WEN vs CSWC
Comparison between Wendy`s Co - Class A (WEN, Company) and Capital Southwest Corp (CSWC, Company).
WEN is from the Consumer Cyclical sector, while CSWC is from the Financial Services sector.
5-Year PerformanceCSWC has outperformed WEN, delivering a return of +10.5% compared to -16.8%
WEN vs CSWC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WEN vs CSWC - Historical Returns
Returns include dividend reinvestment.
WEN vs CSWC - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WEN | CSWC |
|---|---|---|
| 2026 | -8.99% | +12.10% |
| 2025 | -45.18% | +12.53% |
| 2024 | -10.84% | +2.15% |
| 2023 | -7.06% | +53.93% |
| 2022 | -2.93% | -25.09% |
| 2021 | +13.80% | +56.93% |
| 2020 | -0.47% | -2.17% |
| 2019 | +45.06% | +19.44% |
| 2018 | -2.41% | +26.83% |
| 2017 | +24.67% | +8.74% |
| 2016 | +29.68% | +15.11% |
| 2015 | +21.44% | -0.79% |
| 2014 | +5.30% | +11.11% |
| 2013 | +90.44% | +36.73% |
| 2012 | -8.63% | +47.03% |
| 2011 | +18.18% | -21.49% |
| 2010 | +0.79% | +30.32% |
| 2009 | -4.80% | -26.01% |
| 2008 | -34.81% | -3.80% |
| 2007 | -56.67% | -5.44% |
| 2006 | +35.84% | +40.63% |
| 2005 | +37.19% | +15.79% |
| 2004 | +17.37% | +26.98% |
| 2003 | +40.09% | +24.14% |
| 2002 | +7.89% | -22.47% |
| 2001 | +0.92% | +26.63% |
| 2000 | +31.73% | -11.61% |
| 1999 | -7.22% | -12.71% |
WEN vs CSWC Drawdown Comparison
The maximum drawdown for WEN was -84.53%, occurring on Oct 27, 2008. Recovery took 2609 trading sessions.
The maximum drawdown for CSWC was -68.36%, occurring on Mar 9, 2009. Recovery took 1514 trading sessions.
The current WEN drawdown is -68.55%. The current CSWC drawdown is -3.50%.
| Rank | WEN | CSWC |
|---|---|---|
| #1 | -84.53% Dec 27, 2006 - May 10, 2017 | -68.36% May 22, 2007 - May 28, 2013 |
| #2 | -72.94% Jun 8, 2021 - Jun 22, 2026 | -61.24% Jan 22, 2020 - Feb 2, 2021 |
| #3 | -68.60% Feb 21, 2020 - Jul 27, 2020 | -42.37% May 31, 2002 - Apr 5, 2004 |
| #4 | -22.66% May 3, 2002 - May 2, 2003 | -37.14% Nov 12, 1999 - Apr 9, 2002 |
| #5 | -20.96% Oct 15, 2020 - Jun 8, 2021 | -33.55% Oct 25, 2021 - Sep 18, 2023 |
| #6 | -18.08% Jan 5, 2004 - Oct 1, 2004 | -28.70% May 19, 2015 - Oct 2, 2017 |
| #7 | -18.02% May 8, 2006 - Oct 5, 2006 | -27.79% Jul 11, 2024 - Jan 8, 2026 |
| #8 | -17.83% Aug 20, 2018 - Apr 4, 2019 | -18.91% Dec 7, 2006 - Mar 21, 2007 |
| #9 | -16.79% Jul 16, 2001 - Jan 18, 2002 | -16.17% Jul 12, 2013 - Jul 1, 2014 |
| #10 | -16.57% May 25, 2017 - Dec 19, 2017 | -15.28% Dec 12, 2018 - Jan 8, 2019 |
| #11 | -14.79% Sep 5, 2019 - Feb 12, 2020 | -15.01% Sep 2, 2014 - Dec 18, 2014 |
| #12 | -14.14% Nov 3, 1999 - Mar 1, 2000 | -14.99% Jun 8, 2021 - Sep 3, 2021 |
| #13 | -13.64% Mar 1, 2000 - May 11, 2000 | -14.20% Jun 17, 2004 - May 18, 2005 |
| #14 | -13.58% Feb 17, 2005 - Jun 29, 2005 | -12.34% Jul 12, 2005 - Jan 17, 2006 |
| #15 | -13.06% Jul 27, 2020 - Oct 8, 2020 | -11.17% Oct 12, 2017 - Mar 8, 2018 |
Correlation
Correlation between WEN and CSWC is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
WEN vs CSWC dividend yield comparison.
| Year | WEN | CSWC |
|---|---|---|
| 2026 | 3.91% | 6.28% |
| 2025 | 8.04% | 11.56% |
| 2024 | 6.13% | 11.59% |
| 2023 | 5.13% | 10.21% |
| 2022 | 2.21% | 12.46% |
| 2021 | 1.80% | 10.13% |
| 2020 | 1.32% | 11.49% |
| 2019 | 1.89% | 13.07% |
| 2018 | 2.18% | 10.77% |
| 2017 | 1.71% | 7.01% |
| 2016 | 1.81% | 2.35% |
| 2015 | 2.09% | 216.86% |
| 2014 | 2.27% | 0.53% |
| 2013 | 2.06% | 2.55% |
| 2012 | 2.13% | 18.46% |
| 2011 | 1.49% | 0.98% |
| 2010 | 1.41% | 0.77% |
| 2009 | 1.28% | 1.02% |
| 2008 | 15.67% | 3.01% |
| 2007 | 8.93% | 0.51% |
| 2006 | 6.28% | 0.48% |
| 2005 | 4.36% | 0.66% |
| 2004 | 5.69% | 0.76% |
| 2003 | 178.26% | 0.97% |
| 2002 | 0.91% | 1.19% |
| 2001 | 0.99% | 0.91% |
| 2000 | 0.49% | 0.38% |
| 1999 | 0.00% | 0.67% |
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