FMX vs. KO
Compare and contrast key facts about Fomento Económico Mexicano, S.A.B. de C.V. (FMX) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMX or KO.
Correlation
The correlation between FMX and KO is 0.28, 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.
Performance
FMX vs. KO - Performance Comparison
Key characteristics
FMX:
-1.08
KO:
1.49
FMX:
-1.45
KO:
2.26
FMX:
0.81
KO:
1.27
FMX:
-0.71
KO:
1.39
FMX:
-1.33
KO:
3.09
FMX:
22.08%
KO:
6.97%
FMX:
27.17%
KO:
14.33%
FMX:
-61.02%
KO:
-68.21%
FMX:
-33.76%
KO:
-2.68%
Fundamentals
FMX:
$163.44B
KO:
$301.44B
FMX:
$2.01
KO:
$2.46
FMX:
45.12
KO:
28.48
FMX:
0.38
KO:
2.93
FMX:
$573.72B
KO:
$47.06B
FMX:
$232.03B
KO:
$28.74B
FMX:
$61.48B
KO:
$15.01B
Returns By Period
In the year-to-date period, FMX achieves a 7.15% return, which is significantly lower than KO's 12.50% return. Over the past 10 years, FMX has underperformed KO with an annualized return of 2.03%, while KO has yielded a comparatively higher 8.71% annualized return.
FMX
7.15%
6.63%
-13.56%
-29.31%
2.26%
2.03%
KO
12.50%
12.21%
2.49%
17.86%
6.36%
8.71%
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Risk-Adjusted Performance
FMX vs. KO — Risk-Adjusted Performance Rank
FMX
KO
FMX vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fomento Económico Mexicano, S.A.B. de C.V. (FMX) and The Coca-Cola Company (KO). 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.
Dividends
FMX vs. KO - Dividend Comparison
FMX's dividend yield for the trailing twelve months is around 4.43%, more than KO's 2.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMX Fomento Económico Mexicano, S.A.B. de C.V. | 4.43% | 3.64% | 1.60% | 2.17% | 1.47% | 1.88% | 1.62% | 1.73% | 1.45% | 1.84% | 1.53% | 0.00% |
KO The Coca-Cola Company | 2.77% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
Drawdowns
FMX vs. KO - Drawdown Comparison
The maximum FMX drawdown since its inception was -61.02%, smaller than the maximum KO drawdown of -68.21%. Use the drawdown chart below to compare losses from any high point for FMX and KO. For additional features, visit the drawdowns tool.
Volatility
FMX vs. KO - Volatility Comparison
Fomento Económico Mexicano, S.A.B. de C.V. (FMX) and The Coca-Cola Company (KO) have volatilities of 7.33% and 7.08%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
FMX vs. KO - Financials Comparison
This section allows you to compare key financial metrics between Fomento Económico Mexicano, S.A.B. de C.V. and The Coca-Cola Company. 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