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Western Asset Investment Grade Income Fund (PAI) Competitors

Western Asset Investment Grade Income Fund logo
$12.83 -0.06 (-0.47%)
Closing price 08/6/2025 03:48 PM Eastern
Extended Trading
$12.86 +0.03 (+0.23%)
As of 08/6/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

PAI vs. TYG, MCI, EVN, MVF, SAR, HQL, LEO, MYN, JOF, and ZTR

Should you be buying Western Asset Investment Grade Income Fund stock or one of its competitors? The main competitors of Western Asset Investment Grade Income Fund include Tortoise Energy Infrastructure (TYG), Barings Corporate Investors (MCI), Eaton Vance Municipal Income Trust (EVN), BlackRock MuniVest Fund (MVF), Saratoga Investment (SAR), abrdn Life Sciences Investors (HQL), BNY Mellon Strategic Municipals (LEO), BlackRock MuniYield New York Quality Fund (MYN), Japan Smaller Capitalization Fund (JOF), and Virtus Total Return Fund (ZTR). These companies are all part of the "financial services" industry.

Western Asset Investment Grade Income Fund vs. Its Competitors

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

Western Asset Investment Grade Income Fund has a beta of 0.47, indicating that its share price is 53% less volatile than the S&P 500. Comparatively, Tortoise Energy Infrastructure has a beta of 1.05, indicating that its share price is 5% more volatile than the S&P 500.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Western Asset Investment Grade Income FundN/AN/AN/AN/AN/A
Tortoise Energy InfrastructureN/AN/AN/AN/AN/A

19.0% of Western Asset Investment Grade Income Fund shares are owned by institutional investors. Comparatively, 32.5% of Tortoise Energy Infrastructure shares are owned by institutional investors. 1.0% of Western Asset Investment Grade Income Fund shares are owned by insiders. Comparatively, 0.1% of Tortoise Energy Infrastructure shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Company Net Margins Return on Equity Return on Assets
Western Asset Investment Grade Income FundN/A N/A N/A
Tortoise Energy Infrastructure N/A N/A N/A

In the previous week, Tortoise Energy Infrastructure had 4 more articles in the media than Western Asset Investment Grade Income Fund. MarketBeat recorded 4 mentions for Tortoise Energy Infrastructure and 0 mentions for Western Asset Investment Grade Income Fund. Tortoise Energy Infrastructure's average media sentiment score of 0.75 beat Western Asset Investment Grade Income Fund's score of 0.00 indicating that Tortoise Energy Infrastructure is being referred to more favorably in the news media.

Western Asset Investment Grade Income Fund pays an annual dividend of $0.62 per share and has a dividend yield of 4.8%. Tortoise Energy Infrastructure pays an annual dividend of $4.48 per share and has a dividend yield of 10.3%.

Summary

Tortoise Energy Infrastructure beats Western Asset Investment Grade Income Fund on 5 of the 6 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 FundFIN IndustryFinance SectorNYSE Exchange
Market Cap$122.55M$3.80B$12.20B$20.65B
Dividend Yield4.84%6.60%5.64%3.66%
P/E RatioN/AN/A19.7429.27
Price / SalesN/A41.0926.3562.32
Price / CashN/A18.0121.3823.31
Price / BookN/A1.122.124.37
Net IncomeN/A$161.89M$1.00B$996.36M
7 Day Performance-0.16%0.83%0.32%0.59%
1 Month Performance-1.19%0.44%0.38%0.23%
1 Year Performance3.89%2.55%544.59%16.71%

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$12.83
-0.5%
N/A+4.2%$122.55MN/A0.00204,000
TYG
Tortoise Energy Infrastructure
N/A$42.59
+0.7%
N/A+25.5%$455.14MN/A0.00N/AShort Interest ↑
MCI
Barings Corporate Investors
N/A$20.96
+0.4%
N/A+18.1%$423.84MN/A0.00N/ANews Coverage
EVN
Eaton Vance Municipal Income Trust
N/A$10.49
-1.1%
N/A-0.6%$420.87MN/A0.00N/APositive News
Dividend Announcement
MVF
BlackRock MuniVest Fund
N/A$6.53
-0.5%
N/A-10.1%$395.66MN/A0.00147,000News Coverage
Dividend Announcement
SAR
Saratoga Investment
1.5442 of 5 stars
$25.02
-0.7%
$24.25
-3.1%
+11.9%$394.68M$148.85M10.133,211Dividend Announcement
HQL
abrdn Life Sciences Investors
N/A$13.30
-0.6%
N/A-11.4%$386.31MN/A0.00N/ANews Coverage
Positive News
LEO
BNY Mellon Strategic Municipals
N/A$5.79
-0.1%
N/A-6.6%$360.66MN/A0.00147,000News Coverage
Positive News
Dividend Announcement
MYN
BlackRock MuniYield New York Quality Fund
N/A$9.20
+0.2%
N/A-11.7%$351.71MN/A0.00N/ANews Coverage
Dividend Announcement
JOF
Japan Smaller Capitalization Fund
N/A$9.71
-1.2%
N/A+42.5%$345.90M$8.75M0.00N/ANews Coverage
Positive News
ZTR
Virtus Total Return Fund
N/A$6.18
-0.6%
N/A+9.9%$344.96MN/A0.00N/A

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This page (NYSE:PAI) was last updated on 8/7/2025 by MarketBeat.com Staff
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