FMX vs VTR
Comparison between Fomento Economico Mexicano S.A.B. de C.V. (FMX, Company) and Ventas Inc (VTR, Company).
FMX is from the Consumer Defensive sector, while VTR is from the Real Estate sector.
5-Year PerformanceFMX has outperformed VTR, delivering a return of +13.1% compared to +11.4%
FMX vs VTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FMX vs VTR - Historical Returns
Returns include dividend reinvestment.
FMX vs VTR - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FMX | VTR |
|---|---|---|
| 2026 | +32.04% | +9.17% |
| 2025 | +28.80% | +37.23% |
| 2024 | -31.46% | +20.45% |
| 2023 | +70.83% | +14.27% |
| 2022 | +3.23% | -9.97% |
| 2021 | +4.94% | +12.72% |
| 2020 | -19.29% | -7.55% |
| 2019 | +10.05% | +6.46% |
| 2018 | -9.19% | +3.84% |
| 2017 | +24.72% | +1.31% |
| 2016 | -14.89% | +15.51% |
| 2015 | +9.71% | -7.59% |
| 2014 | -6.79% | +31.98% |
| 2013 | -0.30% | -8.26% |
| 2012 | +45.84% | +21.30% |
| 2011 | +25.52% | +7.02% |
| 2010 | +13.44% | +26.54% |
| 2009 | +52.58% | +46.10% |
| 2008 | -17.43% | -20.28% |
| 2007 | -1.34% | +13.16% |
| 2006 | +58.38% | +34.99% |
| 2005 | +40.25% | +24.19% |
| 2004 | +45.24% | +29.52% |
| 2003 | +3.17% | +106.66% |
| 2002 | +7.35% | +4.13% |
| 2001 | +21.90% | +118.55% |
| 2000 | -31.29% | +66.92% |
| 1999 | +35.34% | -19.28% |
FMX vs VTR Drawdown Comparison
The maximum drawdown for FMX was -61.02%, occurring on Oct 27, 2008. Recovery took 335 trading sessions.
The maximum drawdown for VTR was -76.93%, occurring on Mar 18, 2020. Recovery took 1232 trading sessions.
The current FMX drawdown is -1.92%. The current VTR drawdown is -7.15%.
| Rank | FMX | VTR |
|---|---|---|
| #1 | -61.02% Aug 6, 2008 - Dec 3, 2009 | -76.93% Oct 4, 2019 - Aug 28, 2024 |
| #2 | -51.74% Apr 12, 2013 - Jun 8, 2023 | -64.16% Sep 19, 2008 - Mar 16, 2010 |
| #3 | -49.34% Mar 9, 2000 - Mar 4, 2004 | -45.78% Nov 1, 1999 - Aug 1, 2000 |
| #4 | -41.25% Feb 14, 2024 - May 5, 2026 | -33.09% Aug 1, 2016 - Jun 14, 2019 |
| #5 | -31.81% Feb 14, 2007 - Apr 10, 2008 | -32.37% Feb 7, 2007 - Dec 6, 2007 |
| #6 | -22.99% May 9, 2006 - Sep 12, 2006 | -31.13% May 21, 2013 - Jan 12, 2015 |
| #7 | -18.38% Jan 7, 2010 - Aug 2, 2010 | -28.37% Jan 29, 2015 - May 10, 2016 |
| #8 | -18.11% Apr 2, 2004 - Dec 8, 2004 | -26.13% Oct 1, 2002 - May 5, 2003 |
| #9 | -16.84% Feb 11, 2000 - Mar 3, 2000 | -23.74% Apr 2, 2004 - Aug 31, 2004 |
| #10 | -16.38% Mar 1, 2005 - Jun 30, 2005 | -21.52% Apr 28, 2011 - Oct 28, 2011 |
| #11 | -15.97% Jul 27, 2011 - Oct 27, 2011 | -19.49% Apr 25, 2008 - Sep 18, 2008 |
| #12 | -15.38% Aug 29, 2023 - Nov 2, 2023 | -17.32% Aug 21, 2001 - Oct 5, 2001 |
| #13 | -14.87% Oct 27, 2011 - Feb 1, 2012 | -15.30% Aug 1, 2000 - Sep 8, 2000 |
| #14 | -14.21% Jan 14, 2000 - Feb 8, 2000 | -14.22% Nov 15, 2004 - May 31, 2005 |
| #15 | -12.54% Sep 9, 2005 - Jan 3, 2006 | -14.04% Dec 10, 2007 - Mar 20, 2008 |
Correlation
Correlation between FMX and VTR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
FMX vs VTR dividend yield comparison.
| Year | FMX | VTR |
|---|---|---|
| 2026 | 4.15% | 0.62% |
| 2025 | 8.42% | 2.48% |
| 2024 | 3.64% | 3.06% |
| 2023 | 1.60% | 3.61% |
| 2022 | 2.17% | 4.00% |
| 2021 | 1.47% | 3.52% |
| 2020 | 1.88% | 4.37% |
| 2019 | 1.62% | 5.49% |
| 2018 | 1.73% | 5.40% |
| 2017 | 1.43% | 5.19% |
| 2016 | 1.77% | 4.74% |
| 2015 | 1.49% | 20.47% |
| 2014 | 0.00% | 4.14% |
| 2013 | 3.19% | 4.77% |
| 2012 | 1.39% | 3.83% |
| 2011 | 1.57% | 4.17% |
| 2010 | 1.11% | 4.08% |
| 2009 | 1.51% | 4.69% |
| 2008 | 1.52% | 6.11% |
| 2007 | 1.07% | 4.20% |
| 2006 | 1.34% | 3.73% |
| 2005 | 1.66% | 4.50% |
| 2004 | 1.78% | 4.74% |
| 2003 | 2.11% | 4.86% |
| 2002 | 3.82% | 8.30% |
| 2001 | 2.62% | 9.91% |
| 2000 | 1.66% | 16.18% |
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