GCMG vs WDI

Comparison between GCM Grosvenor Inc - Class A (GCMG, Company) and Western Asset Diversified Income Fund (WDI, Company).

Both GCMG and WDI are from the Financial Services sector.

5-Year PerformanceGCMG has outperformed WDI, delivering a return of +6.5% compared to +3.0%

GCMG vs WDI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GCMG(COMPANY)	WDI(COMPANY)
Market Cap	$685M	$685M
Max Drawdown	54.16%	39.79%
Sharpe Ratio	-0.07	-0.24
5Y Beta	0.65	0.39
Industry	Asset Management	Asset Management
P/E Ratio	18.79	9.57
Forward P/E	13.04	N/A
PEG Ratio	0.34	6.05
Dividend Yield	4.14%	N/A
5Y Dividends CAGR	32.88%	N/A
Debt to Equity	1423.71%	48.06%
Free Cash Flow Yield	27.84%	13.47%
P/S Ratio	1.23	9.45
P/B Ratio	26.60	0.90

Market Cap

Winner

GCMG

$685M

WDI

$685M

Max Drawdown

GCMG

54.16%

Winner

WDI

39.79%

Sharpe Ratio

Winner

GCMG

-0.07

WDI

-0.24

5Y Beta

GCMG

0.65

Winner

WDI

0.39

Industry

GCMG

Asset Management

WDI

Asset Management

P/E Ratio

GCMG

18.79

Winner

WDI

9.57

Forward P/E

GCMG

13.04

WDI

N/A

PEG Ratio

Winner

GCMG

0.34

WDI

6.05

Dividend Yield

GCMG

4.14%

WDI

N/A

5Y Dividends CAGR

GCMG

32.88%

WDI

N/A

Debt to Equity

GCMG

1423.71%

Winner

WDI

48.06%

Free Cash Flow Yield

Winner

GCMG

27.84%

WDI

13.47%

P/S Ratio

Winner

GCMG

1.23

WDI

9.45

P/B Ratio

GCMG

26.60

Winner

WDI

0.90

GCMG vs WDI - Historical Returns

Returns include dividend reinvestment.

Period	GCMG	WDI
1 month	+8.34%	+1.40%
3 months	+12.24%	+2.74%
6 months	-0.20%	+0.99%
1 year	+0.56%	+2.29%
5 years(CAGR)	+6.55%	+3.05%
Max(CAGR)	+5.13%	+3.05%

Winner

GCMG

+8.34%

WDI

+1.40%

Winner

GCMG

+12.24%

WDI

+2.74%

GCMG

-0.20%

Winner

WDI

+0.99%

GCMG

+0.56%

Winner

WDI

+2.29%

5Y(CAGR)

Winner

GCMG

+6.55%

WDI

+3.05%

Max(CAGR)

Winner

GCMG

+5.13%

WDI

+3.05%

GCMG vs WDI - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	GCMG	WDI
2026	+3.15%	+2.68%
2025	-6.02%	+9.24%
2024	+48.61%	+12.76%
2023	+23.82%	+23.55%
2022	-24.16%	-24.12%
2021	-11.98%	-5.66%
2020	+22.20%	N/A

GCMG vs WDI Drawdown Comparison

The maximum drawdown for GCMG was -51.79%, occurring on Jun 16, 2022. Recovery took 982 trading sessions.

The maximum drawdown for WDI was -32.46%, occurring on Oct 20, 2022. Recovery took 734 trading sessions.

The current GCMG drawdown is -16.13%. The current WDI drawdown is -3.21%.

Rank	GCMG	WDI
#1	-51.79% Dec 10, 2020 - Nov 6, 2024	-32.46% Aug 6, 2021 - Jul 10, 2024
#2	-31.30% Feb 19, 2025 - Mar 27, 2026	-14.15% Feb 25, 2025 - May 30, 2025
#3	-12.84% Nov 18, 2020 - Dec 7, 2020	-8.46% Sep 12, 2025 - May 1, 2026
#4	-6.29% Nov 6, 2024 - Nov 20, 2024	-6.72% Sep 30, 2024 - Feb 5, 2025
#5	-5.86% Dec 3, 2024 - Jan 2, 2025	-5.36% May 1, 2026 - Jun 8, 2026
#6	-2.49% Feb 10, 2025 - Feb 18, 2025	-2.83% Aug 1, 2024 - Aug 14, 2024
#7	-1.53% Nov 20, 2024 - Nov 26, 2024	-1.53% Jul 15, 2024 - Jul 23, 2024
#8	-1.41% Jan 3, 2025 - Jan 8, 2025	-1.43% Aug 16, 2024 - Sep 5, 2024
#9	-1.03% Jan 29, 2025 - Feb 5, 2025	-1.27% Jul 23, 2024 - Jul 26, 2024
#10	-1.02% Feb 6, 2025 - Feb 10, 2025	-1.22% Jun 16, 2025 - Jun 27, 2025
#11	-0.78% Jan 8, 2025 - Jan 15, 2025	-0.97% Sep 5, 2024 - Sep 11, 2024
#12	-0.52% Jan 22, 2025 - Jan 28, 2025	-0.83% Sep 25, 2024 - Sep 30, 2024
#13	-0.48% Nov 26, 2024 - Dec 3, 2024	-0.74% Jul 2, 2025 - Jul 14, 2025
#14	N/A	-0.73% Aug 13, 2025 - Aug 19, 2025
#15	N/A	-0.70% Jun 29, 2021 - Jul 30, 2021