SPFI vs PAXS

Comparison between South Plains Financial Inc (SPFI, Company) and PIMCO Access Income Fund (PAXS, Company).

Both SPFI and PAXS are from the Financial Services sector.

SPFI vs PAXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPFI(COMPANY)	PAXS(COMPANY)
Market Cap	$663M	$664M
Max Drawdown	46.76%	36.76%
Sharpe Ratio	0.62	0.24
5Y Beta	0.78	0.47
Industry	Banks - Regional	Asset Management
P/E Ratio	10.88	7.03
PEG Ratio	0.56	2.29
Dividend Yield	1.56%	N/A
5Y Dividends CAGR	44.18%	N/A
5Y EPS CAGR	4.75%	N/A
Debt to Equity	0.00%	62.63%
Free Cash Flow Yield	9.30%	15.10%
P/S Ratio	3.67	8.08
P/B Ratio	1.53	0.94

Market Cap

SPFI

$663M

Winner

PAXS

$664M

Max Drawdown

SPFI

46.76%

Winner

PAXS

36.76%

Sharpe Ratio

Winner

SPFI

0.62

PAXS

0.24

5Y Beta

SPFI

0.78

Winner

PAXS

0.47

Industry

SPFI

Banks - Regional

PAXS

Asset Management

P/E Ratio

SPFI

10.88

Winner

PAXS

7.03

PEG Ratio

Winner

SPFI

0.56

PAXS

2.29

Dividend Yield

SPFI

1.56%

PAXS

N/A

5Y Dividends CAGR

SPFI

44.18%

PAXS

N/A

5Y EPS CAGR

SPFI

4.75%

PAXS

N/A

Debt to Equity

Winner

SPFI

0.00%

PAXS

62.63%

Free Cash Flow Yield

SPFI

9.30%

Winner

PAXS

15.10%

P/S Ratio

Winner

SPFI

3.67

PAXS

8.08

P/B Ratio

SPFI

1.53

Winner

PAXS

0.94

SPFI vs PAXS - Historical Returns

Returns include dividend reinvestment.

Period	SPFI	PAXS
1 month	+1.53%	-1.72%
3 months	+0.10%	-3.51%
6 months	+6.49%	-4.87%
1 year	+18.43%	+6.43%
5 years(CAGR)	+14.03%	+4.24%
Max(CAGR)	+14.37%	+4.24%

Winner

SPFI

+1.53%

PAXS

-1.72%

Winner

SPFI

+0.10%

PAXS

-3.51%

Winner

SPFI

+6.49%

PAXS

-4.87%

Winner

SPFI

+18.43%

PAXS

+6.43%

5Y(CAGR)

Winner

SPFI

+14.03%

PAXS

+4.24%

Max(CAGR)

Winner

SPFI

+14.37%

PAXS

+4.24%

SPFI vs PAXS - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	SPFI	PAXS
2026	+8.30%	-2.33%
2025	+15.74%	+10.24%
2024	+20.74%	+17.06%
2023	+6.47%	+6.44%
2022	+0.48%	-16.65%
2021	+47.98%	N/A
2020	-8.88%	N/A
2019	+18.25%	N/A

SPFI vs PAXS Drawdown Comparison

The maximum drawdown for SPFI was -46.50%, occurring on Sep 23, 2020. Recovery took 279 trading sessions.

The maximum drawdown for PAXS was -22.28%, occurring on Jun 16, 2022. Recovery took 514 trading sessions.

The current SPFI drawdown is -7.38%. The current PAXS drawdown is -7.59%.

Rank	SPFI	PAXS
#1	-46.50% Jan 27, 2020 - Mar 5, 2021	-22.28% Feb 2, 2022 - Feb 21, 2024
#2	-38.60% Nov 10, 2022 - Jul 16, 2024	-12.90% Nov 29, 2024 - Aug 1, 2025
#3	-23.82% Nov 11, 2024 - Jul 17, 2025	-12.09% Jan 30, 2026 - Mar 27, 2026
#4	-23.50% Feb 8, 2022 - Oct 13, 2022	-8.45% Oct 2, 2024 - Nov 29, 2024
#5	-15.85% Mar 11, 2021 - Oct 7, 2021	-8.14% Apr 8, 2024 - May 3, 2024
#6	-13.50% Jun 5, 2019 - Nov 15, 2019	-7.14% Oct 8, 2025 - Jan 22, 2026
#7	-13.25% Jul 21, 2025 - Jan 21, 2026	-5.54% May 22, 2024 - Aug 19, 2024
#8	-12.20% Apr 9, 2026 - May 13, 2026	-2.48% May 3, 2024 - May 21, 2024
#9	-10.49% Jul 23, 2024 - Aug 23, 2024	-2.30% Mar 12, 2024 - Mar 28, 2024
#10	-8.54% Aug 30, 2024 - Oct 16, 2024	-2.10% Mar 4, 2024 - Mar 12, 2024
#11	-7.85% Nov 24, 2021 - Dec 17, 2021	-2.00% Feb 26, 2024 - Mar 4, 2024
#12	-7.57% May 21, 2019 - Jun 5, 2019	-1.48% Sep 11, 2025 - Oct 1, 2025
#13	-6.41% Feb 6, 2026 - Apr 8, 2026	-1.40% Aug 19, 2024 - Aug 27, 2024
#14	-5.54% Dec 17, 2021 - Dec 27, 2021	-1.15% Sep 16, 2024 - Sep 23, 2024
#15	-5.21% Jan 22, 2026 - Feb 2, 2026	-1.08% Sep 24, 2024 - Sep 30, 2024