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GAIN vs MGRE

Comparison between Gladstone Investment Corporation (GAIN, Company) and Affiliated Managers Group Inc (MGRE, Company).

GAIN vs MGRE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
GAIN
$642M
Winner
MGRE
$643M
Max Drawdown
GAIN
85.09%
Winner
MGRE
15.41%
Sharpe Ratio
Winner
GAIN
0.94
MGRE
-0.31
5Y Beta
GAIN
0.64
Winner
MGRE
0.21
Industry
GAIN
Asset Management
MGRE
N/A
P/E Ratio
GAIN
3.46
Winner
MGRE
1.41
Forward P/E
GAIN
17.15
MGRE
N/A
PEG Ratio
GAIN
0.02
MGRE
N/A
Dividend Yield
Winner
GAIN
5.83%
MGRE
5.22%
5Y Dividends CAGR
GAIN
1.30%
MGRE
N/A
5Y EPS CAGR
GAIN
N/A
MGRE
129.36%
Debt to Equity
Winner
GAIN
84.47%
MGRE
94.46%
Free Cash Flow Yield
GAIN
-15.82%
MGRE
N/A
P/S Ratio
GAIN
3.59
MGRE
N/A
P/B Ratio
GAIN
0.98
MGRE
N/A

GAIN vs MGRE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GAIN
+5.44%
MGRE
-0.39%
3M
Winner
GAIN
-0.84%
MGRE
-2.87%
6M
Winner
GAIN
+21.04%
MGRE
-2.43%
1Y
Winner
GAIN
+24.04%
MGRE
+0.71%
5Y(CAGR)
GAIN
+14.55%
MGRE
N/A
10Y(CAGR)
GAIN
+18.91%
MGRE
N/A
Max(CAGR)
Winner
GAIN
+10.27%
MGRE
+1.94%

GAIN vs MGRE - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearGAINMGRE
2026+20.78%-2.63%
2025+17.32%+4.74%
2024+4.74%+1.37%
2023+30.53%N/A
2022-16.93%N/A
2021+81.78%N/A
2020-16.26%N/A
2019+51.95%N/A
2018-10.53%N/A
2017+42.28%N/A
2016+17.47%N/A
2015+18.90%N/A
2014-2.98%N/A
2013+23.65%N/A
2012+3.42%N/A
2011+0.17%N/A
2010+71.12%N/A
2009+1.76%N/A
2008-43.12%N/A
2007-32.61%N/A
2006+16.50%N/A
2005-8.51%N/A

GAIN vs MGRE Drawdown Comparison

The maximum drawdown for GAIN was -80.81%, occurring on Mar 9, 2009. Recovery took 1767 trading sessions.

The maximum drawdown for MGRE was -10.34%, occurring on Apr 11, 2025. Recovery took 222 trading sessions.

The current GAIN drawdown is -3.20%. The current MGRE drawdown is -4.29%.

RankGAINMGRE
#1-80.81%
Jan 12, 2007 - Jan 21, 2014
-10.34%
Sep 23, 2024 - Aug 13, 2025
#2-56.30%
Dec 17, 2019 - Apr 15, 2021
-7.87%
Feb 19, 2026 - Mar 30, 2026
#3-26.24%
Apr 19, 2022 - Nov 2, 2023
-4.68%
Sep 17, 2025 - Feb 12, 2026
#4-25.47%
Aug 20, 2018 - Feb 8, 2019
-3.72%
Jul 12, 2024 - Sep 5, 2024
#5-18.12%
Dec 29, 2015 - Jul 18, 2016
-1.51%
Aug 19, 2025 - Sep 5, 2025
#6-17.88%
Dec 18, 2017 - Apr 30, 2018
-1.40%
May 6, 2024 - Jun 4, 2024
#7-17.56%
Aug 30, 2016 - Feb 1, 2017
-1.37%
Mar 27, 2024 - Apr 30, 2024
#8-16.07%
Jul 20, 2015 - Dec 23, 2015
-1.11%
Sep 5, 2025 - Sep 12, 2025
#9-15.64%
Jul 21, 2005 - Dec 19, 2006
-0.85%
Sep 13, 2024 - Sep 19, 2024
#10-14.76%
Feb 14, 2025 - Apr 17, 2025
-0.77%
Jun 12, 2024 - Jun 27, 2024
#11-14.21%
Apr 3, 2014 - Feb 6, 2015
-0.59%
Jun 27, 2024 - Jul 3, 2024
#12-14.11%
Dec 31, 2021 - Apr 19, 2022
-0.52%
Aug 13, 2025 - Aug 18, 2025
#13-12.75%
May 5, 2026 - Jul 16, 2026
-0.27%
Jul 8, 2024 - Jul 11, 2024
#14-12.68%
Jan 8, 2024 - Sep 27, 2024
-0.27%
Jun 4, 2024 - Jun 6, 2024
#15-11.90%
Apr 16, 2019 - Sep 11, 2019
-0.16%
Feb 12, 2026 - Feb 17, 2026

Correlation

Correlation between GAIN and MGRE is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54
-101

Dividend Comparison (2005 - 2026)

GAIN vs MGRE dividend yield comparison.

YearGAINMGRE
20263.45%3.69%
202510.74%6.94%
202412.53%5.33%
202317.24%0.00%
20229.88%0.00%
20216.06%0.00%
20209.22%0.00%
20197.06%0.00%
20189.24%0.00%
20177.94%0.00%
20168.87%0.00%
20159.68%0.00%
201411.71%0.00%
20138.44%0.00%
20129.05%0.00%
20117.63%0.00%
20106.27%0.00%
200913.16%0.00%
200819.55%0.00%
20079.33%0.00%
20065.49%0.00%
20051.32%0.00%

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