PUK vs FMX
Comparison between Prudential plc (PUK, Company) and Fomento Economico Mexicano S.A.B. de C.V. (FMX, Company).
PUK is from the Financial Services sector, while FMX is from the Consumer Defensive sector.
5-Year PerformanceFMX has outperformed PUK, delivering a return of +12.6% compared to -3.5%
PUK vs FMX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PUK vs FMX - Historical Returns
Returns include dividend reinvestment.
PUK vs FMX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PUK | FMX |
|---|---|---|
| 2026 | -2.39% | +26.21% |
| 2025 | +102.41% | +28.80% |
| 2024 | -24.68% | -31.46% |
| 2023 | -19.00% | +70.83% |
| 2022 | -20.88% | +3.23% |
| 2021 | -1.20% | +4.94% |
| 2020 | -2.38% | -19.29% |
| 2019 | +29.52% | +10.05% |
| 2018 | -28.65% | -9.19% |
| 2017 | +30.01% | +24.72% |
| 2016 | -4.56% | -14.89% |
| 2015 | +0.73% | +9.71% |
| 2014 | +6.71% | -6.79% |
| 2013 | +56.31% | -0.30% |
| 2012 | +46.11% | +45.84% |
| 2011 | -2.79% | +25.52% |
| 2010 | +4.41% | +13.44% |
| 2009 | +73.80% | +52.58% |
| 2008 | -53.90% | -17.43% |
| 2007 | +3.47% | -1.34% |
| 2006 | +43.19% | +58.38% |
| 2005 | +15.14% | +40.25% |
| 2004 | +6.69% | +45.24% |
| 2003 | +22.50% | +3.17% |
| 2002 | -38.91% | +7.35% |
| 2001 | -25.12% | +21.90% |
| 2000 | +187.24% | -31.29% |
| 1999 | N/A | +35.34% |
PUK vs FMX Drawdown Comparison
The maximum drawdown for PUK was -82.51%, occurring on Mar 9, 2009. Recovery took 1352 trading sessions.
The maximum drawdown for FMX was -61.02%, occurring on Oct 27, 2008. Recovery took 335 trading sessions.
The current PUK drawdown is -21.02%. The current FMX drawdown is -2.87%.
| Rank | PUK | FMX |
|---|---|---|
| #1 | -82.51% May 7, 2007 - Sep 14, 2012 | -61.02% Aug 6, 2008 - Dec 3, 2009 |
| #2 | -68.74% Jan 3, 2001 - Mar 20, 2006 | -51.74% Apr 12, 2013 - Jun 8, 2023 |
| #3 | -63.59% Oct 7, 2021 - Jan 13, 2025 | -49.34% Mar 9, 2000 - Mar 4, 2004 |
| #4 | -63.54% Jan 24, 2018 - May 7, 2021 | -41.25% Feb 14, 2024 - May 5, 2026 |
| #5 | -41.52% May 21, 2015 - Jul 31, 2017 | -31.81% Feb 14, 2007 - Apr 10, 2008 |
| #6 | -23.52% Mar 20, 2006 - Nov 17, 2006 | -22.99% May 9, 2006 - Sep 12, 2006 |
| #7 | -20.02% May 7, 2021 - Oct 7, 2021 | -18.38% Jan 7, 2010 - Aug 2, 2010 |
| #8 | -19.39% Jul 21, 2000 - Nov 30, 2000 | -18.11% Apr 2, 2004 - Dec 8, 2004 |
| #9 | -15.09% Jan 10, 2014 - Mar 4, 2014 | -16.84% Feb 11, 2000 - Mar 3, 2000 |
| #10 | -14.02% Jan 17, 2007 - Mar 20, 2007 | -16.38% Mar 1, 2005 - Jun 30, 2005 |
| #11 | -13.46% May 21, 2013 - Aug 2, 2013 | -15.97% Jul 27, 2011 - Oct 27, 2011 |
| #12 | -13.11% Aug 25, 2014 - Jan 26, 2015 | -15.38% Aug 29, 2023 - Nov 2, 2023 |
| #13 | -11.07% Aug 12, 2013 - Sep 16, 2013 | -14.87% Oct 27, 2011 - Feb 1, 2012 |
| #14 | -8.82% Mar 14, 2013 - Apr 26, 2013 | -14.21% Jan 14, 2000 - Feb 8, 2000 |
| #15 | -7.41% Mar 12, 2014 - Apr 30, 2014 | -12.54% Sep 9, 2005 - Jan 3, 2006 |
Correlation
Correlation between PUK and FMX is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
PUK vs FMX dividend yield comparison.
| Year | PUK | FMX |
|---|---|---|
| 2026 | 1.24% | 4.34% |
| 2025 | 1.54% | 8.42% |
| 2024 | 2.64% | 3.64% |
| 2023 | 1.72% | 1.60% |
| 2022 | 1.28% | 2.17% |
| 2021 | 4.60% | 1.47% |
| 2020 | 1.70% | 1.88% |
| 2019 | 17.06% | 1.62% |
| 2018 | 3.71% | 1.73% |
| 2017 | 2.33% | 1.43% |
| 2016 | 3.50% | 1.77% |
| 2015 | 2.62% | 1.49% |
| 2014 | 2.53% | 0.00% |
| 2013 | 2.09% | 3.19% |
| 2012 | 2.84% | 1.39% |
| 2011 | 4.05% | 1.57% |
| 2010 | 2.90% | 1.11% |
| 2009 | 2.99% | 1.51% |
| 2008 | 5.57% | 1.52% |
| 2007 | 2.42% | 1.07% |
| 2006 | 2.21% | 1.34% |
| 2005 | 3.02% | 1.66% |
| 2004 | 6.16% | 1.78% |
| 2003 | 4.28% | 2.11% |
| 2002 | 5.50% | 3.82% |
| 2001 | 3.03% | 2.62% |
| 2000 | 0.73% | 1.66% |
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