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WDI vs VEL

Comparison between Western Asset Diversified Income Fund (WDI, Company) and Velocity Financial Inc (VEL, Company).

Both WDI and VEL are from the Financial Services sector.

5-Year PerformanceVEL has outperformed WDI, delivering a return of +6.0% compared to +2.7%

WDI vs VEL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
WDI
$685M
VEL
$684M
Max Drawdown
Winner
WDI
39.79%
VEL
83.13%
Sharpe Ratio
Winner
WDI
-0.20
VEL
-0.38
5Y Beta
WDI
0.39
Winner
VEL
0.35
Industry
WDI
Asset Management
VEL
Mortgage Finance
P/E Ratio
Winner
WDI
9.57
VEL
17.59
PEG Ratio
WDI
6.05
Winner
VEL
0.33
5Y EPS CAGR
WDI
N/A
VEL
11.42%
Debt to Equity
WDI
48.06%
Winner
VEL
0.00%
Free Cash Flow Yield
Winner
WDI
13.47%
VEL
3.87%
P/S Ratio
WDI
9.45
Winner
VEL
2.52
P/B Ratio
Winner
WDI
0.90
VEL
0.99

WDI vs VEL - Historical Returns

Returns include dividend reinvestment.

1M
WDI
-1.79%
Winner
VEL
+0.92%
3M
Winner
WDI
+2.12%
VEL
-1.29%
6M
Winner
WDI
-0.94%
VEL
-10.36%
1Y
Winner
WDI
+0.90%
VEL
-8.54%
5Y(CAGR)
WDI
+2.73%
Winner
VEL
+5.95%
Max(CAGR)
WDI
+2.73%
Winner
VEL
+4.18%

WDI vs VEL - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearWDIVEL
2026+1.08%-10.13%
2025+9.24%+8.58%
2024+12.76%+20.22%
2023+23.55%+81.26%
2022-24.12%-28.94%
2021-5.66%+123.56%
2020N/A-53.89%

WDI vs VEL Drawdown Comparison

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

The maximum drawdown for VEL was -83.13%, occurring on Apr 3, 2020. Recovery took 941 trading sessions.

The current WDI drawdown is -4.72%. The current VEL drawdown is -15.41%.

RankWDIVEL
#1-32.46%
Aug 6, 2021 - Jul 10, 2024
-83.13%
Feb 20, 2020 - Nov 14, 2023
#2-14.15%
Feb 25, 2025 - May 30, 2025
-22.09%
Nov 14, 2023 - Mar 18, 2024
#3-8.46%
Sep 12, 2025 - May 1, 2026
-21.48%
Dec 16, 2024 - May 9, 2025
#4-6.72%
Sep 30, 2024 - Feb 5, 2025
-13.14%
Mar 21, 2024 - May 31, 2024
#5-5.36%
May 1, 2026 - Jun 8, 2026
-6.83%
Jul 16, 2024 - Sep 5, 2024
#6-2.83%
Aug 1, 2024 - Aug 14, 2024
-5.08%
Sep 19, 2024 - Nov 12, 2024
#7-1.53%
Jul 15, 2024 - Jul 23, 2024
-4.07%
Jun 5, 2024 - Jul 11, 2024
#8-1.43%
Aug 16, 2024 - Sep 5, 2024
-3.51%
Mar 18, 2024 - Mar 21, 2024
#9-1.27%
Jul 23, 2024 - Jul 26, 2024
-3.33%
Jan 21, 2020 - Jan 29, 2020
#10-1.22%
Jun 16, 2025 - Jun 27, 2025
-3.30%
Jan 30, 2020 - Feb 12, 2020
#11-0.97%
Sep 5, 2024 - Sep 11, 2024
-2.21%
Nov 12, 2024 - Nov 25, 2024
#12-0.83%
Sep 25, 2024 - Sep 30, 2024
-0.97%
Dec 4, 2024 - Dec 11, 2024
#13-0.74%
Jul 2, 2025 - Jul 14, 2025
-0.97%
Dec 11, 2024 - Dec 16, 2024
#14-0.73%
Aug 13, 2025 - Aug 19, 2025
-0.69%
Feb 13, 2020 - Feb 20, 2020
#15-0.70%
Jun 29, 2021 - Jul 30, 2021
-0.54%
May 31, 2024 - Jun 4, 2024

Correlation

Correlation between WDI and VEL is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

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