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Western Asset Investment Grade Income Fund (PAI) Competitors

Western Asset Investment Grade Income Fund logo
$11.96 +0.01 (+0.08%)
As of 08/21/2026 02:39 PM Eastern

PAI vs. APXT, GLAD, EVN, MBAV, and CCAP

Should you buy Western Asset Investment Grade Income Fund stock or one of its competitors? Western Asset Investment Grade Income Fund's main competitors and comparable companies include Apex Technology Acquisition (APXT), Gladstone Capital (GLAD), Eaton Vance Municipal Income Trust (EVN), M3-Brigade Acquisition V (MBAV), and Crescent Capital BDC (CCAP). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Western Asset Investment Grade Income Fund compare to Apex Technology Acquisition?

Western Asset Investment Grade Income Fund (NYSE:PAI) and Apex Technology Acquisition (NASDAQ:APXT) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their valuation, profitability, institutional ownership, media sentiment, earnings, risk, dividends and analyst recommendations.

19.0% of Western Asset Investment Grade Income Fund shares are held by institutional investors. Comparatively, 6.0% of Apex Technology Acquisition shares are held by institutional investors. 1.0% of Western Asset Investment Grade Income Fund shares are held by insiders. Comparatively, 21.1% of Apex Technology Acquisition shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Western Asset Investment Grade Income Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Apex Technology Acquisition
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

Western Asset Investment Grade Income Fund's return on equity of 0.00% beat Apex Technology Acquisition's return on equity.

Company Net Margins Return on Equity Return on Assets
Western Asset Investment Grade Income FundN/A N/A N/A
Apex Technology Acquisition N/A -750.42%-10.63%

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Western Asset Investment Grade Income FundN/AN/AN/AN/AN/A
Apex Technology AcquisitionN/AN/A-$60.72MN/AN/A

In the previous week, Western Asset Investment Grade Income Fund had 1 more articles in the media than Apex Technology Acquisition. MarketBeat recorded 1 mentions for Western Asset Investment Grade Income Fund and 0 mentions for Apex Technology Acquisition. Apex Technology Acquisition's average media sentiment score of 1.93 beat Western Asset Investment Grade Income Fund's score of 0.87 indicating that Apex Technology Acquisition is being referred to more favorably in the news media.

Company Overall Sentiment
Western Asset Investment Grade Income Fund Positive
Apex Technology Acquisition Very Positive

Western Asset Investment Grade Income Fund has a beta of 0.49, indicating that its share price is 51% less volatile than the broader market. Comparatively, Apex Technology Acquisition has a beta of 0.72, indicating that its share price is 28% less volatile than the broader market.

Summary

Western Asset Investment Grade Income Fund and Apex Technology Acquisition tied by winning 4 of the 8 factors compared between the two stocks.

How does Western Asset Investment Grade Income Fund compare to Gladstone Capital?

Western Asset Investment Grade Income Fund (NYSE:PAI) and Gladstone Capital (NASDAQ:GLAD) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their valuation, profitability, institutional ownership, media sentiment, earnings, risk, dividends and analyst recommendations.

In the previous week, Western Asset Investment Grade Income Fund and Western Asset Investment Grade Income Fund both had 1 articles in the media. Western Asset Investment Grade Income Fund's average media sentiment score of 0.87 beat Gladstone Capital's score of 0.75 indicating that Western Asset Investment Grade Income Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Western Asset Investment Grade Income Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Gladstone Capital
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Western Asset Investment Grade Income Fund has a beta of 0.49, meaning that its share price is 51% less volatile than the broader market. Comparatively, Gladstone Capital has a beta of 0.92, meaning that its share price is 8% less volatile than the broader market.

19.0% of Western Asset Investment Grade Income Fund shares are held by institutional investors. Comparatively, 10.7% of Gladstone Capital shares are held by institutional investors. 1.0% of Western Asset Investment Grade Income Fund shares are held by insiders. Comparatively, 3.8% of Gladstone Capital shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Gladstone Capital has higher revenue and earnings than Western Asset Investment Grade Income Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Western Asset Investment Grade Income FundN/AN/AN/AN/AN/A
Gladstone Capital$89.12M4.99$58.11M$2.069.55

Gladstone Capital has a consensus target price of $21.67, suggesting a potential upside of 10.15%. Given Gladstone Capital's stronger consensus rating and higher probable upside, analysts clearly believe Gladstone Capital is more favorable than Western Asset Investment Grade Income Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Western Asset Investment Grade Income Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Gladstone Capital
0 Sell rating(s)
3 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.40

Gladstone Capital has a net margin of 50.48% compared to Western Asset Investment Grade Income Fund's net margin of 0.00%. Gladstone Capital's return on equity of 9.67% beat Western Asset Investment Grade Income Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Western Asset Investment Grade Income FundN/A N/A N/A
Gladstone Capital 50.48%9.67%5.00%

Western Asset Investment Grade Income Fund pays an annual dividend of $0.63 per share and has a dividend yield of 5.3%. Gladstone Capital pays an annual dividend of $1.80 per share and has a dividend yield of 9.2%. Gladstone Capital pays out 87.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Gladstone Capital has increased its dividend for 4 consecutive years. Gladstone Capital is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Summary

Gladstone Capital beats Western Asset Investment Grade Income Fund on 11 of the 14 factors compared between the two stocks.

How does Western Asset Investment Grade Income Fund compare to Eaton Vance Municipal Income Trust?

Eaton Vance Municipal Income Trust (NYSE:EVN) and Western Asset Investment Grade Income Fund (NYSE:PAI) are both small-cap finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their media sentiment, institutional ownership, risk, dividends, analyst recommendations, profitability, earnings and valuation.

Eaton Vance Municipal Income Trust has a beta of 0.63, meaning that its share price is 37% less volatile than the broader market. Comparatively, Western Asset Investment Grade Income Fund has a beta of 0.49, meaning that its share price is 51% less volatile than the broader market.

In the previous week, Eaton Vance Municipal Income Trust and Eaton Vance Municipal Income Trust both had 1 articles in the media. Eaton Vance Municipal Income Trust's average media sentiment score of 1.93 beat Western Asset Investment Grade Income Fund's score of 0.87 indicating that Eaton Vance Municipal Income Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Eaton Vance Municipal Income Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Western Asset Investment Grade Income Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

19.0% of Western Asset Investment Grade Income Fund shares are owned by institutional investors. 1.0% of Eaton Vance Municipal Income Trust shares are owned by company insiders. Comparatively, 1.0% of Western Asset Investment Grade Income Fund shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Eaton Vance Municipal Income Trust pays an annual dividend of $0.31 per share and has a dividend yield of 2.9%. Western Asset Investment Grade Income Fund pays an annual dividend of $0.63 per share and has a dividend yield of 5.3%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Eaton Vance Municipal Income TrustN/AN/AN/AN/AN/A
Western Asset Investment Grade Income FundN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
Eaton Vance Municipal Income TrustN/A N/A N/A
Western Asset Investment Grade Income Fund N/A N/A N/A

Summary

Eaton Vance Municipal Income Trust and Western Asset Investment Grade Income Fund tied by winning 2 of the 4 factors compared between the two stocks.

How does Western Asset Investment Grade Income Fund compare to M3-Brigade Acquisition V?

M3-Brigade Acquisition V (NASDAQ:MBAV) and Western Asset Investment Grade Income Fund (NYSE:PAI) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their profitability, valuation, earnings, analyst recommendations, risk, institutional ownership, media sentiment and dividends.

In the previous week, M3-Brigade Acquisition V and M3-Brigade Acquisition V both had 1 articles in the media. Western Asset Investment Grade Income Fund's average media sentiment score of 0.87 beat M3-Brigade Acquisition V's score of 0.00 indicating that Western Asset Investment Grade Income Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
M3-Brigade Acquisition V
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Western Asset Investment Grade Income Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

19.0% of Western Asset Investment Grade Income Fund shares are held by institutional investors. 1.0% of Western Asset Investment Grade Income Fund shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
M3-Brigade Acquisition VN/AN/AN/AN/AN/A
Western Asset Investment Grade Income FundN/AN/AN/AN/AN/A

M3-Brigade Acquisition V has a beta of 0.12, indicating that its share price is 88% less volatile than the broader market. Comparatively, Western Asset Investment Grade Income Fund has a beta of 0.49, indicating that its share price is 51% less volatile than the broader market.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
M3-Brigade Acquisition V
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
Western Asset Investment Grade Income Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Company Net Margins Return on Equity Return on Assets
M3-Brigade Acquisition VN/A N/A N/A
Western Asset Investment Grade Income Fund N/A N/A N/A

Summary

Western Asset Investment Grade Income Fund beats M3-Brigade Acquisition V on 4 of the 5 factors compared between the two stocks.

How does Western Asset Investment Grade Income Fund compare to Crescent Capital BDC?

Crescent Capital BDC (NASDAQ:CCAP) and Western Asset Investment Grade Income Fund (NYSE:PAI) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their risk, analyst recommendations, valuation, profitability, earnings, institutional ownership, media sentiment and dividends.

Crescent Capital BDC has a beta of 0.52, suggesting that its share price is 48% less volatile than the broader market. Comparatively, Western Asset Investment Grade Income Fund has a beta of 0.49, suggesting that its share price is 51% less volatile than the broader market.

Crescent Capital BDC pays an annual dividend of $1.36 per share and has a dividend yield of 12.7%. Western Asset Investment Grade Income Fund pays an annual dividend of $0.63 per share and has a dividend yield of 5.3%. Crescent Capital BDC pays out -1,511.1% of its earnings in the form of a dividend. Crescent Capital BDC has increased its dividend for 1 consecutive years. Crescent Capital BDC is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, Crescent Capital BDC had 9 more articles in the media than Western Asset Investment Grade Income Fund. MarketBeat recorded 10 mentions for Crescent Capital BDC and 1 mentions for Western Asset Investment Grade Income Fund. Crescent Capital BDC's average media sentiment score of 1.18 beat Western Asset Investment Grade Income Fund's score of 0.87 indicating that Crescent Capital BDC is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Crescent Capital BDC
5 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Western Asset Investment Grade Income Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Western Asset Investment Grade Income Fund has a net margin of 0.00% compared to Crescent Capital BDC's net margin of -2.02%. Crescent Capital BDC's return on equity of 9.02% beat Western Asset Investment Grade Income Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Crescent Capital BDC-2.02% 9.02% 3.82%
Western Asset Investment Grade Income Fund N/A N/A N/A

Crescent Capital BDC has higher revenue and earnings than Western Asset Investment Grade Income Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Crescent Capital BDC$167.29M2.36$34.51M-$0.09N/A
Western Asset Investment Grade Income FundN/AN/AN/AN/AN/A

Crescent Capital BDC currently has a consensus target price of $13.10, indicating a potential upside of 22.32%. Given Crescent Capital BDC's stronger consensus rating and higher probable upside, analysts plainly believe Crescent Capital BDC is more favorable than Western Asset Investment Grade Income Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Crescent Capital BDC
0 Sell rating(s)
5 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.17
Western Asset Investment Grade Income Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

49.5% of Crescent Capital BDC shares are held by institutional investors. Comparatively, 19.0% of Western Asset Investment Grade Income Fund shares are held by institutional investors. 1.2% of Crescent Capital BDC shares are held by insiders. Comparatively, 1.0% of Western Asset Investment Grade Income Fund shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Summary

Crescent Capital BDC beats Western Asset Investment Grade Income Fund on 14 of the 15 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding PAI and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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PAI vs. The Competition

MetricWestern Asset Investment Grade Income FundCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$113.75M$5.66B$13.63B$24.29B
Dividend Yield5.27%7.38%5.89%3.70%
P/E RatioN/A39.0929.6130.31
Price / SalesN/A1,213.32512.5819.88
Price / CashN/A48.3138.1932.49
Price / BookN/A2.132.186.77
Net IncomeN/A$416.48M$1.31B$1.07B
7 Day PerformanceN/A-0.25%-0.30%-0.65%
1 Month Performance0.29%2.06%2.37%3.38%
1 Year Performance-5.60%5.71%9.68%14.90%

Western Asset Investment Grade Income Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PAI
Western Asset Investment Grade Income Fund
N/A$11.96
+0.1%
N/A-5.6%$113.75MN/AN/A204,000
APXT
Apex Technology Acquisition
0.6338 of 5 stars
$10.11
flat
N/A-32.5%$450.50MN/AN/AN/A
GLAD
Gladstone Capital
2.1844 of 5 stars
$19.62
-0.6%
$21.67
+10.4%
-25.7%$443.22M$89.12M9.5270
EVN
Eaton Vance Municipal Income Trust
N/A$10.75
-0.8%
N/A+2.8%$428.60MN/AN/AN/A
MBAV
M3-Brigade Acquisition V
N/A$11.29
+1.3%
N/A+7.0%$405.74MN/AN/AN/A

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This page (NYSE:PAI) was last updated on 8/23/2026 by MarketBeat.com Staff.
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