WABC vs NBXG

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

Both WABC and NBXG are from the Financial Services sector.

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

WABC vs NBXG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

WABC

$1.36B

NBXG

$1.36B

Max Drawdown

Winner

WABC

47.62%

NBXG

57.18%

Sharpe Ratio

WABC

1.21

Winner

NBXG

1.53

5Y Beta

Winner

WABC

0.66

NBXG

1.12

Industry

WABC

Banks - Regional

NBXG

Asset Management

P/E Ratio

WABC

12.69

Winner

NBXG

4.25

Forward P/E

WABC

21.10

NBXG

N/A

PEG Ratio

WABC

N/A

NBXG

0.51

Dividend Yield

WABC

3.17%

NBXG

N/A

5Y Dividends CAGR

WABC

7.18%

NBXG

N/A

5Y EPS CAGR

WABC

7.89%

NBXG

N/A

Debt to Equity

WABC

16.37%

Winner

NBXG

0.00%

Free Cash Flow Yield

Winner

WABC

8.52%

NBXG

7.29%

WABC vs NBXG - Historical Returns

Returns include dividend reinvestment.

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

WABC

+5.66%

Winner

NBXG

+14.51%

WABC

+16.67%

Winner

NBXG

+35.02%

WABC

+15.50%

Winner

NBXG

+27.71%

WABC

+30.07%

Winner

NBXG

+38.56%

5Y(CAGR)

WABC

+3.49%

Winner

NBXG

+7.04%

10Y(CAGR)

WABC

+5.16%

NBXG

N/A

Max(CAGR)

WABC

+4.98%

Winner

NBXG

+7.13%

WABC vs NBXG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

WABC vs NBXG Drawdown Comparison

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

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

The current WABC drawdown is -0.72%.

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

Correlation

Correlation between WABC and NBXG 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)

WABC vs NBXG dividend yield comparison.

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