WDI vs GCMG

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

Both WDI and GCMG are from the Financial Services sector.

5-Year PerformanceGCMG has outperformed WDI, delivering a return of +6.8% compared to +2.7%

WDI vs GCMG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WDI(COMPANY)	GCMG(COMPANY)
Market Cap	$685M	$685M
Max Drawdown	39.79%	54.16%
Sharpe Ratio	-0.20	-0.11
5Y Beta	0.39	0.65
Industry	Asset Management	Asset Management
P/E Ratio	9.57	18.79
Forward P/E	N/A	12.90
PEG Ratio	6.05	0.34
Dividend Yield	N/A	4.33%
5Y Dividends CAGR	N/A	32.88%
Debt to Equity	48.06%	1423.71%
Free Cash Flow Yield	13.47%	27.84%
P/S Ratio	9.45	1.23
P/B Ratio	0.90	26.60

Market Cap

WDI

$685M

Winner

GCMG

$685M

Max Drawdown

Winner

WDI

39.79%

GCMG

54.16%

Sharpe Ratio

WDI

-0.20

Winner

GCMG

-0.11

5Y Beta

Winner

WDI

0.39

GCMG

0.65

Industry

WDI

Asset Management

GCMG

Asset Management

P/E Ratio

Winner

WDI

9.57

GCMG

18.79

Forward P/E

WDI

N/A

GCMG

12.90

PEG Ratio

WDI

6.05

Winner

GCMG

0.34

Dividend Yield

WDI

N/A

GCMG

4.33%

5Y Dividends CAGR

WDI

N/A

GCMG

32.88%

Debt to Equity

Winner

WDI

48.06%

GCMG

1423.71%

Free Cash Flow Yield

WDI

13.47%

Winner

GCMG

27.84%

P/S Ratio

WDI

9.45

Winner

GCMG

1.23

P/B Ratio

Winner

WDI

0.90

GCMG

26.60

WDI vs GCMG - Historical Returns

Returns include dividend reinvestment.

Period	WDI	GCMG
1 month	-1.79%	+2.57%
3 months	+2.12%	+10.25%
6 months	-0.94%	-0.73%
1 year	+0.90%	-3.40%
5 years(CAGR)	+2.73%	+6.79%
Max(CAGR)	+2.73%	+5.04%

WDI

-1.79%

Winner

GCMG

+2.57%

WDI

+2.12%

Winner

GCMG

+10.25%

WDI

-0.94%

Winner

GCMG

-0.73%

Winner

WDI

+0.90%

GCMG

-3.40%

5Y(CAGR)

WDI

+2.73%

Winner

GCMG

+6.79%

Max(CAGR)

WDI

+2.73%

Winner

GCMG

+5.04%

WDI vs GCMG - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	WDI	GCMG
2026	+1.08%	+2.61%
2025	+9.24%	-6.02%
2024	+12.76%	+48.61%
2023	+23.55%	+23.82%
2022	-24.12%	-24.16%
2021	-5.66%	-11.98%
2020	N/A	+22.20%

WDI vs GCMG Drawdown Comparison

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

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

The current WDI drawdown is -4.72%. The current GCMG drawdown is -16.57%.

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