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