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AMX vs. V
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AMX and V is 0.35, 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. V - 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 Visa Inc. (V). The values are adjusted to include any dividend payments, if applicable.

0.00%500.00%1,000.00%1,500.00%2,000.00%2,500.00%AugustSeptemberOctoberNovemberDecember2025
-24.78%
2,404.14%
AMX
V

Key characteristics

Sharpe Ratio

AMX:

-0.78

V:

1.33

Sortino Ratio

AMX:

-0.98

V:

1.81

Omega Ratio

AMX:

0.89

V:

1.25

Calmar Ratio

AMX:

-0.55

V:

1.80

Martin Ratio

AMX:

-1.35

V:

4.56

Ulcer Index

AMX:

14.46%

V:

4.91%

Daily Std Dev

AMX:

25.15%

V:

16.88%

Max Drawdown

AMX:

-64.34%

V:

-51.90%

Current Drawdown

AMX:

-33.91%

V:

-2.03%

Fundamentals

Market Cap

AMX:

$44.15B

V:

$612.00B

EPS

AMX:

$0.58

V:

$9.73

PE Ratio

AMX:

24.67

V:

32.48

PEG Ratio

AMX:

1.24

V:

2.10

Total Revenue (TTM)

AMX:

$632.28B

V:

$27.29B

Gross Profit (TTM)

AMX:

$393.74B

V:

$21.66B

EBITDA (TTM)

AMX:

$205.29B

V:

$19.33B

Returns By Period

In the year-to-date period, AMX achieves a 0.77% return, which is significantly higher than V's -0.52% return. Over the past 10 years, AMX has underperformed V with an annualized return of -0.67%, while V has yielded a comparatively higher 17.97% annualized return.


AMX

YTD

0.77%

1M

-3.61%

6M

-14.23%

1Y

-18.42%

5Y*

0.67%

10Y*

-0.67%

V

YTD

-0.52%

1M

0.44%

6M

17.34%

1Y

22.80%

5Y*

11.46%

10Y*

17.97%

*Annualized

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Risk-Adjusted Performance

AMX vs. V - 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 Visa Inc. (V). 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 -0.78, compared to the broader market-4.00-2.000.002.00-0.781.33
The chart of Sortino ratio for AMX, currently valued at -0.98, compared to the broader market-4.00-2.000.002.004.00-0.981.81
The chart of Omega ratio for AMX, currently valued at 0.89, compared to the broader market0.501.001.502.000.891.25
The chart of Calmar ratio for AMX, currently valued at -0.55, compared to the broader market0.002.004.006.00-0.551.80
The chart of Martin ratio for AMX, currently valued at -1.35, compared to the broader market0.005.0010.0015.0020.0025.00-1.354.56
AMX
V

The current AMX Sharpe Ratio is -0.78, which is lower than the V Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of AMX and V, 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-1.00-0.500.000.501.001.50AugustSeptemberOctoberNovemberDecember2025
-0.78
1.33
AMX
V

Dividends

AMX vs. V - Dividend Comparison

AMX's dividend yield for the trailing twelve months is around 3.51%, more than V's 0.68% yield.


TTM20242023202220212020201920182017201620152014
AMX
América Móvil, S.A.B. de C.V.
3.51%3.53%120.36%4.00%1.88%2.42%2.29%2.30%1.91%3.39%8.96%1.63%
V
Visa Inc.
0.68%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%

Drawdowns

AMX vs. V - Drawdown Comparison

The maximum AMX drawdown since its inception was -64.34%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for AMX and V. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-33.73%
-2.03%
AMX
V

Volatility

AMX vs. V - Volatility Comparison

América Móvil, S.A.B. de C.V. (AMX) has a higher volatility of 8.02% compared to Visa Inc. (V) at 4.60%. This indicates that AMX's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%AugustSeptemberOctoberNovemberDecember2025
8.02%
4.60%
AMX
V

Financials

AMX vs. V - Financials Comparison

This section allows you to compare key financial metrics between América Móvil, S.A.B. de C.V. and Visa 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
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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.

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