BWMX vs WDI

Comparison between Betterware de Mexico S.A.P.I. de C.V (BWMX, Company) and Western Asset Diversified Income Fund (WDI, Company).

BWMX is from the Consumer Cyclical sector, while WDI is from the Financial Services sector.

5-Year PerformanceWDI has outperformed BWMX, delivering a return of +2.7% compared to -8.4%

BWMX vs WDI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWMX(COMPANY)	WDI(COMPANY)
Market Cap	$685M	$685M
Max Drawdown	87.39%	39.79%
Sharpe Ratio	2.17	-0.20
5Y Beta	0.59	0.39
Industry	Specialty Retail	Asset Management
P/E Ratio	11.67	9.57
Forward P/E	7.78	N/A
PEG Ratio	0.28	6.05
Dividend Yield	6.49%	N/A
5Y Dividends CAGR	1.27%	N/A
5Y EPS CAGR	7.46%	N/A
Debt to Equity	294.38%	48.06%
Free Cash Flow Yield	10.00%	13.47%
P/S Ratio	0.05	9.45
P/B Ratio	8.05	0.90

Market Cap

Winner

BWMX

$685M

WDI

$685M

Max Drawdown

BWMX

87.39%

Winner

WDI

39.79%

Sharpe Ratio

Winner

BWMX

2.17

WDI

-0.20

5Y Beta

BWMX

0.59

Winner

WDI

0.39

Industry

BWMX

Specialty Retail

WDI

Asset Management

P/E Ratio

BWMX

11.67

Winner

WDI

9.57

Forward P/E

BWMX

7.78

WDI

N/A

PEG Ratio

Winner

BWMX

0.28

WDI

6.05

Dividend Yield

BWMX

6.49%

WDI

N/A

5Y Dividends CAGR

BWMX

1.27%

WDI

N/A

5Y EPS CAGR

BWMX

7.46%

WDI

N/A

Debt to Equity

BWMX

294.38%

Winner

WDI

48.06%

Free Cash Flow Yield

BWMX

10.00%

Winner

WDI

13.47%

P/S Ratio

Winner

BWMX

0.05

WDI

9.45

P/B Ratio

BWMX

8.05

Winner

WDI

0.90

BWMX vs WDI - Historical Returns

Returns include dividend reinvestment.

Period	BWMX	WDI
1 month	+10.24%	-1.79%
3 months	+10.02%	+2.12%
6 months	+32.66%	-0.94%
1 year	+145.06%	+0.90%
5 years(CAGR)	-8.38%	+2.73%
Max(CAGR)	+20.99%	+2.73%

Winner

BWMX

+10.24%

WDI

-1.79%

Winner

BWMX

+10.02%

WDI

+2.12%

Winner

BWMX

+32.66%

WDI

-0.94%

Winner

BWMX

+145.06%

WDI

+0.90%

5Y(CAGR)

BWMX

-8.38%

Winner

WDI

+2.73%

Max(CAGR)

Winner

BWMX

+20.99%

WDI

+2.73%

BWMX vs WDI - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	BWMX	WDI
2026	+18.08%	+1.08%
2025	+41.86%	+9.24%
2024	-9.56%	+12.76%
2023	+138.02%	+23.55%
2022	-66.22%	-24.12%
2021	-35.04%	-5.66%
2020	+297.91%	N/A

BWMX vs WDI Drawdown Comparison

The maximum drawdown for BWMX was -85.70%, occurring on Jan 3, 2023. This drawdown has not yet recovered.

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

The current BWMX drawdown is -44.76%. The current WDI drawdown is -4.72%.

Rank	BWMX	WDI
#1	-85.70% Jun 30, 2021 - Jan 3, 2023	-32.46% Aug 6, 2021 - Jul 10, 2024
#2	-31.72% Mar 16, 2020 - Mar 31, 2020	-14.15% Feb 25, 2025 - May 30, 2025
#3	-26.00% Apr 1, 2020 - Jun 16, 2020	-8.46% Sep 12, 2025 - May 1, 2026
#4	-24.83% Sep 14, 2020 - Oct 14, 2020	-6.72% Sep 30, 2024 - Feb 5, 2025
#5	-20.00% Jun 16, 2020 - Jul 31, 2020	-5.36% May 1, 2026 - Jun 8, 2026
#6	-18.60% Nov 10, 2020 - Dec 30, 2020	-2.83% Aug 1, 2024 - Aug 14, 2024
#7	-18.09% Feb 19, 2021 - Apr 28, 2021	-1.53% Jul 15, 2024 - Jul 23, 2024
#8	-16.05% May 5, 2021 - Jun 30, 2021	-1.43% Aug 16, 2024 - Sep 5, 2024
#9	-9.48% Sep 2, 2020 - Sep 10, 2020	-1.27% Jul 23, 2024 - Jul 26, 2024
#10	-7.69% Jul 31, 2020 - Aug 5, 2020	-1.22% Jun 16, 2025 - Jun 27, 2025
#11	-7.40% Oct 14, 2020 - Oct 28, 2020	-0.97% Sep 5, 2024 - Sep 11, 2024
#12	-6.44% Jan 20, 2021 - Feb 3, 2021	-0.83% Sep 25, 2024 - Sep 30, 2024
#13	-4.61% Aug 5, 2020 - Aug 7, 2020	-0.74% Jul 2, 2025 - Jul 14, 2025
#14	-4.23% Aug 26, 2020 - Aug 28, 2020	-0.73% Aug 13, 2025 - Aug 19, 2025
#15	-4.04% Feb 5, 2021 - Feb 17, 2021	-0.70% Jun 29, 2021 - Jul 30, 2021