The Mexico Fund (MXF) 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 MXF. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXF
MXF charges 0.02% annually. No mutual funds in the Latin America Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mexico Equity and Income Fund Inc | 0.02% | — | May 1990 | MXF vs MXE | |
| DWS Latin America Equity Fund | 1.26% | — | Dec 1992 | MXF vs SLAFX | |
| Fidelity Advisor Latin America Fund Class A | 1.33% | — | Sep 2010 | MXF vs FLFAX | |
| T. Rowe Price Latin America Fund | 1.46% | — | Dec 1993 | MXF vs PRLAX | |
| DWS Latin America Equity Fund Class A | 1.51% | — | May 2001 | MXF vs SLANX |
Best Risk-Adjusted Alternatives to MXF
MXF has a PortfoliosLab risk / return rank of 50. No mutual funds in the Latin America Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 30.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Mexico Equity and Income Fund Inc | 30 | — | May 1990 | MXF vs MXE | |
| DWS Latin America Equity Fund | 26 | — | Dec 1992 | MXF vs SLAFX | |
| DWS Latin America Equity Fund Class A | 26 | — | May 2001 | MXF vs SLANX | |
| T. Rowe Price Latin America Fund | 23 | — | Dec 1993 | MXF vs PRLAX |
Top Performing MXF Alternatives (YTD)
MXF is at 11.07% YTD. No mutual funds in the Latin America Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 8.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| DWS Latin America Equity Fund | 8.49% | — | Dec 1992 | MXF vs SLAFX | |
| DWS Latin America Equity Fund Class A | 8.33% | — | May 2001 | MXF vs SLANX | |
| T. Rowe Price Latin America Fund | 7.60% | — | Dec 1993 | MXF vs PRLAX | |
| Mexico Equity and Income Fund Inc | 3.95% | — | May 1990 | MXF vs MXE |
Lowest Volatility Alternatives to MXF
MXF has 20.44% 1-year volatility. No mutual funds in the Latin America Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 21.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Mexico Equity and Income Fund Inc | 21.29% | — | May 1990 | MXF vs MXE | |
| DWS Latin America Equity Fund | 21.78% | — | Dec 1992 | MXF vs SLAFX | |
| DWS Latin America Equity Fund Class A | 21.78% | — | May 2001 | MXF vs SLANX | |
| T. Rowe Price Latin America Fund | 22.01% | — | Dec 1993 | MXF vs PRLAX |
Lowest Drawdown Alternatives to MXF
MXF has a 1-year max drawdown of -14.03%. There are 3 mutual funds in the Latin America Equities category with shallower 1-year drawdowns, going as shallow as -13.65%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DWS Latin America Equity Fund | -13.65% | — | Dec 1992 | MXF vs SLAFX | |
| DWS Latin America Equity Fund Class A | -13.70% | — | May 2001 | MXF vs SLANX | |
| T. Rowe Price Latin America Fund | -13.94% | — | Dec 1993 | MXF vs PRLAX | |
| Mexico Equity and Income Fund Inc | -14.14% | — | May 1990 | MXF vs MXE |
Often Compared With MXF
Investors most often compare MXF with ADX, VOO. These 2 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Adams Diversified Equity Fund, Inc. | Large Cap Blend Equities | 61 | 11.06% | — | Jan 1990 | MXF vs ADX | |
| Vanguard S&P 500 ETF | S&P 500 | 59 | 8.19% | 1.70T | Sep 2010 | MXF vs VOO |
Compare MXF with Any Fund or Stock
Compare MXF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXF with funds that move differently
The Mexico Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXF.
Explore MXF Diversifiers