COAL vs MXE
Comparison between RANGE GLOBAL COAL INDEX ETF (COAL, ETF) and Mexico Equity And Income Fund Inc (MXE, ETF).
COAL vs MXE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
COAL
$70M
Winner
MXE
$71M
Expense Ratio
COAL
0.85%
MXE
N/A
Max Drawdown
Winner
COAL
43.33%
MXE
93.12%
Sharpe Ratio
Winner
COAL
1.63
MXE
1.26
5Y Beta
COAL
0.68
Winner
MXE
0.51
5Y Dividends CAGR
COAL
N/A
MXE
34.66%
COAL vs MXE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
COAL
+3.33%
MXE
+0.18%
3M
Winner
COAL
+6.38%
MXE
-1.94%
6M
Winner
COAL
+20.25%
MXE
+11.39%
1Y
Winner
COAL
+62.44%
MXE
+31.55%
5Y(CAGR)
COAL
N/A
MXE
+3.42%
10Y(CAGR)
COAL
N/A
MXE
+2.91%
Max(CAGR)
COAL
+4.91%
Winner
MXE
+8.85%
COAL vs MXE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | COAL | MXE |
|---|---|---|
| 2026 | +15.78% | +5.20% |
| 2025 | +12.04% | +54.22% |
| 2024 | -16.03% | -26.01% |
| 2023 | N/A | +30.53% |
| 2022 | N/A | -1.90% |
| 2021 | N/A | -9.07% |
| 2020 | N/A | -18.08% |
| 2019 | N/A | +13.88% |
| 2018 | N/A | -2.88% |
| 2017 | N/A | +12.33% |
| 2016 | N/A | -12.33% |
| 2015 | N/A | -8.41% |
| 2014 | N/A | -2.60% |
| 2013 | N/A | +14.89% |
| 2012 | N/A | +42.27% |
| 2011 | N/A | -13.48% |
| 2010 | N/A | +45.00% |
| 2009 | N/A | +15.91% |
| 2008 | N/A | -46.64% |
| 2007 | N/A | +19.96% |
| 2006 | N/A | +58.18% |
| 2005 | N/A | -2.40% |
| 2004 | N/A | +64.98% |
| 2003 | N/A | +35.38% |
| 2002 | N/A | -18.94% |
| 2001 | N/A | +19.72% |
| 2000 | N/A | -5.78% |
| 1999 | N/A | +34.27% |
COAL vs MXE Drawdown Comparison
The maximum drawdown for COAL was -42.30%, occurring on Apr 7, 2025. Recovery took 381 trading sessions.
The maximum drawdown for MXE was -81.73%, occurring on Mar 9, 2009. Recovery took 1741 trading sessions.
The current COAL drawdown is -4.93%. The current MXE drawdown is -7.46%.
| Rank | COAL | MXE |
|---|---|---|
| #1 | -42.30% Jul 3, 2024 - Jan 9, 2026 | -81.73% Jul 24, 2007 - Jun 23, 2014 |
| #2 | -13.42% Mar 27, 2026 - May 19, 2026 | -59.01% Sep 5, 2014 - Jan 26, 2026 |
| #3 | -12.60% Feb 1, 2024 - Jun 3, 2024 | -41.00% Mar 9, 2000 - Jan 21, 2004 |
| #4 | -9.16% Jan 23, 2026 - Mar 19, 2026 | -25.98% Dec 15, 2005 - Sep 15, 2006 |
| #5 | -8.51% Jun 3, 2024 - Jul 3, 2024 | -25.07% Mar 8, 2005 - Sep 6, 2005 |
| #6 | -3.07% Mar 24, 2026 - Mar 27, 2026 | -23.19% Apr 13, 2004 - Nov 4, 2004 |
| #7 | -1.96% Mar 19, 2026 - Mar 24, 2026 | -18.50% Feb 26, 2007 - Mar 26, 2007 |
| #8 | -1.06% Jan 12, 2026 - Jan 14, 2026 | -14.14% Feb 20, 2026 - Mar 20, 2026 |
| #9 | -0.95% Jan 24, 2024 - Jan 29, 2024 | -13.07% May 1, 2007 - Jun 20, 2007 |
| #10 | -0.84% Jan 15, 2026 - Jan 21, 2026 | -10.54% Jan 3, 2005 - Feb 4, 2005 |
| #11 | -0.56% Jan 29, 2024 - Feb 1, 2024 | -10.48% Dec 27, 2006 - Feb 5, 2007 |
| #12 | N/A | -8.59% Oct 3, 2005 - Nov 14, 2005 |
| #13 | N/A | -7.79% Apr 10, 2007 - Apr 25, 2007 |
| #14 | N/A | -6.54% Oct 26, 2006 - Nov 20, 2006 |
| #15 | N/A | -6.40% Dec 1, 2004 - Dec 23, 2004 |
Correlation
Correlation between COAL and MXE is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.62
-101
Dividend Comparison (1999 - 2025)
COAL vs MXE dividend yield comparison.
| Year | COAL | MXE |
|---|---|---|
| 2025 | 2.63% | 1.89% |
| 2024 | 1.80% | 3.71% |
| 2023 | 0.00% | 2.69% |
| 2019 | 0.00% | 1.04% |
| 2018 | 0.00% | 0.01% |
| 2017 | 0.00% | 0.47% |
| 2015 | 0.00% | 5.20% |
| 2014 | 0.00% | 12.83% |
| 2013 | 0.00% | 14.29% |
| 2012 | 0.00% | 1.33% |
| 2010 | 0.00% | 0.20% |
| 2008 | 0.00% | 108.23% |
| 2007 | 0.00% | 30.17% |
| 2006 | 0.00% | 11.91% |
| 2005 | 0.00% | 0.94% |
| 2003 | 0.00% | 0.19% |
| 2000 | 0.00% | 7.87% |
| 1999 | 0.00% | 1.34% |
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