SAZ vs AIV
Comparison between Saratoga Investment Corp (SAZ, Company) and Apartment Investment & Management Co. - Class A (AIV, Company).
SAZ vs AIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
SAZ
$409M
AIV
$408M
Max Drawdown
Winner
SAZ
2.98%
AIV
92.32%
Sharpe Ratio
Winner
SAZ
1.87
AIV
-0.50
5Y Beta
Winner
SAZ
0.04
AIV
0.49
Industry
SAZ
N/A
AIV
Reit - Residential
P/E Ratio
SAZ
10.93
Winner
AIV
0.73
Forward P/E
SAZ
N/A
AIV
714.29
PEG Ratio
Winner
SAZ
0.37
AIV
839.32
Dividend Yield
SAZ
5.24%
AIV
N/A
5Y Dividends CAGR
SAZ
N/A
AIV
97.92%
Debt to Equity
SAZ
186.64%
Winner
AIV
126.38%
Free Cash Flow Yield
SAZ
-21.51%
Winner
AIV
-8.60%
P/S Ratio
SAZ
N/A
AIV
3.03
P/B Ratio
SAZ
N/A
AIV
1.72
SAZ vs AIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SAZ
+1.52%
AIV
-4.46%
3M
Winner
SAZ
+3.14%
AIV
-2.87%
6M
Winner
SAZ
+4.67%
AIV
-6.15%
1Y
Winner
SAZ
+9.86%
AIV
-10.07%
5Y(CAGR)
SAZ
N/A
AIV
+1.19%
10Y(CAGR)
SAZ
N/A
AIV
+5.93%
Max(CAGR)
Winner
SAZ
+9.34%
AIV
+7.35%
SAZ vs AIV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SAZ | AIV |
|---|---|---|
| 2026 | +4.72% | -7.90% |
| 2025 | +8.46% | -1.78% |
| 2024 | +8.65% | +16.09% |
| 2023 | +7.57% | +10.28% |
| 2022 | N/A | -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% |
SAZ vs AIV Drawdown Comparison
The maximum drawdown for SAZ was -1.70%, occurring on Oct 27, 2023. Recovery took 37 trading sessions.
The maximum drawdown for AIV was -87.24%, occurring on Mar 6, 2009. Recovery took 1868 trading sessions.
The current SAZ drawdown is -0.20%. The current AIV drawdown is -16.48%.
| Rank | SAZ | AIV |
|---|---|---|
| #1 | -1.70% Sep 19, 2023 - Nov 9, 2023 | -87.24% Feb 8, 2007 - Jul 11, 2014 |
| #2 | -1.57% Mar 21, 2025 - Apr 24, 2025 | -54.42% Feb 21, 2020 - May 24, 2021 |
| #3 | -1.28% May 15, 2023 - Jun 9, 2023 | -40.70% Aug 12, 2022 - Jan 15, 2025 |
| #4 | -1.21% Sep 11, 2025 - Nov 3, 2025 | -35.63% Apr 12, 2002 - Jun 14, 2005 |
| #5 | -1.20% Oct 1, 2024 - Nov 15, 2024 | -33.29% Nov 15, 2021 - Jul 29, 2022 |
| #6 | -1.11% Jun 26, 2023 - Jul 31, 2023 | -20.61% Jan 15, 2025 - Apr 8, 2025 |
| #7 | -0.89% Aug 1, 2024 - Aug 15, 2024 | -18.28% Aug 2, 2005 - Jan 27, 2006 |
| #8 | -0.86% May 7, 2024 - May 14, 2024 | -17.08% Sep 8, 2017 - Nov 7, 2018 |
| #9 | -0.84% Dec 3, 2024 - Jan 29, 2025 | -16.51% Dec 29, 2000 - Jun 26, 2001 |
| #10 | -0.83% Feb 18, 2026 - Mar 24, 2026 | -16.25% Jun 14, 2021 - Oct 28, 2021 |
| #11 | -0.79% Mar 3, 2025 - Mar 20, 2025 | -15.69% Aug 23, 2001 - Mar 14, 2002 |
| #12 | -0.71% Aug 4, 2023 - Aug 14, 2023 | -15.52% Sep 26, 2016 - Sep 8, 2017 |
| #13 | -0.66% May 16, 2025 - Jun 5, 2025 | -14.07% Mar 20, 2015 - Dec 29, 2015 |
| #14 | -0.66% May 5, 2026 - May 19, 2026 | -12.81% Jan 5, 2016 - Mar 17, 2016 |
| #15 | -0.65% Apr 8, 2024 - May 3, 2024 | -11.78% Mar 29, 2006 - Jul 25, 2006 |
Correlation
Correlation between SAZ and AIV is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.47
-101
Dividend Comparison (1999 - 2026)
SAZ vs AIV dividend yield comparison.
| Year | SAZ | AIV |
|---|---|---|
| 2026 | 4.17% | 95.82% |
| 2025 | 8.38% | 47.64% |
| 2024 | 8.32% | 0.00% |
| 2023 | 5.25% | 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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