WDI vs SPFI

Comparison between Western Asset Diversified Income Fund (WDI, Company) and South Plains Financial Inc (SPFI, Company).

Both WDI and SPFI are from the Financial Services sector.

5-Year PerformanceSPFI has outperformed WDI, delivering a return of +13.9% compared to +2.7%

WDI vs SPFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WDI(COMPANY)	SPFI(COMPANY)
Market Cap	$685M	$684M
Max Drawdown	39.79%	46.76%
Sharpe Ratio	-0.20	0.53
5Y Beta	0.39	0.76
Industry	Asset Management	Banks - Regional
P/E Ratio	9.57	11.22
PEG Ratio	6.05	0.58
Dividend Yield	N/A	1.54%
5Y Dividends CAGR	N/A	44.18%
5Y EPS CAGR	N/A	4.75%
Debt to Equity	48.06%	0.00%
Free Cash Flow Yield	13.47%	9.02%
P/S Ratio	9.45	3.78
P/B Ratio	0.90	1.59

Market Cap

Winner

WDI

$685M

SPFI

$684M

Max Drawdown

Winner

WDI

39.79%

SPFI

46.76%

Sharpe Ratio

WDI

-0.20

Winner

SPFI

0.53

5Y Beta

Winner

WDI

0.39

SPFI

0.76

Industry

WDI

Asset Management

SPFI

Banks - Regional

P/E Ratio

Winner

WDI

9.57

SPFI

11.22

PEG Ratio

WDI

6.05

Winner

SPFI

0.58

Dividend Yield

WDI

N/A

SPFI

1.54%

5Y Dividends CAGR

WDI

N/A

SPFI

44.18%

5Y EPS CAGR

WDI

N/A

SPFI

4.75%

Debt to Equity

WDI

48.06%

Winner

SPFI

0.00%

Free Cash Flow Yield

Winner

WDI

13.47%

SPFI

9.02%

P/S Ratio

WDI

9.45

Winner

SPFI

3.78

P/B Ratio

Winner

WDI

0.90

SPFI

1.59

WDI vs SPFI - Historical Returns

Returns include dividend reinvestment.

Period	WDI	SPFI
1 month	-1.79%	+7.57%
3 months	+2.12%	+4.56%
6 months	-0.94%	+3.75%
1 year	+0.90%	+18.22%
5 years(CAGR)	+2.73%	+13.89%
Max(CAGR)	+2.73%	+14.81%

WDI

-1.79%

Winner

SPFI

+7.57%

WDI

+2.12%

Winner

SPFI

+4.56%

WDI

-0.94%

Winner

SPFI

+3.75%

WDI

+0.90%

Winner

SPFI

+18.22%

5Y(CAGR)

WDI

+2.73%

Winner

SPFI

+13.89%

Max(CAGR)

WDI

+2.73%

Winner

SPFI

+14.81%

WDI vs SPFI - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	WDI	SPFI
2026	+1.08%	+11.56%
2025	+9.24%	+15.74%
2024	+12.76%	+20.74%
2023	+23.55%	+6.47%
2022	-24.12%	+0.48%
2021	-5.66%	+47.98%
2020	N/A	-8.88%
2019	N/A	+18.25%

WDI vs SPFI Drawdown Comparison

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

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

The current WDI drawdown is -4.72%. The current SPFI drawdown is -4.58%.

Rank	WDI	SPFI
#1	-32.46% Aug 6, 2021 - Jul 10, 2024	-46.50% Jan 27, 2020 - Mar 5, 2021
#2	-14.15% Feb 25, 2025 - May 30, 2025	-38.60% Nov 10, 2022 - Jul 16, 2024
#3	-8.46% Sep 12, 2025 - May 1, 2026	-23.82% Nov 11, 2024 - Jul 17, 2025
#4	-6.72% Sep 30, 2024 - Feb 5, 2025	-23.50% Feb 8, 2022 - Oct 13, 2022
#5	-5.36% May 1, 2026 - Jun 8, 2026	-15.85% Mar 11, 2021 - Oct 7, 2021
#6	-2.83% Aug 1, 2024 - Aug 14, 2024	-13.50% Jun 5, 2019 - Nov 15, 2019
#7	-1.53% Jul 15, 2024 - Jul 23, 2024	-13.25% Jul 21, 2025 - Jan 21, 2026
#8	-1.43% Aug 16, 2024 - Sep 5, 2024	-12.20% Apr 9, 2026 - May 13, 2026
#9	-1.27% Jul 23, 2024 - Jul 26, 2024	-10.49% Jul 23, 2024 - Aug 23, 2024
#10	-1.22% Jun 16, 2025 - Jun 27, 2025	-8.54% Aug 30, 2024 - Oct 16, 2024
#11	-0.97% Sep 5, 2024 - Sep 11, 2024	-7.85% Nov 24, 2021 - Dec 17, 2021
#12	-0.83% Sep 25, 2024 - Sep 30, 2024	-7.57% May 21, 2019 - Jun 5, 2019
#13	-0.74% Jul 2, 2025 - Jul 14, 2025	-6.41% Feb 6, 2026 - Apr 8, 2026
#14	-0.73% Aug 13, 2025 - Aug 19, 2025	-5.54% Dec 17, 2021 - Dec 27, 2021
#15	-0.70% Jun 29, 2021 - Jul 30, 2021	-5.21% Jan 22, 2026 - Feb 2, 2026