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MGRE vs GAIN

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

MGRE vs GAIN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

MGRE vs GAIN - Historical Returns

Returns include dividend reinvestment.

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

MGRE vs GAIN - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

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

MGRE vs GAIN Drawdown Comparison

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

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

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

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

Correlation

Correlation between MGRE and GAIN 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)

MGRE vs GAIN dividend yield comparison.

YearMGREGAIN
20263.69%3.45%
20256.94%10.74%
20245.33%12.53%
20230.00%17.24%
20220.00%9.88%
20210.00%6.06%
20200.00%9.22%
20190.00%7.06%
20180.00%9.24%
20170.00%7.94%
20160.00%8.87%
20150.00%9.68%
20140.00%11.71%
20130.00%8.44%
20120.00%9.05%
20110.00%7.63%
20100.00%6.27%
20090.00%13.16%
20080.00%19.55%
20070.00%9.33%
20060.00%5.49%
20050.00%1.32%

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