FMX vs. ADRNY
Compare and contrast key facts about Fomento Económico Mexicano, S.A.B. de C.V. (FMX) and Koninklijke Ahold Delhaize NV ADR (ADRNY).
Performance
FMX vs. ADRNY - Performance Comparison
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FMX vs. ADRNY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMX Fomento Económico Mexicano, S.A.B. de C.V. | 15.80% | 29.05% | -32.57% | 70.14% | 2.91% | 4.05% | -17.78% | 11.64% | -6.85% | 25.12% |
ADRNY Koninklijke Ahold Delhaize NV ADR | 16.73% | 29.32% | 18.13% | 3.51% | -13.54% | 25.58% | 16.59% | 3.28% | 17.79% | 7.51% |
Fundamentals
FMX:
$39.24B
ADRNY:
$42.56B
FMX:
$88.50
ADRNY:
$2.62
FMX:
1.28
ADRNY:
18.19
FMX:
1.27
ADRNY:
4.41
FMX:
0.03
ADRNY:
0.47
FMX:
0.12
ADRNY:
3.00
FMX:
$840.95B
ADRNY:
$92.35B
FMX:
$337.75B
ADRNY:
$24.51B
FMX:
$117.32B
ADRNY:
$6.55B
Returns By Period
In the year-to-date period, FMX achieves a 15.80% return, which is significantly lower than ADRNY's 16.73% return. Over the past 10 years, FMX has underperformed ADRNY with an annualized return of 4.54%, while ADRNY has yielded a comparatively higher 13.89% annualized return.
FMX
- 1D
- 1.84%
- 1M
- 0.69%
- YTD
- 15.80%
- 6M
- 25.17%
- 1Y
- 26.20%
- 3Y*
- 12.05%
- 5Y*
- 12.59%
- 10Y*
- 4.54%
ADRNY
- 1D
- 2.34%
- 1M
- -1.31%
- YTD
- 16.73%
- 6M
- 18.82%
- 1Y
- 31.82%
- 3Y*
- 15.78%
- 5Y*
- 15.00%
- 10Y*
- 13.89%
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Return for Risk
FMX vs. ADRNY — Risk / Return Rank
FMX
ADRNY
FMX vs. ADRNY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fomento Económico Mexicano, S.A.B. de C.V. (FMX) and Koninklijke Ahold Delhaize NV ADR (ADRNY). 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.
| FMX | ADRNY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.53 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.53 | 2.45 | -0.92 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.32 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 2.91 | -1.50 |
Martin ratioReturn relative to average drawdown | 3.56 | 6.74 | -3.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FMX | ADRNY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.53 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.74 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.62 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.57 | -0.25 |
Correlation
The correlation between FMX and ADRNY is 0.19, 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.
Dividends
FMX vs. ADRNY - Dividend Comparison
FMX's dividend yield for the trailing twelve months is around 9.80%, more than ADRNY's 2.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMX Fomento Económico Mexicano, S.A.B. de C.V. | 9.80% | 8.42% | 3.64% | 1.60% | 2.17% | 1.47% | 1.88% | 1.62% | 1.73% | 1.43% | 1.77% | 1.49% |
ADRNY Koninklijke Ahold Delhaize NV ADR | 2.60% | 3.04% | 3.71% | 4.11% | 3.63% | 2.59% | 3.54% | 3.71% | 2.58% | 2.32% | 8.67% | 2.22% |
Drawdowns
FMX vs. ADRNY - Drawdown Comparison
The maximum FMX drawdown since its inception was -61.02%, which is greater than ADRNY's maximum drawdown of -27.42%. Use the drawdown chart below to compare losses from any high point for FMX and ADRNY.
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Drawdown Indicators
| FMX | ADRNY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.02% | -27.42% | -33.60% |
Max Drawdown (1Y)Largest decline over 1 year | -20.85% | -10.85% | -10.00% |
Max Drawdown (5Y)Largest decline over 5 years | -41.26% | -27.42% | -13.84% |
Max Drawdown (10Y)Largest decline over 10 years | -45.45% | -27.42% | -18.03% |
Current DrawdownCurrent decline from peak | -7.61% | -3.31% | -4.30% |
Average DrawdownAverage peak-to-trough decline | -18.85% | -6.78% | -12.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.29% | 4.69% | +3.60% |
Volatility
FMX vs. ADRNY - Volatility Comparison
Fomento Económico Mexicano, S.A.B. de C.V. (FMX) has a higher volatility of 8.38% compared to Koninklijke Ahold Delhaize NV ADR (ADRNY) at 5.69%. This indicates that FMX's price experiences larger fluctuations and is considered to be riskier than ADRNY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FMX | ADRNY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.38% | 5.69% | +2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 17.50% | 15.80% | +1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.08% | 20.89% | +5.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.29% | 20.26% | +5.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.86% | 22.43% | +4.43% |
Financials
FMX vs. ADRNY - Financials Comparison
This section allows you to compare key financial metrics between Fomento Económico Mexicano, S.A.B. de C.V. and Koninklijke Ahold Delhaize NV ADR. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
FMX vs. ADRNY - Profitability Comparison
FMX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Fomento Económico Mexicano, S.A.B. de C.V. reported a gross profit of 91.42B and revenue of 229.56B. Therefore, the gross margin over that period was 39.8%.
ADRNY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Koninklijke Ahold Delhaize NV ADR reported a gross profit of 6.28B and revenue of 23.49B. Therefore, the gross margin over that period was 26.8%.
FMX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Fomento Económico Mexicano, S.A.B. de C.V. reported an operating income of 24.55B and revenue of 229.56B, resulting in an operating margin of 10.7%.
ADRNY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Koninklijke Ahold Delhaize NV ADR reported an operating income of 767.73M and revenue of 23.49B, resulting in an operating margin of 3.3%.
FMX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Fomento Económico Mexicano, S.A.B. de C.V. reported a net income of 8.52B and revenue of 229.56B, resulting in a net margin of 3.7%.
ADRNY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Koninklijke Ahold Delhaize NV ADR reported a net income of 577.00M and revenue of 23.49B, resulting in a net margin of 2.5%.