Western Asset Investment Grade Opportunity (IGI) vs PhenixFIN (PFX)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Western Asset Investment Grade Opportunity is the larger company by market cap ($91.8 million vs $87.7 million), about 1.0 times the size. On valuation, Western Asset Investment Grade Opportunity trades at a lower trailing P/E (13.6x vs 19.5x for PhenixFIN).
Summary generated from market data by MetaCap's automated system. Methodology
Head-to-head
| Metric | IGI | PFX |
|---|---|---|
| Share price | $15.32 | $45.40 |
| Market cap | $91.82M | $87.68M |
| 1-day change | -0.13% | 0.00% |
| YTD return | — | +2.76% |
| 1-year return | — | -4.22% |
| 5-year return | — | +5.90% |
| P/E ratio (TTM) | 13.56 | 19.48 |
| Forward P/E | — | 18.02 |
| EPS (TTM) | $1.13 | $2.33 |
| Dividend yield | 5.56% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| 52-week high | $16.93 | $56.48 |
| 52-week low | $15.08 | $38.30 |
| Distance from 52-week high | -9.51% | -19.61% |
| Analyst consensus | — | none |
| Average volume | 13.51K | 11.59K |
| Shares outstanding | 5.99M | 1.93M |
| Employees | — | 11 |
| Sector | Finance | Finance |
| Industry | Investment Managers | Finance: Consumer Services |
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
- PhenixFIN trades at a higher earnings multiple (19.5x vs 13.6x trailing P/E).
- Western Asset Investment Grade Opportunity offers a meaningfully higher dividend yield (5.56% vs 0.00%).
About Western Asset Investment Grade Opportunity
IGI stock →Western Asset Investment Grade Opportunity Trust Inc. is a close-ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC.
Finance · Investment Managers
About PhenixFIN
PFX stock →PhenixFIN Corporation is a business development company. The firm seeks to invest in privately negotiated debt and equity securities of small and middle market companies.
Finance · Finance: Consumer Services · 11 employees
IGI vs PFX FAQ
Which is bigger, Western Asset Investment Grade Opportunity or PhenixFIN?
Western Asset Investment Grade Opportunity (IGI) is larger, with a market capitalization of $91.82M compared with $87.68M for PhenixFIN (PFX).
Which has the lower P/E ratio, IGI or PFX?
IGI has the lower trailing P/E at 13.6, versus 19.5 for PFX. 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, Western Asset Investment Grade Opportunity or PhenixFIN?
Western Asset Investment Grade Opportunity pays a dividend yielding 5.56%, while PhenixFIN does not currently pay a regular dividend.
Are Western Asset Investment Grade Opportunity and PhenixFIN in the same industry?
Both are in the Finance sector, but in different industries: Investment Managers for Western Asset Investment Grade Opportunity and Finance: Consumer Services for PhenixFIN.