MXE vs MMAX
Comparison between Mexico Equity And Income Fund Inc (MXE, ETF) and ISHARES LARGE CAP MAX BUFFER MAR ETF (MMAX, ETF).
MXE vs MMAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MXE
$73M
MMAX
$72M
Expense Ratio
MXE
N/A
MMAX
0.50%
Max Drawdown
MXE
93.12%
Winner
MMAX
1.93%
Sharpe Ratio
MXE
1.29
Winner
MMAX
2.55
5Y Beta
MXE
0.51
Winner
MMAX
0.11
5Y Dividends CAGR
MXE
34.66%
MMAX
N/A
MXE vs MMAX - Historical Returns
Returns include dividend reinvestment.
1M
MXE
-4.34%
Winner
MMAX
+0.04%
3M
MXE
+1.68%
Winner
MMAX
+2.10%
6M
Winner
MXE
+8.49%
MMAX
+3.43%
1Y
Winner
MXE
+28.86%
MMAX
+7.11%
5Y(CAGR)
MXE
+2.71%
MMAX
N/A
10Y(CAGR)
MXE
+2.54%
MMAX
N/A
Max(CAGR)
Winner
MXE
+8.77%
MMAX
+7.44%
MXE vs MMAX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MXE | MMAX |
|---|---|---|
| 2026 | +3.39% | +2.80% |
| 2025 | +54.22% | +5.88% |
| 2024 | -26.01% | N/A |
| 2023 | +30.53% | N/A |
| 2022 | -1.90% | N/A |
| 2021 | -9.07% | N/A |
| 2020 | -18.08% | N/A |
| 2019 | +13.88% | N/A |
| 2018 | -2.88% | N/A |
| 2017 | +12.33% | N/A |
| 2016 | -12.33% | N/A |
| 2015 | -8.41% | N/A |
| 2014 | -2.60% | N/A |
| 2013 | +14.89% | N/A |
| 2012 | +42.27% | N/A |
| 2011 | -13.48% | N/A |
| 2010 | +45.00% | N/A |
| 2009 | +15.91% | N/A |
| 2008 | -46.64% | N/A |
| 2007 | +19.96% | N/A |
| 2006 | +58.18% | N/A |
| 2005 | -2.40% | N/A |
| 2004 | +64.98% | N/A |
| 2003 | +35.38% | N/A |
| 2002 | -18.94% | N/A |
| 2001 | +19.72% | N/A |
| 2000 | -5.78% | N/A |
| 1999 | +34.27% | N/A |
MXE vs MMAX Drawdown Comparison
The maximum drawdown for MXE was -81.73%, occurring on Mar 9, 2009. Recovery took 1741 trading sessions.
The maximum drawdown for MMAX was -1.93%, occurring on Apr 4, 2025. Recovery took 21 trading sessions.
The current MXE drawdown is -9.05%. The current MMAX drawdown is -0.35%.
| Rank | MXE | MMAX |
|---|---|---|
| #1 | -81.73% Jul 24, 2007 - Jun 23, 2014 | -1.93% Apr 2, 2025 - May 2, 2025 |
| #2 | -59.01% Sep 5, 2014 - Jan 26, 2026 | -0.36% May 5, 2025 - May 12, 2025 |
| #3 | -41.00% Mar 9, 2000 - Jan 21, 2004 | -0.35% May 16, 2025 - Jun 2, 2025 |
| #4 | -25.98% Dec 15, 2005 - Sep 15, 2006 | -0.35% Jun 2, 2026 - Jun 5, 2026 |
| #5 | -25.07% Mar 8, 2005 - Sep 6, 2005 | -0.34% Nov 12, 2025 - Nov 25, 2025 |
| #6 | -23.19% Apr 13, 2004 - Nov 4, 2004 | -0.28% May 13, 2025 - May 16, 2025 |
| #7 | -18.50% Feb 26, 2007 - Mar 26, 2007 | -0.27% Aug 18, 2025 - Aug 22, 2025 |
| #8 | -14.14% Feb 20, 2026 - Mar 20, 2026 | -0.23% Oct 27, 2025 - Nov 10, 2025 |
| #9 | -13.07% May 1, 2007 - Jun 20, 2007 | -0.23% Feb 2, 2026 - Feb 9, 2026 |
| #10 | -10.54% Jan 3, 2005 - Feb 4, 2005 | -0.20% May 11, 2026 - May 22, 2026 |
| #11 | -10.48% Dec 27, 2006 - Feb 5, 2007 | -0.17% Jul 29, 2025 - Aug 6, 2025 |
| #12 | -8.59% Oct 3, 2005 - Nov 14, 2005 | -0.17% Oct 9, 2025 - Oct 14, 2025 |
| #13 | -7.79% Apr 10, 2007 - Apr 25, 2007 | -0.17% Jan 9, 2026 - Jan 22, 2026 |
| #14 | -6.54% Oct 26, 2006 - Nov 20, 2006 | -0.16% Jun 12, 2025 - Jun 23, 2025 |
| #15 | -6.40% Dec 1, 2004 - Dec 23, 2004 | -0.13% Mar 4, 2026 - Mar 10, 2026 |
Correlation
Correlation between MXE and MMAX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (1999 - 2025)
MXE vs MMAX dividend yield comparison.
| Year | MXE | MMAX |
|---|---|---|
| 2025 | 1.89% | 1.31% |
| 2024 | 3.71% | 0.00% |
| 2023 | 2.69% | 0.00% |
| 2019 | 1.04% | 0.00% |
| 2018 | 0.01% | 0.00% |
| 2017 | 0.47% | 0.00% |
| 2015 | 5.20% | 0.00% |
| 2014 | 12.83% | 0.00% |
| 2013 | 14.29% | 0.00% |
| 2012 | 1.33% | 0.00% |
| 2010 | 0.20% | 0.00% |
| 2008 | 108.23% | 0.00% |
| 2007 | 30.17% | 0.00% |
| 2006 | 11.91% | 0.00% |
| 2005 | 0.94% | 0.00% |
| 2003 | 0.19% | 0.00% |
| 2000 | 7.87% | 0.00% |
| 1999 | 1.34% | 0.00% |
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