MSIF vs MGRB

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

MSIF vs MGRB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MSIF(COMPANY)	MGRB(COMPANY)
Market Cap	$499M	$500M
Max Drawdown	39.32%	40.44%
Sharpe Ratio	-1.23	0.06
5Y Beta	0.66	0.20
Industry	Asset Management	N/A
P/E Ratio	5.97	0.70
Forward P/E	7.78	N/A
PEG Ratio	0.12	0.02
Dividend Yield	12.60%	6.99%
5Y Dividends CAGR	N/A	5.38%
5Y EPS CAGR	N/A	147.87%
Debt to Equity	90.21%	83.11%
Free Cash Flow Yield	-24.37%	N/A
P/S Ratio	3.57	N/A
P/B Ratio	0.70	N/A

Market Cap

MSIF

$499M

Winner

MGRB

$500M

Max Drawdown

Winner

MSIF

39.32%

MGRB

40.44%

Sharpe Ratio

MSIF

-1.23

Winner

MGRB

0.06

5Y Beta

MSIF

0.66

Winner

MGRB

0.20

Industry

MSIF

Asset Management

MGRB

N/A

P/E Ratio

MSIF

5.97

Winner

MGRB

0.70

Forward P/E

MSIF

7.78

MGRB

N/A

PEG Ratio

MSIF

0.12

Winner

MGRB

0.02

Dividend Yield

Winner

MSIF

12.60%

MGRB

6.99%

5Y Dividends CAGR

MSIF

N/A

MGRB

5.38%

5Y EPS CAGR

MSIF

N/A

MGRB

147.87%

Debt to Equity

MSIF

90.21%

Winner

MGRB

83.11%

Free Cash Flow Yield

MSIF

-24.37%

MGRB

N/A

P/S Ratio

MSIF

3.57

MGRB

N/A

P/B Ratio

MSIF

0.70

MGRB

N/A

MSIF vs MGRB - Historical Returns

Returns include dividend reinvestment.

Period	MSIF	MGRB
1 month	-1.83%	+4.20%
3 months	-10.82%	+2.52%
6 months	-14.03%	-0.72%
1 year	-27.81%	+4.26%
5 years(CAGR)	N/A	-2.77%
Max(CAGR)	-14.71%	-1.18%

MSIF

-1.83%

Winner

MGRB

+4.20%

MSIF

-10.82%

Winner

MGRB

+2.52%

MSIF

-14.03%

Winner

MGRB

-0.72%

MSIF

-27.81%

Winner

MGRB

+4.26%

5Y(CAGR)

MSIF

N/A

MGRB

-2.77%

Max(CAGR)

MSIF

-14.71%

Winner

MGRB

-1.18%

MSIF vs MGRB - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	MSIF	MGRB
2026	-15.75%	+1.54%
2025	-8.45%	-3.22%
2024	N/A	+2.80%
2023	N/A	+18.73%
2022	N/A	-31.78%
2021	N/A	+5.02%
2020	N/A	+4.22%

MSIF vs MGRB Drawdown Comparison

The maximum drawdown for MSIF was -31.97%, occurring on Jul 24, 2026. This drawdown has not yet recovered.

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

The current MSIF drawdown is -31.97%. The current MGRB drawdown is -14.29%.

Rank	MSIF	MGRB
#1	-31.97% Jun 9, 2025 - Jul 24, 2026	-33.90% Dec 31, 2021 - Nov 3, 2022
#2	-18.89% Feb 19, 2025 - Jun 9, 2025	-6.77% Dec 16, 2020 - Jun 15, 2021
#3	-0.65% Feb 10, 2025 - Feb 12, 2025	-4.95% Aug 5, 2021 - Dec 30, 2021
#4	-0.59% Feb 4, 2025 - Feb 10, 2025	-2.23% Oct 16, 2020 - Dec 8, 2020
#5	N/A	-1.16% Jul 12, 2021 - Aug 5, 2021
#6	N/A	-1.09% Jun 15, 2021 - Jul 1, 2021
#7	N/A	-0.52% Dec 8, 2020 - Dec 16, 2020
#8	N/A	-0.51% Sep 30, 2020 - Oct 8, 2020
#9	N/A	-0.45% Jul 7, 2021 - Jul 9, 2021
#10	N/A	-0.38% Oct 12, 2020 - Oct 15, 2020

Correlation

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

-0.32

-101