PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
AMX vs. BCE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AMX and BCE is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

AMX vs. BCE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in América Móvil, S.A.B. de C.V. (AMX) and BCE Inc. (BCE). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%AugustSeptemberOctoberNovemberDecember
-14.89%
-22.63%
AMX
BCE

Key characteristics

Sharpe Ratio

AMX:

-0.81

BCE:

-1.86

Sortino Ratio

AMX:

-1.04

BCE:

-2.61

Omega Ratio

AMX:

0.88

BCE:

0.67

Calmar Ratio

AMX:

-0.57

BCE:

-0.67

Martin Ratio

AMX:

-1.42

BCE:

-1.88

Ulcer Index

AMX:

14.37%

BCE:

18.91%

Daily Std Dev

AMX:

25.14%

BCE:

19.11%

Max Drawdown

AMX:

-64.34%

BCE:

-60.67%

Current Drawdown

AMX:

-34.41%

BCE:

-51.89%

Fundamentals

Market Cap

AMX:

$44.28B

BCE:

$20.67B

EPS

AMX:

$0.59

BCE:

$0.06

PE Ratio

AMX:

24.59

BCE:

377.67

PEG Ratio

AMX:

1.24

BCE:

1.00

Total Revenue (TTM)

AMX:

$832.99B

BCE:

$24.46B

Gross Profit (TTM)

AMX:

$515.15B

BCE:

$9.21B

EBITDA (TTM)

AMX:

$281.53B

BCE:

$8.19B

Returns By Period

Over the past 10 years, AMX has outperformed BCE with an annualized return of -0.90%, while BCE has yielded a comparatively lower -1.00% annualized return.


AMX

YTD

0.00%

1M

-3.51%

6M

-13.13%

1Y

-20.40%

5Y*

0.49%

10Y*

-0.90%

BCE

YTD

0.00%

1M

-11.79%

6M

-22.28%

1Y

-35.48%

5Y*

-6.82%

10Y*

-1.00%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

AMX vs. BCE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for América Móvil, S.A.B. de C.V. (AMX) and BCE Inc. (BCE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for AMX, currently valued at -0.81, compared to the broader market-4.00-2.000.002.00-0.81-1.86
The chart of Sortino ratio for AMX, currently valued at -1.04, compared to the broader market-4.00-2.000.002.004.00-1.04-2.61
The chart of Omega ratio for AMX, currently valued at 0.88, compared to the broader market0.501.001.502.000.880.67
The chart of Calmar ratio for AMX, currently valued at -0.57, compared to the broader market0.002.004.006.00-0.57-0.67
The chart of Martin ratio for AMX, currently valued at -1.42, compared to the broader market0.005.0010.0015.0020.0025.00-1.42-1.88
AMX
BCE

The current AMX Sharpe Ratio is -0.81, which is higher than the BCE Sharpe Ratio of -1.86. The chart below compares the historical Sharpe Ratios of AMX and BCE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-2.00-1.50-1.00-0.500.00AugustSeptemberOctoberNovemberDecember
-0.81
-1.86
AMX
BCE

Dividends

AMX vs. BCE - Dividend Comparison

AMX's dividend yield for the trailing twelve months is around 3.53%, less than BCE's 12.58% yield.


TTM2023202220212020201920182017201620152014
AMX
América Móvil, S.A.B. de C.V.
3.53%120.36%4.00%1.88%2.42%2.29%2.30%1.91%3.39%8.96%1.63%
BCE
BCE Inc.
12.58%7.28%6.43%5.33%5.76%5.16%5.84%4.63%4.83%5.19%4.84%

Drawdowns

AMX vs. BCE - Drawdown Comparison

The maximum AMX drawdown since its inception was -64.34%, which is greater than BCE's maximum drawdown of -60.67%. Use the drawdown chart below to compare losses from any high point for AMX and BCE. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%AugustSeptemberOctoberNovemberDecember
-34.41%
-51.89%
AMX
BCE

Volatility

AMX vs. BCE - Volatility Comparison

América Móvil, S.A.B. de C.V. (AMX) has a higher volatility of 7.97% compared to BCE Inc. (BCE) at 6.10%. This indicates that AMX's price experiences larger fluctuations and is considered to be riskier than BCE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%AugustSeptemberOctoberNovemberDecember
7.97%
6.10%
AMX
BCE

Financials

AMX vs. BCE - Financials Comparison

This section allows you to compare key financial metrics between América Móvil, S.A.B. de C.V. and BCE Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab