MXE vs. SLANX
Compare and contrast key facts about Mexico Equity and Income Fund Inc (MXE) and DWS Latin America Equity Fund Class A (SLANX).
MXE is managed by Mexico Equity and Income Fund. It was launched on May 24, 1990. SLANX is managed by DWS. It was launched on May 29, 2001.
Performance
MXE vs. SLANX - Performance Comparison
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MXE vs. SLANX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXE Mexico Equity and Income Fund Inc | 6.56% | 57.14% | -25.74% | 31.01% | -1.57% | -8.42% | -16.03% | 16.39% | -1.84% | 12.41% |
SLANX DWS Latin America Equity Fund Class A | 12.39% | 54.13% | -28.52% | 33.24% | 8.08% | -9.06% | 0.70% | 35.56% | -2.82% | 32.20% |
Returns By Period
In the year-to-date period, MXE achieves a 6.56% return, which is significantly lower than SLANX's 12.39% return. Over the past 10 years, MXE has underperformed SLANX with an annualized return of 2.65%, while SLANX has yielded a comparatively higher 11.90% annualized return.
MXE
- 1D
- 2.26%
- 1M
- -4.82%
- YTD
- 6.56%
- 6M
- 14.29%
- 1Y
- 51.93%
- 3Y*
- 12.41%
- 5Y*
- 6.73%
- 10Y*
- 2.65%
SLANX
- 1D
- 4.25%
- 1M
- -3.83%
- YTD
- 12.39%
- 6M
- 21.33%
- 1Y
- 49.05%
- 3Y*
- 16.91%
- 5Y*
- 11.45%
- 10Y*
- 11.90%
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MXE vs. SLANX - Expense Ratio Comparison
MXE has a 0.02% expense ratio, which is lower than SLANX's 1.51% expense ratio.
Return for Risk
MXE vs. SLANX — Risk / Return Rank
MXE
SLANX
MXE vs. SLANX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mexico Equity and Income Fund Inc (MXE) and DWS Latin America Equity Fund Class A (SLANX). 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.
| MXE | SLANX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.47 | 2.12 | +0.35 |
Sortino ratioReturn per unit of downside risk | 3.15 | 2.57 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.41 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 3.83 | 3.77 | +0.07 |
Martin ratioReturn relative to average drawdown | 15.52 | 12.84 | +2.68 |
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
| MXE | SLANX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.47 | 2.12 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.50 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.12 | 0.44 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.33 | -0.20 |
Correlation
The correlation between MXE and SLANX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
MXE vs. SLANX - Dividend Comparison
MXE's dividend yield for the trailing twelve months is around 1.77%, less than SLANX's 3.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXE Mexico Equity and Income Fund Inc | 1.77% | 1.89% | 3.71% | 2.69% | 0.00% | 0.00% | 0.00% | 1.04% | 0.01% | 0.47% | 0.00% | 5.20% |
SLANX DWS Latin America Equity Fund Class A | 3.69% | 4.15% | 5.13% | 3.14% | 7.15% | 14.19% | 0.00% | 0.00% | 0.00% | 4.21% | 1.57% | 0.00% |
Drawdowns
MXE vs. SLANX - Drawdown Comparison
The maximum MXE drawdown since its inception was -91.12%, which is greater than SLANX's maximum drawdown of -70.73%. Use the drawdown chart below to compare losses from any high point for MXE and SLANX.
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Drawdown Indicators
| MXE | SLANX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.12% | -70.73% | -20.39% |
Max Drawdown (1Y)Largest decline over 1 year | -14.14% | -12.85% | -1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -42.10% | -29.92% | -12.18% |
Max Drawdown (10Y)Largest decline over 10 years | -52.04% | -50.91% | -1.13% |
Current DrawdownCurrent decline from peak | -48.22% | -5.79% | -42.43% |
Average DrawdownAverage peak-to-trough decline | -50.70% | -23.43% | -27.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 3.77% | -0.28% |
Volatility
MXE vs. SLANX - Volatility Comparison
The current volatility for Mexico Equity and Income Fund Inc (MXE) is 9.80%, while DWS Latin America Equity Fund Class A (SLANX) has a volatility of 11.44%. This indicates that MXE experiences smaller price fluctuations and is considered to be less risky than SLANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXE | SLANX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.80% | 11.44% | -1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 16.13% | 17.40% | -1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.20% | 24.41% | -3.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.02% | 23.21% | -3.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.92% | 27.04% | -4.12% |