Mexico Equity Competition

Funds . USA . 
Fund . Mexico Equity And
MXE Fund  USD 7.97  0.03  0.38%   
Mexico Equity And competes with Korea Closed, Western Asset, New Germany, MFS Charter, and Nuveen Core; as well as few others. The fund is not categorized under any group at the present time. Analyzing Mexico Equity competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Mexico Equity to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Mexico Equity Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Mexico Equity competition on your existing holdings.
  
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Mexico Equity's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
6.917.969.01
Details
Intrinsic
Valuation
LowRealHigh
7.018.069.11
Details

Mexico Equity Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Mexico Equity and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Mexico and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Mexico Equity And does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
PNF
+ 0.93
PYN
NQP
+ 0.84
MUE
NQP
+ 0.83
PYN
ENX
+ 0.8
MUE
PNF
+ 0.79
NQP
GF
+ 0.76
KF
  
High negative correlations   
ENX
- 0.42
KF
PNF
- 0.25
MCR
EHI
- 0.17
KF
ENX
- 0.15
GF
MCR
- 0.12
GF
PNF
- 0.1
EHI

Risk-Adjusted Indicators

There is a big difference between Mexico Fund performing well and Mexico Equity Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Mexico Equity's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
KF  0.96 (0.15) 0.00 (0.56) 0.00 
 0.00 
 2.19 
(2.49)
 5.03 
EHI  0.60  0.06  0.06  0.21  0.64 
(0.69)
 1.22 
(1.20)
 3.03 
GF  0.78 (0.16) 0.00 (0.63) 0.00 
 0.00 
 1.34 
(1.64)
 4.97 
MCR  0.42  0.01 (0.02) 0.07  0.53 
(0.49)
 0.65 
(0.96)
 3.56 
NPCT  0.53 (0.13) 0.00 (2.11) 0.00 
 0.00 
 0.95 
(1.27)
 3.94 
PYN  0.51 (0.09) 0.00 (1.64) 0.00 
 0.00 
 0.88 
(1.17)
 3.07 
MUE  0.62 (0.04) 0.00 (0.13) 0.00 
 0.00 
 0.89 
(1.35)
 3.18 
NQP  0.53 (0.10) 0.00 (0.55) 0.00 
 0.00 
 0.90 
(1.27)
 2.78 
ENX  0.58 (0.02) 0.00  0.46  0.00 
 0.00 
 0.95 
(1.35)
 3.55 
PNF  0.45 (0.14) 0.00 (1.69) 0.00 
 0.00 
 0.81 
(1.13)
 2.49 
All Fundamental Data

Mexico Equity Competitive Analysis

The better you understand Mexico Equity competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Mexico Equity's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Mexico Equity's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
MXE KF EHI GF MCR NPCT PYN MUE NQP ENX
 0.38 
 7.97 
Mexico
 0.10 
 19.78 
Korea
 0.89 
 6.82 
Western
 0.38 
 7.87 
New
 0.16 
 6.30 
MFS
 0.38 
 10.53 
Nuveen
 0.17 
 5.74 
Pimco
 0.30 
 10.18 
Blackrock
 0.71 
 11.30 
Nuveen
 0.32 
 9.54 
Eaton
Market Volatility
(90 Days Market Risk)
Not too volatile
Very steady
Not too volatile
Not too volatile
Very steady
Very steady
Not too volatile
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
Very Weak
OK
Very Weak
Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Very Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Strong Buy
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Cautious Hold
Cautious Hold
Hold
Hold
Cautious Hold
Hold
Cautious Hold
Hold
Cautious Hold
Hold
Current Ratio
N/A
2.39
0.07
1.04
0.11
N/A
0.56
0.21
0.05
12.91
Net Asset
N/A
N/A
N/A
N/A
386.45 M
536.96 M
N/A
N/A
N/A
283.9 M
Profit Margin
-211.5
N/A
-138.48
N/A
1.01
N/A
-297.09
-223.63
33.29
0.46
EBITDA
N/A
N/A
N/A
N/A
16.47 M
N/A
N/A
N/A
N/A
2.76 M
Price To Book
0.88
0.51
0.68
0.38
0.93
0.88
0.86
0.71
0.73
0.87
Operating Margin
32.62
38.69
84.66
19.36
0.9
N/A
77.11
84.04
82.17
0.84
Current Valuation
39.91 M
99.86 M
230.66 M
130.06 M
359.68 M
N/A
71.16 M
391.82 M
713.32 M
267.27 M
Five Year Return
-1.58
-0.71
0.11
-2.89
8.82
N/A
-2.73
-0.36
-0.48
4.47
Retained Earnings
(41.53 M)
N/A
(123.21 M)
(57.28 M)
(66.04 M)
(192.13 M)
N/A
(23.84 M)
(10.4 M)
(30.47 M)
One Year Return
-24.74
-11.88
3.8
-8.94
N/A
N/A
-1.62
0.35
-2.03
N/A
Beta
0.95
1.02
0.74
1.19
0.7
N/A
0.63
0.42
0.31
0.58
Number Of Employees
7
11
17
18
30
N/A
27
17
22
17
Shares Outstanding
4.4 M
5.04 M
22.7 M
15.75 M
42.01 M
28.75 M
5.73 M
22.52 M
37.38 M
17.96 M
Three Year Return
0.85
-11.51
-2.12
-13.69
N/A
N/A
-6.41
-3.09
-3.5
N/A
Cash Flow From Operations
N/A
N/A
24.94 M
N/A
37.57 M
N/A
11.25 M
26.57 M
44.05 M
15.9 M
Annual Yield
0.0494
0.37
0.0071
0.0118
0.087
0.11
0.0053
0.0097
0.0055
0.0509
Total Debt
N/A
N/A
77 M
14.47 M
95 M
122.73 M
2.22 M
179.18 M
331.56 M
88.09 M
Return On Equity
-8.83
-40.35
-14.14
-47.6
0.0785
N/A
-12.89
-13.26
1.85
0.029
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
0.85
0.48
3.61
0.19
0.0324
N/A
1.91
1.91
1.77
0.0215
Number Of Shares Shorted
3.58 K
888
14.33 K
26.79 K
38.77 K
23.45 K
19.12 K
20.69 K
9.52 K
4.57 K
Book Value Per Share
10.42
47.09
10.59
21.87
6.76
N/A
9.15
14.44
15.64
10.74
Total Asset
67.17 M
N/A
556.11 M
257.62 M
386.45 M
536.96 M
N/A
476.79 M
358.06 M
283.9 M
Last Dividend Paid
0.12
9.11
0.8
1.66
0.54
N/A
0.43
0.5
0.44
0.39
Debt To Equity
N/A
2.5
0.4
0.042
0.31
N/A
0.031
0.66
0.58
0.55
Short Ratio
0.39
0.06
0.3
1.47
0.34
0.39
1.68
0.27
0.15
0.5
Target Price
N/A
N/A
N/A
N/A
3.67
N/A
N/A
N/A
N/A
68.24
Shares Owned By Institutions
34.08
83.94
24.83
49.55
35.96
42.8
N/A
21.72
12.89
51.16
Market Capitalization
36.15 M
150.3 M
184.76 M
170.74 M
264.69 M
301.64 M
46.04 M
252.29 M
460.19 M
176.56 M
Price To Earning
3.3
1.82
6.38
1.3
10.73
N/A
27.21
13.98
47.63
36.45
Price To Sales
27.01
29.03
7.38
30.46
11.82
9.09
13.59
13.01
13.3
13.91
Net Income
(3.16 M)
(83.88 M)
(30.74 M)
(124.69 M)
16.47 M
N/A
(9.88 M)
(39.71 M)
10.69 M
29.5 M
Earnings Per Share
2.78
13.17
1.13
6.32
0.54
1.13
0.29
0.73
0.24
0.31
Year To Date Return
1.25
5.74
3.14
0.51
N/A
N/A
0.15
0.53
0.31
N/A
Revenue
1.5 M
4.17 M
22.2 M
4.25 M
16.99 M
N/A
3.33 M
17.76 M
32.12 M
29.79 M
Cash And Equivalents
85
956.49 K
458.2 K
296.61 K
251.96 K
N/A
1 K
30.09 K
5.16 M
1.33 M
Cash Per Share
N/A
0.19
0.02
0.02
0.01
N/A
N/A
N/A
0.14
0.07
Gross Profit
1.5 M
4.17 M
22.2 M
3.37 M
22.4 M
N/A
3.37 M
17.76 M
32.12 M
11.43 M
Day Typical Price
8.01
19.9
6.82
7.9
6.31
10.53
5.75
10.21
11.29
9.53
Accumulation Distribution
0.0136
0.0174
0.0073
0.0101
0.0095
1423.72
0.0069
0.0078
0.0071
0.0177
Market Facilitation Index
0.11
0.35
0.05
0.08
0.06
N/A
0.04
0.08
0.08
0.17
Daily Balance Of Power
(0.27)
(0.06)
1.2
0.375
0.1667
0.8
0.25
0.375
1.0
0.1765
Period Momentum Indicator
(0.03)
(0.02)
0.06
0.03
0.01
0.04
0.01
0.03
0.08
0.03
Rate Of Daily Change
1.0
1.0
1.01
1.0
1.0
1.0
1.0
1.0
1.01
1.0
Day Median Price
8.03
19.95
6.82
7.91
6.31
10.54
5.75
10.22
11.28
9.52
Price Action Indicator
(0.07)
(0.18)
0.035
(0.03)
(0.01)
0.015
(0.01)
(0.03)
0.06
0.03
Coefficient Of Variation
(759.61)
(991.45)
1008.68
(727.33)
3544.33
(594.90)
(784.85)
(2,595)
(804.83)
(4,666)
Mean Deviation
0.8025
0.9594
0.6014
0.7782
0.4227
0.5312
0.5109
0.6216
0.5302
0.5777
Jensen Alpha
(0.15)
(0.15)
0.0605
(0.16)
0.0052
(0.13)
(0.09)
(0.04)
(0.1)
(0.02)
Total Risk Alpha
(0.17)
(0.17)
0.0485
(0.18)
(0.01)
(0.14)
(0.11)
(0.06)
(0.11)
(0.04)
Sortino Ratio
N/A
N/A
0.06
N/A
(0.02)
N/A
N/A
N/A
N/A
N/A
Downside Variance
N/A
N/A
0.6136
N/A
0.4843
N/A
N/A
N/A
N/A
N/A
Standard Deviation
1.05
1.3
0.7738
1.05
0.6123
0.7032
0.6492
0.7548
0.6754
0.7376
Kurtosis
0.9592
0.7354
0.8522
2.37
5.73
0.9308
(0.13)
(0.37)
(0.42)
(0.03)
Potential Upside
1.71
2.19
1.22
1.34
0.6504
0.9515
0.8772
0.8911
0.9017
0.9524
Treynor Ratio
(1.07)
(0.56)
0.2104
(0.63)
0.069
(2.11)
(1.64)
(0.13)
(0.55)
0.4608
Maximum Drawdown
5.88
5.03
3.03
4.97
3.56
3.94
3.07
3.18
2.78
3.55
Variance
1.1
1.69
0.5988
1.09
0.3749
0.4945
0.4215
0.5697
0.4561
0.544
Market Risk Adjusted Performance
(1.06)
(0.55)
0.2204
(0.62)
0.079
(2.10)
(1.63)
(0.12)
(0.54)
0.4708
Risk Adjusted Performance
(0.11)
(0.08)
0.0821
(0.11)
0.0199
(0.14)
(0.11)
(0.03)
(0.11)
(0.02)
Skewness
0.3889
0.1802
0.2587
(0.20)
1.07
(0.33)
(0.21)
(0.46)
(0.12)
(0.32)
Semi Deviation
N/A
N/A
0.6416
N/A
0.5251
N/A
N/A
N/A
N/A
N/A
Information Ratio
(0.16)
(0.12)
0.0608
(0.17)
(0.02)
(0.21)
(0.17)
(0.08)
(0.17)
(0.06)
Value At Risk
(1.71)
(2.49)
(1.20)
(1.64)
(0.96)
(1.27)
(1.17)
(1.35)
(1.27)
(1.35)
Expected Short fall
N/A
N/A
(0.69)
N/A
(0.49)
N/A
N/A
N/A
N/A
N/A
Downside Deviation
N/A
N/A
0.7833
N/A
0.6959
N/A
N/A
N/A
N/A
N/A
Semi Variance
N/A
N/A
0.4116
N/A
0.2757
N/A
N/A
N/A
N/A
N/A

Mexico Equity Competition Performance Charts

Five steps to successful analysis of Mexico Equity Competition

Mexico Equity's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Mexico Equity And in relation to its competition. Mexico Equity's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Mexico Equity in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Mexico Equity's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Mexico Equity And, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Mexico Equity position

In addition to having Mexico Equity in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Utilities - Regulated Electric Thematic Idea Now

Utilities - Regulated Electric
Utilities - Regulated Electric Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Utilities - Regulated Electric theme has 6 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Utilities - Regulated Electric Theme or any other thematic opportunities.
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Other Information on Investing in Mexico Fund

Mexico Equity financial ratios help investors to determine whether Mexico Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mexico with respect to the benefits of owning Mexico Equity security.
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