MXF vs. ADX
Compare and contrast key facts about The Mexico Fund (MXF) and Adams Diversified Equity Fund, Inc. (ADX).
MXF is managed by Impulsora del Fondo México. It was launched on Jun 1, 1981. ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Performance
MXF vs. ADX - Performance Comparison
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MXF vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXF The Mexico Fund | 5.65% | 61.94% | -27.14% | 35.83% | -1.66% | 18.01% | 3.29% | 11.37% | -12.26% | 15.71% |
ADX Adams Diversified Equity Fund, Inc. | -4.23% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Returns By Period
In the year-to-date period, MXF achieves a 5.65% return, which is significantly higher than ADX's -4.23% return. Over the past 10 years, MXF has underperformed ADX with an annualized return of 6.49%, while ADX has yielded a comparatively higher 16.41% annualized return.
MXF
- 1D
- 2.95%
- 1M
- -8.24%
- YTD
- 5.65%
- 6M
- 9.47%
- 1Y
- 56.11%
- 3Y*
- 13.16%
- 5Y*
- 13.34%
- 10Y*
- 6.49%
ADX
- 1D
- 4.04%
- 1M
- -5.48%
- YTD
- -4.23%
- 6M
- 2.17%
- 1Y
- 25.55%
- 3Y*
- 23.81%
- 5Y*
- 14.65%
- 10Y*
- 16.41%
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MXF vs. ADX - Expense Ratio Comparison
MXF has a 0.02% expense ratio, which is lower than ADX's 0.59% expense ratio.
Return for Risk
MXF vs. ADX — Risk / Return Rank
MXF
ADX
MXF vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Mexico Fund (MXF) and Adams Diversified Equity Fund, Inc. (ADX). 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.
| MXF | ADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.49 | 1.38 | +1.11 |
Sortino ratioReturn per unit of downside risk | 3.10 | 2.06 | +1.04 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.29 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 3.88 | 2.33 | +1.54 |
Martin ratioReturn relative to average drawdown | 15.13 | 10.84 | +4.29 |
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
| MXF | ADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.49 | 1.38 | +1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.86 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.92 | -0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.09 | +0.22 |
Correlation
The correlation between MXF and ADX is 0.40, 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
MXF vs. ADX - Dividend Comparison
MXF's dividend yield for the trailing twelve months is around 5.11%, less than ADX's 8.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXF The Mexico Fund | 5.11% | 4.67% | 6.67% | 4.19% | 4.88% | 2.29% | 3.15% | 7.28% | 5.13% | 3.37% | 5.03% | 10.90% |
ADX Adams Diversified Equity Fund, Inc. | 8.45% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
Drawdowns
MXF vs. ADX - Drawdown Comparison
The maximum MXF drawdown since its inception was -80.25%, which is greater than ADX's maximum drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for MXF and ADX.
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Drawdown Indicators
| MXF | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.25% | -71.60% | -8.65% |
Max Drawdown (1Y)Largest decline over 1 year | -14.03% | -11.12% | -2.91% |
Max Drawdown (5Y)Largest decline over 5 years | -30.73% | -25.07% | -5.66% |
Max Drawdown (10Y)Largest decline over 10 years | -56.02% | -37.17% | -18.85% |
Current DrawdownCurrent decline from peak | -8.24% | -6.53% | -1.71% |
Average DrawdownAverage peak-to-trough decline | -31.68% | -23.22% | -8.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 2.39% | +1.20% |
Volatility
MXF vs. ADX - Volatility Comparison
The Mexico Fund (MXF) has a higher volatility of 10.75% compared to Adams Diversified Equity Fund, Inc. (ADX) at 6.18%. This indicates that MXF's price experiences larger fluctuations and is considered to be riskier than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MXF | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.75% | 6.18% | +4.57% |
Volatility (6M)Calculated over the trailing 6-month period | 16.09% | 10.53% | +5.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.68% | 18.63% | +4.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.65% | 17.20% | +3.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.25% | 17.95% | +5.30% |