Mexico Equity & Income Fund Inc.

Mexico Equity & Income Fund Inc.verified

MXE

Price:

$12.39

Market Cap:

$54.52M

Mexico Equity & Income Fund Inc. is a closed ended balanced mutual fund launched and managed by Pichardo Asset Management, S.A. de C.V. The fund invests in the fixed income and public equity markets of Mexico. It also invests some portion in the convertible securities. The fund invests in the stocks of companies operating across diversified sectors. It benchmarks the performance of its portfolio against the Mexbol and MSCI Mexico Index. Mexico Equity & Income Fund Inc. was formed on May 24, 1990 and is domiciled in the United States.

Industry

Asset Management - Income

IPO Date

1990-08-15

Stock Exchange

NYSE

Ticker

MXE

The ROE as of December 2025 (TTM) for Mexico Equity & Income Fund Inc. (MXE) is 3.53%

According to Mexico Equity & Income Fund Inc.’s latest financial reports and current stock price. The company's current ROE is 3.53%. This represents a change of -154.19% compared to the average of -6.52% of the last 4 quarters.

Mexico Equity & Income Fund Inc. (MXE) Historical ROE (quarterly & annually)

How has MXE ROE performed in the past?

The mean historical ROE of Mexico Equity & Income Fund Inc. over the last ten years is 2.47%. The current 3.53% ROE has changed 43.26% with respect to the historical average. Over the past ten years (40 quarters), MXE's ROE was at its highest in in the July 2021 quarter at 24.25%. The ROE was at its lowest in in the July 2020 quarter at -41.00%.

Quarterly (TTM)
Annual

Average

2.47%

Median

-1.67%

Minimum

-26.08%

Maximum

37.30%

Mexico Equity & Income Fund Inc. (MXE) ROE by Quarter and Year

Discovering the peaks and valleys of Mexico Equity & Income Fund Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 1.37%

Maximum Annual ROE = 37.30%

Minimum Annual Increase = -535.51%

Minimum Annual ROE = -26.08%

Quarterly (TTM)
Annual
YearROEChange
20250%-100.00%
2024-11.58%-138.57%
202330.03%-535.51%
2022-6.90%-118.48%
202137.30%1.37%
20202.53%-109.71%
2019-26.08%682.90%
2018-3.33%-133.36%
20179.98%-236.74%
2016-7.30%-51.27%

Mexico Equity & Income Fund Inc. (MXE) Average ROE

How has MXE ROE performed in the past?

The current ROE of Mexico Equity & Income Fund Inc. (MXE) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

6.15%

5-year avg

9.77%

10-year avg

2.47%

Mexico Equity & Income Fund Inc. (MXE) ROE vs. Peers

How is MXE’s ROE compared to its peers?

Mexico Equity & Income Fund Inc.’s ROE is less than First Trust Mortgage Income Fund (8.26%), greater than AMG Veritas China Fund Class N (0%), greater than Scharf Multi-Asset Opportunity Fund Retail Class (0%), greater than RiverParks Large Growth Fund Retail Shares (-24.92%), less than Nuveen Large Cap Select Fund Class C (0%), greater than Nuveen Large Cap Select Fund Class A (0%), less than AMG River Road Focused Absolute Value Fund - Class N (3.46%), greater than Vest S&P 500 Dividend Aristocrats Target Income Strategy Investor Class (0%), greater than AMG River Road Large Cap Value Select Fund Class N (0%), greater than Thompson MidCap (0%),

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