MCI vs MXF

Comparison between Barings Corporate Investors (MCI, ETF) and Mexico Fund Inc (MXF, ETF).

5-Year PerformanceMXF has outperformed MCI, delivering a return of +12.9% compared to +11.8%

MCI vs MXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MCI(ETF)	MXF(ETF)
Net Assets	$356M	$355M
Max Drawdown	64.05%	84.70%
Sharpe Ratio	-0.27	1.10
5Y Beta	0.15	0.59
5Y Dividends CAGR	15.81%	53.82%

Net Assets

Winner

MCI

$356M

MXF

$355M

Max Drawdown

Winner

MCI

64.05%

MXF

84.70%

Sharpe Ratio

MCI

-0.27

Winner

MXF

1.10

5Y Beta

Winner

MCI

0.15

MXF

0.59

5Y Dividends CAGR

MCI

15.81%

Winner

MXF

53.82%

MCI vs MXF - Historical Returns

Returns include dividend reinvestment.

Period	MCI	MXF
1 month	+9.97%	+2.97%
3 months	+7.10%	+2.19%
6 months	-10.86%	-0.08%
1 year	-7.71%	+27.38%
5 years(CAGR)	+11.75%	+12.93%
10 years(CAGR)	+7.44%	+7.62%
Max(CAGR)	+10.95%	+9.52%

Winner

MCI

+9.97%

MXF

+2.97%

Winner

MCI

+7.10%

MXF

+2.19%

MCI

-10.86%

Winner

MXF

-0.08%

MCI

-7.71%

Winner

MXF

+27.38%

5Y(CAGR)

MCI

+11.75%

Winner

MXF

+12.93%

10Y(CAGR)

MCI

+7.44%

Winner

MXF

+7.62%

Max(CAGR)

Winner

MCI

+10.95%

MXF

+9.52%

MCI vs MXF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MCI	MXF
2026	+0.23%	+13.16%
2025	-2.24%	+58.74%
2024	+25.47%	-26.66%
2023	+44.43%	+33.75%
2022	-5.06%	-1.64%
2021	+28.28%	+16.95%
2020	-15.03%	+0.98%
2019	+20.89%	+9.27%
2018	+2.87%	-13.61%
2017	+6.96%	+15.48%
2016	-3.80%	-9.76%
2015	+19.34%	-11.91%
2014	+14.78%	-20.72%
2013	+2.90%	+7.89%
2012	-4.33%	+42.43%
2011	+24.49%	-13.18%
2010	+31.19%	+39.80%
2009	+44.56%	+56.67%
2008	-27.72%	-45.06%
2007	-6.42%	-10.43%
2006	+23.05%	+48.31%
2005	+15.14%	+44.97%
2004	+35.66%	+33.87%
2003	+28.22%	+39.75%
2002	-0.10%	-18.37%
2001	-0.01%	+32.91%
2000	+18.33%	-14.07%
1999	+15.71%	+20.86%

MCI vs MXF Drawdown Comparison

The maximum drawdown for MCI was -57.11%, occurring on Mar 9, 2009. Recovery took 887 trading sessions.

The maximum drawdown for MXF was -71.79%, occurring on Mar 2, 2009. Recovery took 1188 trading sessions.

The current MCI drawdown is -19.60%. The current MXF drawdown is -1.21%.

Rank	MCI	MXF
#1	-57.11% Feb 7, 2007 - Aug 16, 2010	-71.79% Oct 26, 2007 - Jul 16, 2012
#2	-44.64% Feb 14, 2020 - Aug 11, 2021	-69.74% Apr 2, 2013 - Aug 8, 2025
#3	-27.99% Feb 20, 2025 - Aug 4, 2026	-40.98% Apr 10, 2002 - Jan 5, 2004
#4	-24.09% Aug 15, 2016 - Feb 22, 2019	-34.42% Mar 8, 2000 - May 22, 2001
#5	-22.89% Aug 27, 2001 - Aug 21, 2003	-28.66% Jul 5, 2001 - Jan 3, 2002
#6	-20.91% Jan 18, 2022 - Jun 13, 2023	-23.35% May 10, 2006 - Oct 5, 2006
#7	-20.24% May 26, 2011 - Oct 6, 2011	-16.67% Apr 2, 2004 - Dec 1, 2004
#8	-20.21% Jan 17, 2012 - Jan 16, 2013	-16.64% Jul 13, 2007 - Oct 26, 2007
#9	-19.37% Feb 16, 2000 - May 26, 2000	-16.15% Mar 7, 2005 - Jun 15, 2005
#10	-17.12% May 22, 2013 - Nov 17, 2014	-14.03% Feb 27, 2026 - Mar 20, 2026
#11	-13.04% Mar 7, 2001 - May 15, 2001	-11.90% Feb 23, 2007 - May 18, 2007
#12	-12.54% Feb 14, 2005 - Jun 17, 2005	-11.19% Jan 14, 2000 - Feb 4, 2000
#13	-12.46% Dec 5, 2011 - Jan 17, 2012	-10.85% Oct 5, 2012 - Dec 20, 2012
#14	-12.18% Dec 17, 1999 - Feb 16, 2000	-9.19% Feb 10, 2000 - Mar 2, 2000
#15	-11.79% Nov 18, 2010 - Feb 15, 2011	-8.94% Oct 3, 2005 - Nov 10, 2005

Correlation

Correlation between MCI and MXF is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (1999 - 2026)

MCI vs MXF dividend yield comparison.

Year	MCI	MXF
2026	2.20%	4.81%
2025	8.82%	4.67%
2024	8.29%	6.67%
2023	7.70%	4.19%
2022	7.31%	4.88%
2021	6.01%	2.29%
2020	7.28%	3.15%
2019	7.12%	7.28%
2018	8.16%	5.13%
2017	7.86%	3.37%
2016	7.75%	5.03%
2015	6.96%	10.90%
2014	7.55%	13.83%
2013	8.04%	10.84%
2012	10.47%	8.32%
2011	7.50%	14.63%
2010	7.07%	9.02%
2009	8.61%	8.25%
2008	11.22%	23.02%
2007	8.51%	2.56%
2006	7.11%	10.06%
2005	7.62%	10.25%
2004	7.58%	3.29%
2003	6.46%	1.86%
2002	7.39%	15.17%
2001	9.08%	17.69%
2000	12.55%	0.86%
1999	6.83%	0.00%