VTR vs FMX
Comparison between Ventas Inc (VTR, Company) and Fomento Economico Mexicano S.A.B. de C.V. (FMX, Company).
VTR is from the Real Estate sector, while FMX is from the Consumer Defensive sector.
5-Year PerformanceFMX has outperformed VTR, delivering a return of +13.1% compared to +11.4%
VTR vs FMX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VTR vs FMX - Historical Returns
Returns include dividend reinvestment.
VTR vs FMX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VTR | FMX |
|---|---|---|
| 2026 | +9.17% | +32.04% |
| 2025 | +37.23% | +28.80% |
| 2024 | +20.45% | -31.46% |
| 2023 | +14.27% | +70.83% |
| 2022 | -9.97% | +3.23% |
| 2021 | +12.72% | +4.94% |
| 2020 | -7.55% | -19.29% |
| 2019 | +6.46% | +10.05% |
| 2018 | +3.84% | -9.19% |
| 2017 | +1.31% | +24.72% |
| 2016 | +15.51% | -14.89% |
| 2015 | -7.59% | +9.71% |
| 2014 | +31.98% | -6.79% |
| 2013 | -8.26% | -0.30% |
| 2012 | +21.30% | +45.84% |
| 2011 | +7.02% | +25.52% |
| 2010 | +26.54% | +13.44% |
| 2009 | +46.10% | +52.58% |
| 2008 | -20.28% | -17.43% |
| 2007 | +13.16% | -1.34% |
| 2006 | +34.99% | +58.38% |
| 2005 | +24.19% | +40.25% |
| 2004 | +29.52% | +45.24% |
| 2003 | +106.66% | +3.17% |
| 2002 | +4.13% | +7.35% |
| 2001 | +118.55% | +21.90% |
| 2000 | +66.92% | -31.29% |
| 1999 | -19.28% | +35.34% |
VTR vs FMX Drawdown Comparison
The maximum drawdown for VTR was -76.93%, occurring on Mar 18, 2020. Recovery took 1232 trading sessions.
The maximum drawdown for FMX was -61.02%, occurring on Oct 27, 2008. Recovery took 335 trading sessions.
The current VTR drawdown is -7.15%. The current FMX drawdown is -1.92%.
| Rank | VTR | FMX |
|---|---|---|
| #1 | -76.93% Oct 4, 2019 - Aug 28, 2024 | -61.02% Aug 6, 2008 - Dec 3, 2009 |
| #2 | -64.16% Sep 19, 2008 - Mar 16, 2010 | -51.74% Apr 12, 2013 - Jun 8, 2023 |
| #3 | -45.78% Nov 1, 1999 - Aug 1, 2000 | -49.34% Mar 9, 2000 - Mar 4, 2004 |
| #4 | -33.09% Aug 1, 2016 - Jun 14, 2019 | -41.25% Feb 14, 2024 - May 5, 2026 |
| #5 | -32.37% Feb 7, 2007 - Dec 6, 2007 | -31.81% Feb 14, 2007 - Apr 10, 2008 |
| #6 | -31.13% May 21, 2013 - Jan 12, 2015 | -22.99% May 9, 2006 - Sep 12, 2006 |
| #7 | -28.37% Jan 29, 2015 - May 10, 2016 | -18.38% Jan 7, 2010 - Aug 2, 2010 |
| #8 | -26.13% Oct 1, 2002 - May 5, 2003 | -18.11% Apr 2, 2004 - Dec 8, 2004 |
| #9 | -23.74% Apr 2, 2004 - Aug 31, 2004 | -16.84% Feb 11, 2000 - Mar 3, 2000 |
| #10 | -21.52% Apr 28, 2011 - Oct 28, 2011 | -16.38% Mar 1, 2005 - Jun 30, 2005 |
| #11 | -19.49% Apr 25, 2008 - Sep 18, 2008 | -15.97% Jul 27, 2011 - Oct 27, 2011 |
| #12 | -17.32% Aug 21, 2001 - Oct 5, 2001 | -15.38% Aug 29, 2023 - Nov 2, 2023 |
| #13 | -15.30% Aug 1, 2000 - Sep 8, 2000 | -14.87% Oct 27, 2011 - Feb 1, 2012 |
| #14 | -14.22% Nov 15, 2004 - May 31, 2005 | -14.21% Jan 14, 2000 - Feb 8, 2000 |
| #15 | -14.04% Dec 10, 2007 - Mar 20, 2008 | -12.54% Sep 9, 2005 - Jan 3, 2006 |
Correlation
Correlation between VTR and FMX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
VTR vs FMX dividend yield comparison.
| Year | VTR | FMX |
|---|---|---|
| 2026 | 0.62% | 4.15% |
| 2025 | 2.48% | 8.42% |
| 2024 | 3.06% | 3.64% |
| 2023 | 3.61% | 1.60% |
| 2022 | 4.00% | 2.17% |
| 2021 | 3.52% | 1.47% |
| 2020 | 4.37% | 1.88% |
| 2019 | 5.49% | 1.62% |
| 2018 | 5.40% | 1.73% |
| 2017 | 5.19% | 1.43% |
| 2016 | 4.74% | 1.77% |
| 2015 | 20.47% | 1.49% |
| 2014 | 4.14% | 0.00% |
| 2013 | 4.77% | 3.19% |
| 2012 | 3.83% | 1.39% |
| 2011 | 4.17% | 1.57% |
| 2010 | 4.08% | 1.11% |
| 2009 | 4.69% | 1.51% |
| 2008 | 6.11% | 1.52% |
| 2007 | 4.20% | 1.07% |
| 2006 | 3.73% | 1.34% |
| 2005 | 4.50% | 1.66% |
| 2004 | 4.74% | 1.78% |
| 2003 | 4.86% | 2.11% |
| 2002 | 8.30% | 3.82% |
| 2001 | 9.91% | 2.62% |
| 2000 | 16.18% | 1.66% |
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