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