FMX vs MSCI
Comparison between Fomento Economico Mexicano S.A.B. de C.V. (FMX, Company) and MSCI Inc (MSCI, Company).
FMX is from the Consumer Defensive sector, while MSCI is from the Financial Services sector.
5-Year PerformanceFMX has outperformed MSCI, delivering a return of +13.6% compared to +4.1%
FMX vs MSCI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FMX vs MSCI - Historical Returns
Returns include dividend reinvestment.
FMX vs MSCI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FMX | MSCI |
|---|---|---|
| 2026 | +31.61% | +3.60% |
| 2025 | +28.80% | -2.69% |
| 2024 | -31.46% | +9.21% |
| 2023 | +70.83% | +23.97% |
| 2022 | +3.23% | -21.13% |
| 2021 | +4.94% | +40.95% |
| 2020 | -19.29% | +69.23% |
| 2019 | +10.05% | +77.76% |
| 2018 | -9.19% | +16.88% |
| 2017 | +24.72% | +62.75% |
| 2016 | -14.89% | +12.99% |
| 2015 | +9.71% | +53.19% |
| 2014 | -6.79% | +10.40% |
| 2013 | -0.30% | +36.07% |
| 2012 | +45.84% | -5.55% |
| 2011 | +25.52% | -16.53% |
| 2010 | +13.44% | +21.83% |
| 2009 | +52.58% | +70.51% |
| 2008 | -17.43% | -47.53% |
| 2007 | -1.34% | +47.13% |
| 2006 | +58.38% | N/A |
| 2005 | +40.25% | N/A |
| 2004 | +45.24% | N/A |
| 2003 | +3.17% | N/A |
| 2002 | +7.35% | N/A |
| 2001 | +21.90% | N/A |
| 2000 | -31.29% | N/A |
| 1999 | +35.34% | N/A |
FMX vs MSCI Drawdown Comparison
The maximum drawdown for FMX was -61.02%, occurring on Oct 27, 2008. Recovery took 335 trading sessions.
The maximum drawdown for MSCI was -69.06%, occurring on Nov 20, 2008. Recovery took 750 trading sessions.
The current FMX drawdown is -2.24%. The current MSCI drawdown is -9.73%.
| Rank | FMX | MSCI |
|---|---|---|
| #1 | -61.02% Aug 6, 2008 - Dec 3, 2009 | -69.06% Dec 31, 2007 - Dec 21, 2010 |
| #2 | -51.74% Apr 12, 2013 - Jun 8, 2023 | -43.74% Nov 16, 2021 - Jun 1, 2026 |
| #3 | -49.34% Mar 9, 2000 - Mar 4, 2004 | -36.06% Dec 27, 2010 - Sep 16, 2013 |
| #4 | -41.25% Feb 14, 2024 - May 5, 2026 | -32.21% Feb 19, 2020 - Apr 27, 2020 |
| #5 | -31.81% Feb 14, 2007 - Apr 10, 2008 | -25.58% Sep 4, 2018 - Feb 28, 2019 |
| #6 | -22.99% May 9, 2006 - Sep 12, 2006 | -14.93% Jul 31, 2015 - Nov 2, 2015 |
| #7 | -18.38% Jan 7, 2010 - Aug 2, 2010 | -14.85% Jul 18, 2019 - Nov 1, 2019 |
| #8 | -18.11% Apr 2, 2004 - Dec 8, 2004 | -14.11% Aug 31, 2016 - Feb 3, 2017 |
| #9 | -16.84% Feb 11, 2000 - Mar 3, 2000 | -13.71% Jul 27, 2020 - Nov 4, 2020 |
| #10 | -16.38% Mar 1, 2005 - Jun 30, 2005 | -13.50% May 18, 2020 - Jul 6, 2020 |
| #11 | -15.97% Jul 27, 2011 - Oct 27, 2011 | -13.49% Sep 18, 2014 - Nov 24, 2014 |
| #12 | -15.38% Aug 29, 2023 - Nov 2, 2023 | -13.30% Dec 29, 2015 - Feb 22, 2016 |
| #13 | -14.87% Oct 27, 2011 - Feb 1, 2012 | -13.21% Jan 12, 2021 - Apr 12, 2021 |
| #14 | -14.21% Jan 14, 2000 - Feb 8, 2000 | -12.38% Mar 12, 2014 - Jul 1, 2014 |
| #15 | -12.54% Sep 9, 2005 - Jan 3, 2006 | -11.20% Sep 24, 2021 - Oct 29, 2021 |
Correlation
Correlation between FMX and MSCI is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
FMX vs MSCI dividend yield comparison.
| Year | FMX | MSCI |
|---|---|---|
| 2026 | 4.16% | 0.71% |
| 2025 | 8.42% | 1.25% |
| 2024 | 3.64% | 1.07% |
| 2023 | 1.60% | 0.98% |
| 2022 | 2.17% | 0.98% |
| 2021 | 1.47% | 0.59% |
| 2020 | 1.88% | 0.65% |
| 2019 | 1.62% | 0.98% |
| 2018 | 1.73% | 1.30% |
| 2017 | 1.43% | 1.04% |
| 2016 | 1.77% | 1.27% |
| 2015 | 1.49% | 1.11% |
| 2014 | 0.00% | 0.38% |
| 2013 | 3.19% | 0.00% |
| 2012 | 1.39% | 0.00% |
| 2011 | 1.57% | 0.00% |
| 2010 | 1.11% | 0.00% |
| 2009 | 1.51% | 0.00% |
| 2008 | 1.52% | 0.00% |
| 2007 | 1.07% | 0.00% |
| 2006 | 1.34% | 0.00% |
| 2005 | 1.66% | 0.00% |
| 2004 | 1.78% | 0.00% |
| 2003 | 2.11% | 0.00% |
| 2002 | 3.82% | 0.00% |
| 2001 | 2.62% | 0.00% |
| 2000 | 1.66% | 0.00% |
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