DTF Tax-Free Income 2028 Term Fund (DTF) vs Western Asset Investment Grade Opportunity (IGI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Western Asset Investment Grade Opportunity is the larger company by market cap ($92.2 million vs $78.5 million), about 1.2 times the size. On valuation, Western Asset Investment Grade Opportunity trades at a lower trailing P/E (13.6x vs 27.2x for DTF Tax-Free Income 2028 Term Fund). DTF Tax-Free Income 2028 Term Fund pays a dividend yielding 3.49%, while Western Asset Investment Grade Opportunity does not currently pay one.
Summary generated from market data by MetaCap's automated system. Methodology
Head-to-head
| Metric | DTF | IGI |
|---|---|---|
| Share price | $11.17 | $15.38 |
| Market cap | $78.52M | $92.18M |
| 1-day change | -0.27% | +0.26% |
| YTD return | -1.93% | — |
| 1-year return | -2.35% | — |
| 5-year return | -21.84% | — |
| P/E ratio (TTM) | 27.24 | 13.61 |
| EPS (TTM) | $0.41 | $1.13 |
| Dividend yield | 3.49% | 5.55% |
| Annual dividend | $0.39 | $0.00 |
| 52-week high | $11.61 | $16.93 |
| 52-week low | $11.14 | $15.08 |
| Distance from 52-week high | -3.79% | -9.16% |
| Average volume | 6.58K | 13.46K |
| Shares outstanding | 7.03M | 5.99M |
| Sector | Finance | Finance |
| Industry | Investment Managers | Investment Managers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- DTF Tax-Free Income 2028 Term Fund trades at a higher earnings multiple (27.2x vs 13.6x trailing P/E).
- Western Asset Investment Grade Opportunity offers a meaningfully higher dividend yield (5.55% vs 3.49%).
DTF vs IGI FAQ
Which is bigger, DTF Tax-Free Income 2028 Term Fund or Western Asset Investment Grade Opportunity?
Western Asset Investment Grade Opportunity (IGI) is larger, with a market capitalization of $92.18M compared with $78.52M for DTF Tax-Free Income 2028 Term Fund (DTF).
Which has the lower P/E ratio, DTF or IGI?
IGI has the lower trailing P/E at 13.6, versus 27.2 for DTF. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, DTF Tax-Free Income 2028 Term Fund or Western Asset Investment Grade Opportunity?
Western Asset Investment Grade Opportunity has the higher yield at 5.55%, compared with 3.49% for DTF Tax-Free Income 2028 Term Fund.
Are DTF Tax-Free Income 2028 Term Fund and Western Asset Investment Grade Opportunity in the same industry?
Yes. Both are classified in the Investment Managers industry within the Finance sector.