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PPT vs MXF

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

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

PPT vs MXF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

PPT vs MXF - Historical Returns

Returns include dividend reinvestment.

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

PPT vs MXF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

PPT vs MXF Drawdown Comparison

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

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

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

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

Correlation

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

0.84
-101

Dividend Comparison (2000 - 2026)

PPT vs MXF dividend yield comparison.

YearPPTMXF
20263.78%3.27%
20258.81%4.67%
20248.76%6.67%
20238.74%4.19%
20228.60%4.88%
20217.31%2.29%
20208.84%3.15%
20197.73%7.28%
20186.84%5.13%
20175.85%3.37%
20166.28%5.03%
20156.30%10.90%
20145.94%13.83%
20135.74%10.84%
20126.52%8.32%
201110.98%14.63%
201010.99%9.02%
200912.20%8.25%
200812.51%23.02%
20075.81%2.56%
20065.60%10.06%
20057.59%10.25%
20047.11%3.29%
20037.37%1.86%
20028.82%15.17%
20019.65%17.69%
20004.33%0.86%

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