PFG vs KOF
Comparison between Principal Financial Group Inc (PFG, Company) and Coca-Cola Femsa S.A.B. DE C.V. (KOF, Company).
PFG is from the Financial Services sector, while KOF is from the Consumer Defensive sector.
5-Year PerformanceKOF has outperformed PFG, delivering a return of +22.3% compared to +12.5%
PFG vs KOF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PFG vs KOF - Historical Returns
Returns include dividend reinvestment.
PFG vs KOF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PFG | KOF |
|---|---|---|
| 2026 | +13.41% | +12.71% |
| 2025 | +18.35% | +27.20% |
| 2024 | +1.32% | -12.89% |
| 2023 | -2.65% | +50.77% |
| 2022 | +18.61% | +30.32% |
| 2021 | +55.49% | +26.07% |
| 2020 | -6.29% | -19.99% |
| 2019 | +29.23% | +0.73% |
| 2018 | -34.82% | -12.02% |
| 2017 | +23.96% | +12.69% |
| 2016 | +35.95% | -6.24% |
| 2015 | -10.53% | -15.08% |
| 2014 | +9.56% | -25.53% |
| 2013 | +73.71% | -18.94% |
| 2012 | +16.26% | +58.05% |
| 2011 | -24.66% | +16.71% |
| 2010 | +32.83% | +25.69% |
| 2009 | +3.84% | +47.81% |
| 2008 | -65.93% | -8.50% |
| 2007 | +17.59% | +32.80% |
| 2006 | +24.67% | +40.41% |
| 2005 | +18.46% | +16.98% |
| 2004 | +26.09% | +14.29% |
| 2003 | +9.71% | +16.13% |
| 2002 | +27.56% | -12.73% |
| 2001 | +14.29% | -16.36% |
| 2000 | N/A | +28.89% |
| 1999 | N/A | +23.75% |
PFG vs KOF Drawdown Comparison
The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.
The maximum drawdown for KOF was -74.85%, occurring on Apr 1, 2020. This drawdown has not yet recovered.
The current PFG drawdown is -1.03%. The current KOF drawdown is -6.78%.
| Rank | PFG | KOF |
|---|---|---|
| #1 | -91.47% Dec 24, 2007 - Nov 10, 2016 | -74.85% Apr 23, 2013 - Apr 1, 2020 |
| #2 | -64.71% Jan 26, 2018 - May 5, 2021 | -57.74% Jun 5, 2008 - Dec 14, 2009 |
| #3 | -29.31% Nov 11, 2022 - Oct 11, 2024 | -43.16% Apr 18, 2002 - Jul 15, 2005 |
| #4 | -26.00% Jun 28, 2002 - Dec 23, 2002 | -30.06% Mar 16, 2000 - Jul 20, 2000 |
| #5 | -22.42% Oct 17, 2024 - Dec 5, 2025 | -29.33% Jan 3, 2001 - Mar 6, 2002 |
| #6 | -21.12% Feb 9, 2022 - Aug 12, 2022 | -21.42% May 8, 2006 - Oct 31, 2006 |
| #7 | -17.66% Apr 27, 2007 - Oct 1, 2007 | -20.92% Jul 9, 2007 - Dec 21, 2007 |
| #8 | -16.25% Dec 23, 2002 - May 15, 2003 | -17.71% Feb 2, 2007 - Jun 7, 2007 |
| #9 | -13.46% Jan 28, 2002 - Apr 4, 2002 | -16.60% Jul 3, 2012 - Oct 4, 2012 |
| #10 | -12.59% Feb 17, 2004 - Oct 4, 2004 | -15.73% Aug 1, 2011 - Jan 26, 2012 |
| #11 | -11.96% Feb 26, 2026 - Apr 22, 2026 | -15.56% Dec 9, 1999 - Feb 10, 2000 |
| #12 | -11.61% Feb 7, 2005 - Jun 27, 2005 | -13.83% Jan 3, 2011 - May 10, 2011 |
| #13 | -11.55% Jun 16, 2003 - Dec 2, 2003 | -13.76% Dec 24, 2009 - Mar 2, 2010 |
| #14 | -10.65% May 17, 2021 - Aug 11, 2021 | -12.74% Aug 2, 2005 - Jan 6, 2006 |
| #15 | -10.58% Sep 12, 2022 - Oct 18, 2022 | -11.83% Apr 26, 2010 - Aug 17, 2010 |
Correlation
Correlation between PFG and KOF is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
PFG vs KOF dividend yield comparison.
| Year | PFG | KOF |
|---|---|---|
| 2026 | 0.80% | 1.03% |
| 2025 | 3.49% | 4.09% |
| 2024 | 3.68% | 4.20% |
| 2023 | 3.30% | 3.37% |
| 2022 | 3.05% | 3.99% |
| 2021 | 3.37% | 4.59% |
| 2020 | 4.52% | 5.22% |
| 2019 | 3.96% | 2.75% |
| 2018 | 4.75% | 2.95% |
| 2017 | 2.65% | 2.52% |
| 2016 | 2.78% | 2.84% |
| 2015 | 3.33% | 2.74% |
| 2014 | 2.46% | 2.51% |
| 2013 | 1.99% | 1.89% |
| 2012 | 2.73% | 1.30% |
| 2011 | 2.85% | 2.14% |
| 2010 | 1.69% | 1.37% |
| 2009 | 2.08% | 0.83% |
| 2008 | 1.99% | 1.11% |
| 2007 | 1.31% | 0.82% |
| 2006 | 1.36% | 0.86% |
| 2005 | 1.37% | 1.13% |
| 2004 | 1.34% | 1.03% |
| 2003 | 1.36% | 0.00% |
| 2002 | 0.83% | 2.30% |
| 2001 | 0.00% | 0.99% |
| 2000 | 0.00% | 0.63% |
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