Mexico Equity and Income Fund Inc (MXE) belongs to the Latin America Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MXE. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXE
MXE charges 0.02% annually. There is 1 mutual fund in the Latin America Equities category with a lower expense ratio, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| The Mexico Fund | 0.02% | — | Jun 1981 | MXE vs MXF | |
| DWS Latin America Equity Fund | 1.26% | — | Dec 1992 | MXE vs SLAFX | |
| Fidelity Advisor Latin America Fund Class A | 1.33% | — | Sep 2010 | MXE vs FLFAX | |
| T. Rowe Price Latin America Fund | 1.46% | — | Dec 1993 | MXE vs PRLAX | |
| DWS Latin America Equity Fund Class A | 1.51% | — | May 2001 | MXE vs SLANX |
Best Risk-Adjusted Alternatives to MXE
MXE has a PortfoliosLab risk / return rank of 40. There is 1 mutual fund in the Latin America Equities category with a higher risk-adjusted rank, going as high as 44.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| The Mexico Fund | 44 | — | Jun 1981 | MXE vs MXF | |
| DWS Latin America Equity Fund | 27 | — | Dec 1992 | MXE vs SLAFX | |
| DWS Latin America Equity Fund Class A | 26 | — | May 2001 | MXE vs SLANX | |
| T. Rowe Price Latin America Fund | 20 | — | Dec 1993 | MXE vs PRLAX |
Top Performing MXE Alternatives (YTD)
MXE is at 9.05% YTD. There is 1 mutual fund in the Latin America Equities category with a higher YTD return, going as high as 11.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| The Mexico Fund | 11.84% | — | Jun 1981 | MXE vs MXF | |
| DWS Latin America Equity Fund | 8.60% | — | Dec 1992 | MXE vs SLAFX | |
| DWS Latin America Equity Fund Class A | 8.47% | — | May 2001 | MXE vs SLANX | |
| T. Rowe Price Latin America Fund | 6.06% | — | Dec 1993 | MXE vs PRLAX |
Lowest Volatility Alternatives to MXE
MXE has 20.23% 1-year volatility. There is 1 mutual fund in the Latin America Equities category with lower 1-year volatility, going as low as 20.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| The Mexico Fund | 20.03% | — | Jun 1981 | MXE vs MXF | |
| DWS Latin America Equity Fund | 21.30% | — | Dec 1992 | MXE vs SLAFX | |
| DWS Latin America Equity Fund Class A | 21.30% | — | May 2001 | MXE vs SLANX | |
| T. Rowe Price Latin America Fund | 21.57% | — | Dec 1993 | MXE vs PRLAX |
Lowest Drawdown Alternatives to MXE
MXE has a 1-year max drawdown of -14.14%. There are 4 mutual funds in the Latin America Equities category with shallower 1-year drawdowns, going as shallow as -12.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DWS Latin America Equity Fund | -12.83% | — | Dec 1992 | MXE vs SLAFX | |
| DWS Latin America Equity Fund Class A | -12.85% | — | May 2001 | MXE vs SLANX | |
| T. Rowe Price Latin America Fund | -13.65% | — | Dec 1993 | MXE vs PRLAX | |
| The Mexico Fund | -14.03% | — | Jun 1981 | MXE vs MXF |
Often Compared With MXE
Investors most often compare MXE with SPY. These 1 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 74 | 11.33% | 781.00B | Jan 1993 | MXE vs SPY |
Compare MXE with Any Fund or Stock
Compare MXE with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXE with funds that move differently
Mexico Equity and Income Fund Inc alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXE.
Explore MXE Diversifiers