AMX vs. BCE
Compare and contrast key facts about América Móvil, S.A.B. de C.V. (AMX) and BCE Inc. (BCE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMX or BCE.
Key characteristics
| AMX | BCE | |
|---|---|---|
| YTD Return | 19.01% | 5.11% |
| 1Y Return | 4.40% | -11.01% |
| 5Y Return (Ann) | 9.07% | 7.61% |
| 10Y Return (Ann) | 3.73% | 5.52% |
| Sharpe Ratio | 0.15 | -0.58 |
| Daily Std Dev | 25.96% | 19.59% |
| Max Drawdown | -64.36% | -60.66% |
Fundamentals
| AMX | BCE | |
|---|---|---|
| Market Cap | $68.92B | $41.14B |
| EPS | $1.43 | $2.06 |
| PE Ratio | 15.25 | 21.89 |
| PEG Ratio | 0.97 | 2.49 |
| Revenue (TTM) | $847.94B | $24.38B |
| Gross Profit (TTM) | $355.34B | $10.47B |
| EBITDA (TTM) | $332.09B | $8.58B |
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.
AMX vs. BCE - Performance Comparison
In the year-to-date period, AMX achieves a 19.01% return, which is significantly higher than BCE's 5.11% return. Over the past 10 years, AMX has underperformed BCE with an annualized return of 3.73%, while BCE has yielded a comparatively higher 5.52% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AMX vs. BCE - Dividend Comparison
AMX's dividend yield for the trailing twelve months is around 2.04%, less than BCE's 7.76% yield.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMX América Móvil, S.A.B. de C.V. | 2.04% | 2.42% | 1.93% | 2.54% | 2.46% | 2.47% | 2.14% | 2.76% | 10.53% | 2.08% | 1.87% | 1.72% |
BCE BCE Inc. | 7.76% | 6.48% | 5.73% | 6.57% | 6.22% | 7.38% | 6.21% | 6.77% | 7.63% | 7.47% | 8.46% | 8.89% |
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 | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
AMX América Móvil, S.A.B. de C.V. | 0.15 | ||||
BCE BCE Inc. | -0.58 |
AMX vs. BCE - Drawdown Comparison
The maximum AMX drawdown for the period was -24.94%, roughly equal to the maximum BCE drawdown of -23.56%. The drawdown chart below compares losses from any high point along the way for AMX and BCE
AMX vs. BCE - Volatility Comparison
América Móvil, S.A.B. de C.V. (AMX) has a higher volatility of 9.18% compared to BCE Inc. (BCE) at 3.38%. 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.