WDI vs BWMX

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

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

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

WDI vs BWMX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

WDI

$685M

Winner

BWMX

$685M

Max Drawdown

Winner

WDI

39.79%

BWMX

87.39%

Sharpe Ratio

WDI

-0.20

Winner

BWMX

2.17

5Y Beta

Winner

WDI

0.39

BWMX

0.59

Industry

WDI

Asset Management

BWMX

Specialty Retail

P/E Ratio

Winner

WDI

9.57

BWMX

11.67

Forward P/E

WDI

N/A

BWMX

7.78

PEG Ratio

WDI

6.05

Winner

BWMX

0.28

Dividend Yield

WDI

N/A

BWMX

6.49%

5Y Dividends CAGR

WDI

N/A

BWMX

1.27%

5Y EPS CAGR

WDI

N/A

BWMX

7.46%

Debt to Equity

Winner

WDI

48.06%

BWMX

294.38%

Free Cash Flow Yield

Winner

WDI

13.47%

BWMX

10.00%

P/S Ratio

WDI

9.45

Winner

BWMX

0.05

P/B Ratio

Winner

WDI

0.90

BWMX

8.05

WDI vs BWMX - Historical Returns

Returns include dividend reinvestment.

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

WDI

-1.79%

Winner

BWMX

+10.24%

WDI

+2.12%

Winner

BWMX

+10.02%

WDI

-0.94%

Winner

BWMX

+32.66%

WDI

+0.90%

Winner

BWMX

+145.06%

5Y(CAGR)

Winner

WDI

+2.73%

BWMX

-8.38%

Max(CAGR)

WDI

+2.73%

Winner

BWMX

+20.99%

WDI vs BWMX - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

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

WDI vs BWMX Drawdown Comparison

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

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

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

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