49.31% |
| 2013 | N/A | -2.17% |
| 2012 | N/A | +20.11% |
| 2011 | N/A | -11.13% |
| 2010 | N/A | +64.18% |
| 2009 | N/A | +41.72% |
| 2008 | N/A | -49.43% |
| 2007 | N/A | -30.49% |
| 2006 | N/A | +51.77% |
| 2005 | N/A | +6.62% |
| 2004 | N/A | +20.45% |
| 2003 | N/A | -0.09% |
| 2002 | N/A | -10.79% |
| 2001 | N/A | -1.05% |
| 2000 | N/A | +40.36% |
| 1999 | N/A | +6.10% |
SAJ vs AIV Drawdown Comparison
The maximum drawdown for SAJ was -4.81%, occurring on Mar 17, 2023. Recovery took 59 trading sessions.
The maximum drawdown for AIV was -87.24%, occurring on Mar 6, 2009. Recovery took 1868 trading sessions.
The current SAJ drawdown is -1.70%. The current AIV drawdown is -15.17%.
| Rank | SAJ | AIV |
|---|---|---|
| #1 | -4.81% Mar 2, 2023 - May 25, 2023 | -87.24% Feb 8, 2007 - Jul 11, 2014 |
| #2 | -3.14% Aug 9, 2023 - Nov 9, 2023 | -54.42% Feb 21, 2020 - May 24, 2021 |
| #3 | -2.62% Nov 11, 2022 - Feb 14, 2023 | -40.70% Aug 12, 2022 - Jan 15, 2025 |
| #4 | -2.33% Aug 5, 2025 - Dec 1, 2025 | -35.63% Apr 12, 2002 - Jun 14, 2005 |
| #5 | -2.13% Jun 3, 2025 - Jul 18, 2025 | -33.29% Nov 15, 2021 - Jul 29, 2022 |
| #6 | -2.00% Feb 9, 2026 - Apr 6, 2026 | -20.61% Jan 15, 2025 - Apr 8, 2025 |
| #7 | -1.97% Apr 13, 2026 - May 12, 2026 | -18.28% Aug 2, 2005 - Jan 27, 2006 |
| #8 | -1.76% Jun 2, 2026 - Jun 12, 2026 | -17.08% Sep 8, 2017 - Nov 7, 2018 |
| #9 | -1.70% Jun 12, 2026 - Jun 24, 2026 | -16.51% Dec 29, 2000 - Jun 26, 2001 |
| #10 | -1.68% May 25, 2023 - Jun 14, 2023 | -16.25% Jun 14, 2021 - Oct 28, 2021 |
| #11 | -1.67% Nov 13, 2023 - Nov 16, 2023 | -15.69% Aug 23, 2001 - Mar 14, 2002 |
| #12 | -1.61% Mar 3, 2025 - Mar 21, 2025 | -15.52% Sep 26, 2016 - Sep 8, 2017 |
| #13 | -1.60% Feb 16, 2024 - May 2, 2024 | -14.07% Mar 20, 2015 - Dec 29, 2015 |
| #14 | -1.57% Mar 21, 2025 - May 1, 2025 | -12.81% Jan 5, 2016 - Mar 17, 2016 |
| #15 | -1.39% May 6, 2025 - May 15, 2025 | -11.78% Mar 29, 2006 - Jul 25, 2006 |
Correlation
Correlation between SAJ and AIV is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Dividend Comparison (1999 - 2026)
SAJ vs AIV dividend yield comparison.
| Year | SAJ | AIV |
|---|---|---|
| 2026 | 3.93% | 94.34% |
| 2025 | 7.86% | 47.64% |
| 2024 | 7.88% | 0.00% |
| 2023 | 8.72% | 0.00% |
| 2022 | 0.00% | 0.28% |
| 2020 | 0.00% | 5.18% |
| 2019 | 0.00% | 6.00% |
| 2018 | 0.00% | 3.46% |
| 2017 | 0.00% | 3.30% |
| 2016 | 0.00% | 2.91% |
| 2015 | 0.00% | 2.95% |
| 2014 | 0.00% | 3.55% |
| 2013 | 0.00% | 3.71% |
| 2012 | 0.00% | 2.81% |
| 2011 | 0.00% | 2.10% |
| 2010 | 0.00% | 1.16% |
| 2009 | 0.00% | 2.50% |
| 2008 | 0.00% | 64.76% |
| 2007 | 0.00% | 12.41% |
| 2006 | 0.00% | 4.29% |
| 2005 | 0.00% | 7.92% |
| 2004 | 0.00% | 6.23% |
| 2003 | 0.00% | 8.87% |
| 2002 | 0.00% | 8.75% |
| 2001 | 0.00% | 6.82% |
| 2000 | 0.00% | 5.60% |
| 1999 | 0.00% | 1.57% |
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