MGRB vs MSIF

Comparison between Affiliated Managers Group Inc (MGRB, Company) and MSC Income Fund Inc (MSIF, Company).

MGRB vs MSIF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MGRB(COMPANY)	MSIF(COMPANY)
Market Cap	$500M	$499M
Max Drawdown	40.44%	39.15%
Sharpe Ratio	0.06	-1.23
5Y Beta	0.20	0.66
Industry	N/A	Asset Management
P/E Ratio	0.70	5.97
Forward P/E	N/A	7.78
PEG Ratio	0.02	0.12
Dividend Yield	6.99%	12.60%
5Y Dividends CAGR	5.38%	N/A
5Y EPS CAGR	147.87%	N/A
Debt to Equity	83.11%	90.21%
Free Cash Flow Yield	N/A	-24.37%
P/S Ratio	N/A	3.57
P/B Ratio	N/A	0.70

Market Cap

Winner

MGRB

$500M

MSIF

$499M

Max Drawdown

MGRB

40.44%

Winner

MSIF

39.15%

Sharpe Ratio

Winner

MGRB

0.06

MSIF

-1.23

5Y Beta

Winner

MGRB

0.20

MSIF

0.66

Industry

MGRB

N/A

MSIF

Asset Management

P/E Ratio

Winner

MGRB

0.70

MSIF

5.97

Forward P/E

MGRB

N/A

MSIF

7.78

PEG Ratio

Winner

MGRB

0.02

MSIF

0.12

Dividend Yield

MGRB

6.99%

Winner

MSIF

12.60%

5Y Dividends CAGR

MGRB

5.38%

MSIF

N/A

5Y EPS CAGR

MGRB

147.87%

MSIF

N/A

Debt to Equity

Winner

MGRB

83.11%

MSIF

90.21%

Free Cash Flow Yield

MGRB

N/A

MSIF

-24.37%

P/S Ratio

MGRB

N/A

MSIF

3.57

P/B Ratio

MGRB

N/A

MSIF

0.70

MGRB vs MSIF - Historical Returns

Returns include dividend reinvestment.

Period	MGRB	MSIF
1 month	+3.70%	-3.03%
3 months	+2.03%	-10.28%
6 months	-0.84%	-13.79%
1 year	+3.90%	-27.91%
5 years(CAGR)	-2.79%	N/A
Max(CAGR)	-1.20%	-14.57%

Winner

MGRB

+3.70%

MSIF

-3.03%

Winner

MGRB

+2.03%

MSIF

-10.28%

Winner

MGRB

-0.84%

MSIF

-13.79%

Winner

MGRB

+3.90%

MSIF

-27.91%

5Y(CAGR)

MGRB

-2.79%

MSIF

N/A

Max(CAGR)

Winner

MGRB

-1.20%

MSIF

-14.57%

MGRB vs MSIF - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	MGRB	MSIF
2026	+1.42%	-15.52%
2025	-3.22%	-8.45%
2024	+2.80%	N/A
2023	+18.73%	N/A
2022	-31.78%	N/A
2021	+5.02%	N/A
2020	+4.22%	N/A

MGRB vs MSIF Drawdown Comparison

The maximum drawdown for MGRB was -33.90%, occurring on Nov 3, 2022. This drawdown has not yet recovered.

The maximum drawdown for MSIF was -31.78%, occurring on Jul 23, 2026. This drawdown has not yet recovered.

The current MGRB drawdown is -14.39%. The current MSIF drawdown is -31.78%.

Rank	MGRB	MSIF
#1	-33.90% Dec 31, 2021 - Nov 3, 2022	-31.78% Jun 9, 2025 - Jul 23, 2026
#2	-6.77% Dec 16, 2020 - Jun 15, 2021	-18.89% Feb 19, 2025 - Jun 9, 2025
#3	-4.95% Aug 5, 2021 - Dec 30, 2021	-0.65% Feb 10, 2025 - Feb 12, 2025
#4	-2.23% Oct 16, 2020 - Dec 8, 2020	-0.59% Feb 4, 2025 - Feb 10, 2025
#5	-1.16% Jul 12, 2021 - Aug 5, 2021	N/A
#6	-1.09% Jun 15, 2021 - Jul 1, 2021	N/A
#7	-0.52% Dec 8, 2020 - Dec 16, 2020	N/A
#8	-0.51% Sep 30, 2020 - Oct 8, 2020	N/A
#9	-0.45% Jul 7, 2021 - Jul 9, 2021	N/A
#10	-0.38% Oct 12, 2020 - Oct 15, 2020	N/A

Correlation

Correlation between MGRB and MSIF is -0.32 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.32

-101