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MXF vs PPT

Comparison between Mexico Fund Inc (MXF, ETF) and Putnam Premier Income Trust (PPT, ETF).

5-Year PerformanceMXF has outperformed PPT, delivering a return of +12.7% compared to +2.2%

MXF vs PPT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MXF
$356M
PPT
$356M
Max Drawdown
MXF
84.70%
Winner
PPT
55.93%
Sharpe Ratio
Winner
MXF
1.39
PPT
-0.16
5Y Beta
MXF
0.60
Winner
PPT
0.17
5Y Dividends CAGR
Winner
MXF
51.15%
PPT
-4.90%

MXF vs PPT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MXF
+0.19%
PPT
-0.69%
3M
Winner
MXF
+1.95%
PPT
-1.46%
6M
Winner
MXF
+13.12%
PPT
+0.71%
1Y
Winner
MXF
+33.07%
PPT
+1.68%
5Y(CAGR)
Winner
MXF
+12.74%
PPT
+2.20%
10Y(CAGR)
Winner
MXF
+7.63%
PPT
+4.65%
Max(CAGR)
Winner
MXF
+9.45%
PPT
+5.18%

MXF vs PPT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMXFPPT
2026+9.21%+0.53%
2025+58.74%+7.79%
2024-26.66%+6.99%
2023+33.75%+6.84%
2022-1.64%-7.73%
2021+16.95%-1.49%
2020+0.98%-6.64%
2019+9.27%+24.45%
2018-13.61%-4.90%
2017+15.48%+13.55%
2016-9.76%+8.31%
2015-11.91%-0.16%
2014-20.72%+2.17%
2013+7.89%+4.98%
2012+42.43%+12.03%
2011-13.18%-9.55%
2010+39.80%+13.24%
2009+56.67%+71.49%
2008-45.06%-32.16%
2007-10.43%+1.68%
2006+48.31%+11.38%
2005+44.97%-0.21%
2004+33.87%+7.34%
2003+39.75%+15.78%
2002-18.37%+9.95%
2001+32.91%+7.46%
2000-14.07%+2.27%
1999+20.86%-11.81%

MXF vs PPT Drawdown Comparison

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

The maximum drawdown for PPT was -49.68%, occurring on Nov 21, 2008. Recovery took 318 trading sessions.

The current MXF drawdown is -4.67%. The current PPT drawdown is -3.62%.

RankMXFPPT
#1-71.79%
Oct 26, 2007 - Jul 16, 2012
-49.68%
May 21, 2008 - Aug 25, 2009
#2-69.74%
Apr 2, 2013 - Aug 8, 2025
-31.74%
Jan 15, 2020 - May 1, 2025
#3-40.98%
Apr 10, 2002 - Jan 5, 2004
-22.13%
Jun 3, 2011 - Apr 22, 2014
#4-34.42%
Mar 8, 2000 - May 22, 2001
-17.27%
Nov 1, 1999 - Jan 18, 2001
#5-28.66%
Jul 5, 2001 - Jan 3, 2002
-13.54%
Jun 25, 2014 - Sep 8, 2016
#6-23.35%
May 10, 2006 - Oct 5, 2006
-12.78%
Nov 1, 2010 - May 5, 2011
#7-16.67%
Apr 2, 2004 - Dec 1, 2004
-12.64%
Jun 7, 2001 - Apr 23, 2002
#8-16.64%
Jul 13, 2007 - Oct 26, 2007
-12.13%
Jun 13, 2002 - Jan 6, 2003
#9-16.15%
Mar 7, 2005 - Jun 15, 2005
-11.98%
May 14, 2018 - Apr 5, 2019
#10-14.03%
Feb 27, 2026 - Mar 20, 2026
-10.83%
Mar 17, 2004 - Sep 16, 2004
#11-11.90%
Feb 23, 2007 - May 18, 2007
-9.44%
Jan 14, 2008 - May 16, 2008
#12-11.19%
Jan 14, 2000 - Feb 4, 2000
-9.26%
Jul 3, 2003 - Dec 15, 2003
#13-10.85%
Oct 5, 2012 - Dec 20, 2012
-9.03%
Apr 27, 2010 - Jun 22, 2010
#14-9.19%
Feb 10, 2000 - Mar 2, 2000
-7.20%
Jul 11, 2005 - Aug 28, 2006
#15-8.94%
Oct 3, 2005 - Nov 10, 2005
-7.12%
Jul 3, 2007 - Jan 14, 2008

Correlation

Correlation between MXF and PPT is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2000 - 2026)

MXF vs PPT dividend yield comparison.

YearMXFPPT
20263.27%3.78%
20254.67%8.81%
20246.67%8.76%
20234.19%8.74%
20224.88%8.60%
20212.29%7.31%
20203.15%8.84%
20197.28%7.73%
20185.13%6.84%
20173.37%5.85%
20165.03%6.28%
201510.90%6.30%
201413.83%5.94%
201310.84%5.74%
20128.32%6.52%
201114.63%10.98%
20109.02%10.99%
20098.25%12.20%
200823.02%12.51%
20072.56%5.81%
200610.06%5.60%
200510.25%7.59%
20043.29%7.11%
20031.86%7.37%
200215.17%8.82%
200117.69%9.65%
20000.86%4.33%

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