FMX vs IX
Comparison between Fomento Economico Mexicano S.A.B. de C.V. (FMX, Company) and Orix Corporation (IX, Company).
FMX is from the Consumer Defensive sector, while IX is from the Financial Services sector.
5-Year PerformanceIX has outperformed FMX, delivering a return of +20.3% compared to +11.9%
FMX vs IX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FMX vs IX - Historical Returns
Returns include dividend reinvestment.
FMX vs IX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FMX | IX |
|---|---|---|
| 2026 | +32.03% | +35.54% |
| 2025 | +28.80% | +43.71% |
| 2024 | -31.46% | +18.94% |
| 2023 | +70.83% | +19.23% |
| 2022 | +3.23% | -19.73% |
| 2021 | +4.94% | +34.13% |
| 2020 | -19.29% | -5.55% |
| 2019 | +10.05% | +14.76% |
| 2018 | -9.19% | -16.02% |
| 2017 | +24.72% | +9.60% |
| 2016 | -14.89% | +14.83% |
| 2015 | +9.71% | +11.37% |
| 2014 | -6.79% | -27.49% |
| 2013 | -0.30% | +53.29% |
| 2012 | +45.84% | +35.53% |
| 2011 | +25.52% | -16.25% |
| 2010 | +13.44% | +41.30% |
| 2009 | +52.58% | +20.49% |
| 2008 | -17.43% | -65.61% |
| 2007 | -1.34% | -41.90% |
| 2006 | +58.38% | +11.34% |
| 2005 | +40.25% | +87.14% |
| 2004 | +45.24% | +63.85% |
| 2003 | +3.17% | +26.81% |
| 2002 | +7.35% | -27.50% |
| 2001 | +21.90% | -9.93% |
| 2000 | -31.29% | -57.65% |
| 1999 | +35.34% | +68.00% |
FMX vs IX Drawdown Comparison
The maximum drawdown for FMX was -61.02%, occurring on Oct 27, 2008. Recovery took 335 trading sessions.
The maximum drawdown for IX was -93.82%, occurring on Feb 25, 2009. Recovery took 4866 trading sessions.
The current FMX drawdown is -4.84%. The current IX drawdown is -1.53%.
| Rank | FMX | IX |
|---|---|---|
| #1 | -61.02% Aug 6, 2008 - Dec 3, 2009 | -93.82% Apr 4, 2006 - Aug 7, 2025 |
| #2 | -51.74% Apr 12, 2013 - Jun 8, 2023 | -83.18% Dec 29, 1999 - Dec 14, 2005 |
| #3 | -49.34% Mar 9, 2000 - Mar 4, 2004 | -20.33% Feb 12, 2026 - May 11, 2026 |
| #4 | -41.25% Feb 14, 2024 - May 5, 2026 | -15.58% Jan 9, 2006 - Mar 13, 2006 |
| #5 | -31.81% Feb 14, 2007 - Apr 10, 2008 | -10.33% Nov 5, 1999 - Dec 1, 1999 |
| #6 | -22.99% May 9, 2006 - Sep 12, 2006 | -8.44% Sep 16, 2025 - Nov 12, 2025 |
| #7 | -18.38% Jan 7, 2010 - Aug 2, 2010 | -8.40% Dec 6, 1999 - Dec 17, 1999 |
| #8 | -18.11% Apr 2, 2004 - Dec 8, 2004 | -5.75% Jun 22, 2026 - Jul 15, 2026 |
| #9 | -16.84% Feb 11, 2000 - Mar 3, 2000 | -5.64% Jul 15, 2026 - Jul 20, 2026 |
| #10 | -16.38% Mar 1, 2005 - Jun 30, 2005 | -5.29% Mar 14, 2006 - Mar 20, 2006 |
| #11 | -15.97% Jul 27, 2011 - Oct 27, 2011 | -5.11% May 26, 2026 - Jun 18, 2026 |
| #12 | -15.38% Aug 29, 2023 - Nov 2, 2023 | -4.83% Nov 12, 2025 - Nov 25, 2025 |
| #13 | -14.87% Oct 27, 2011 - Feb 1, 2012 | -3.45% May 13, 2026 - May 20, 2026 |
| #14 | -14.21% Jan 14, 2000 - Feb 8, 2000 | -3.38% Dec 17, 1999 - Dec 22, 1999 |
| #15 | -12.54% Sep 9, 2005 - Jan 3, 2006 | -3.17% Dec 15, 2025 - Dec 23, 2025 |
Correlation
Correlation between FMX and IX is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
FMX vs IX dividend yield comparison.
| Year | FMX | IX |
|---|---|---|
| 2026 | 5.10% | 0.00% |
| 2025 | 8.42% | 3.43% |
| 2024 | 3.64% | 3.63% |
| 2023 | 1.60% | 3.22% |
| 2022 | 2.17% | 1.94% |
| 2021 | 1.47% | 0.00% |
| 2020 | 1.88% | 2.17% |
| 2019 | 1.62% | 0.00% |
| 2018 | 1.73% | 0.00% |
| 2017 | 1.43% | 1.41% |
| 2016 | 1.77% | 2.40% |
| 2015 | 1.49% | 0.00% |
| 2014 | 0.00% | 1.60% |
| 2013 | 3.19% | 0.67% |
| 2012 | 1.39% | 0.94% |
| 2011 | 1.57% | 1.11% |
| 2010 | 1.11% | 0.77% |
| 2009 | 1.51% | 0.97% |
| 2008 | 1.52% | 4.26% |
| 2007 | 1.07% | 0.00% |
| 2006 | 1.34% | 0.12% |
| 2005 | 1.66% | 0.09% |
| 2004 | 1.78% | 0.16% |
| 2003 | 2.11% | 0.16% |
| 2002 | 3.82% | 0.18% |
| 2001 | 2.62% | 0.14% |
| 2000 | 1.66% | 0.11% |
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