NBXG vs WABC

Comparison between Neuberger Berman Next Generation Connectivity Fund Inc (NBXG, Company) and Westamerica Bancorporation (WABC, Company).

Both NBXG and WABC are from the Financial Services sector.

5-Year PerformanceNBXG has outperformed WABC, delivering a return of +7.0% compared to +3.5%

NBXG vs WABC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBXG(COMPANY)	WABC(COMPANY)
Market Cap	$1.36B	$1.36B
Max Drawdown	57.18%	47.62%
Sharpe Ratio	1.53	1.21
5Y Beta	1.12	0.66
Industry	Asset Management	Banks - Regional
P/E Ratio	4.25	12.69
Forward P/E	N/A	21.10
PEG Ratio	0.51	N/A
Dividend Yield	N/A	3.17%
5Y Dividends CAGR	N/A	7.18%
5Y EPS CAGR	N/A	7.89%
Debt to Equity	0.00%	16.37%
Free Cash Flow Yield	7.29%	8.52%

Market Cap

NBXG

$1.36B

Winner

WABC

$1.36B

Max Drawdown

NBXG

57.18%

Winner

WABC

47.62%

Sharpe Ratio

Winner

NBXG

1.53

WABC

1.21

5Y Beta

NBXG

1.12

Winner

WABC

0.66

Industry

NBXG

Asset Management

WABC

Banks - Regional

P/E Ratio

Winner

NBXG

4.25

WABC

12.69

Forward P/E

NBXG

N/A

WABC

21.10

PEG Ratio

NBXG

0.51

WABC

N/A

Dividend Yield

NBXG

N/A

WABC

3.17%

5Y Dividends CAGR

NBXG

N/A

WABC

7.18%

5Y EPS CAGR

NBXG

N/A

WABC

7.89%

Debt to Equity

Winner

NBXG

0.00%

WABC

16.37%

Free Cash Flow Yield

NBXG

7.29%

Winner

WABC

8.52%

NBXG vs WABC - Historical Returns

Returns include dividend reinvestment.

Period	NBXG	WABC
1 month	+14.51%	+5.66%
3 months	+35.02%	+16.67%
6 months	+27.71%	+15.50%
1 year	+38.56%	+30.07%
5 years(CAGR)	+7.04%	+3.49%
10 years(CAGR)	N/A	+5.16%
Max(CAGR)	+7.13%	+4.98%

Winner

NBXG

+14.51%

WABC

+5.66%

Winner

NBXG

+35.02%

WABC

+16.67%

Winner

NBXG

+27.71%

WABC

+15.50%

Winner

NBXG

+38.56%

WABC

+30.07%

5Y(CAGR)

Winner

NBXG

+7.04%

WABC

+3.49%

10Y(CAGR)

NBXG

N/A

WABC

+5.16%

Max(CAGR)

Winner

NBXG

+7.13%

WABC

+4.98%

NBXG vs WABC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NBXG	WABC
2026	+24.47%	+22.86%
2025	+23.15%	-3.68%
2024	+30.41%	-3.42%
2023	+32.77%	+0.24%
2022	-42.20%	+3.83%
2021	-10.70%	+5.94%
2020	N/A	-15.95%
2019	N/A	+22.35%
2018	N/A	-3.62%
2017	N/A	-2.98%
2016	N/A	+43.84%
2015	N/A	-0.15%
2014	N/A	-8.74%
2013	N/A	+31.91%
2012	N/A	-2.36%
2011	N/A	-19.66%
2010	N/A	+1.49%
2009	N/A	+12.56%
2008	N/A	+20.45%
2007	N/A	-10.12%
2006	N/A	-4.56%
2005	N/A	-6.25%
2004	N/A	+20.07%
2003	N/A	+25.30%
2002	N/A	+5.08%
2001	N/A	+0.12%
2000	N/A	+71.93%
1999	N/A	-17.25%

NBXG vs WABC Drawdown Comparison

The maximum drawdown for NBXG was -51.73%, occurring on Oct 14, 2022. Recovery took 943 trading sessions.

The maximum drawdown for WABC was -46.86%, occurring on Mar 9, 2009. Recovery took 1305 trading sessions.

The current WABC drawdown is -0.72%.

Rank	NBXG	WABC
#1	-51.73% Sep 2, 2021 - Jun 6, 2025	-46.86% Sep 18, 2008 - Nov 22, 2013
#2	-16.26% Nov 3, 2025 - May 1, 2026	-40.80% Nov 10, 2022 - May 26, 2026
#3	-7.37% Jun 2, 2026 - Jun 18, 2026	-39.78% Nov 5, 1999 - Oct 5, 2000
#4	-4.84% Oct 6, 2025 - Nov 3, 2025	-30.48% Dec 19, 2019 - Mar 12, 2021
#5	-3.72% Jun 16, 2021 - Sep 2, 2021	-30.38% May 1, 2008 - Sep 18, 2008
#6	-3.56% May 14, 2026 - May 22, 2026	-29.99% Nov 12, 2004 - Apr 18, 2008
#7	-3.41% Jul 18, 2025 - Aug 18, 2025	-26.00% Dec 26, 2013 - Nov 9, 2016
#8	-2.42% Aug 18, 2025 - Aug 28, 2025	-24.42% Dec 28, 2000 - Mar 4, 2002
#9	-2.32% Jul 3, 2025 - Jul 16, 2025	-22.12% May 17, 2002 - Jul 14, 2003
#10	-2.14% Aug 28, 2025 - Sep 8, 2025	-22.07% Dec 9, 2016 - Aug 8, 2018
#11	-1.82% Sep 18, 2025 - Oct 1, 2025	-17.96% Mar 12, 2021 - Nov 10, 2022
#12	-1.20% May 1, 2026 - May 5, 2026	-17.70% Aug 22, 2018 - Jan 18, 2019
#13	-1.09% Jun 6, 2025 - Jun 18, 2025	-12.31% Oct 5, 2000 - Oct 30, 2000
#14	-0.74% Jun 2, 2021 - Jun 15, 2021	-10.96% Nov 3, 2000 - Dec 6, 2000
#15	-0.74% May 26, 2026 - May 28, 2026	-10.23% Dec 2, 2003 - Jun 22, 2004

Correlation

Correlation between NBXG and WABC is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.33

-101

Dividend Comparison (1999 - 2026)

NBXG vs WABC dividend yield comparison.

Year	NBXG	WABC
2026	4.17%	1.63%
2025	8.73%	3.81%
2024	9.42%	3.35%
2023	10.98%	3.05%
2022	13.19%	2.85%
2021	3.47%	2.86%
2020	0.00%	2.97%
2019	0.00%	2.41%
2018	0.00%	2.87%
2017	0.00%	2.64%
2016	0.00%	2.48%
2015	0.00%	3.27%
2014	0.00%	3.10%
2013	0.00%	2.64%
2012	0.00%	3.47%
2011	0.00%	3.30%
2010	0.00%	2.60%
2009	0.00%	2.55%
2008	0.00%	2.72%
2007	0.00%	3.05%
2006	0.00%	2.57%
2005	0.00%	2.30%
2004	0.00%	1.89%
2003	0.00%	2.01%
2002	0.00%	2.24%
2001	0.00%	2.07%
2000	0.00%	1.72%
1999	0.00%	0.64%