Mexico Equity andome FundMXE -2.59%34 3-Year RORE % is 124.33 as of Jan. 2026. GuruFocus rates MXE with a GF Score™ of 34/100. The stock has 5 warning signs investors should review. Among 1,536 Asset Management companies, Mexico Equity andome Fund ranks better than 87.24% on this metric.
Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments.
Mexico Equity andome Fund's 3-Year RORE % for the quarter that ended in Jan. 2026 was 124.33%.
The industry rank for Mexico Equity andome Fund's 3-Year RORE % or its related term are showing as below:
MXE's 3-Year RORE % is ranked better than 87.24% of 1536
companies
in the Asset Management industry
Industry Median: 12.5
vs MXE: 124.33
Mexico Equity andome Fund (NYSE:MXE) 3-Year RORE % Explanation
Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.
There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.
Be Aware
Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.
Mexico Equity andome Fund 3-Year RORE % Related Terms
Mexico Equity andome Fund 3-Year RORE % Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, Mexico Equity andome Fund's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Mexico Equity andome Fund 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Mexico Equity andome Fund's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Mexico Equity andome Fund's 3-Year RORE % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Jan. 2026 and 3-year before.
Mexico Equity andome Fund (MXE) has a 3-Year RORE % of 124.33 as of Jan. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Mexico Equity andome Fund and its competitors. According to the industry distribution chart, Mexico Equity andome Fund ranks #196 out of 1536 companies in the Asset Management industry, placing it in the top 12.8%.
Is Mexico Equity andome Fund's 3-Year RORE % too high?
Mexico Equity andome Fund's current 3-Year RORE % is 124.33. The Asset Management industry median 3-Year RORE % is 12.50. Mexico Equity andome Fund's value of 124.33 is 894.6% above this industry median. Based on the distribution chart, Mexico Equity andome Fund ranks #196 out of 1536 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Mexico Equity andome Fund has a GF Score™ of 34/100, reflecting its overall financial health beyond just this single metric.
How does Mexico Equity andome Fund's 3-Year RORE % compare to CCIF and RSF?
According to the Asset Management industry distribution chart, Mexico Equity andome Fund ranks #196 out of 1536 companies for 3-Year RORE %. This places Mexico Equity andome Fund in the top 13% of its industry — outperforming the majority of peers. The industry median 3-Year RORE % is 12.50. Mexico Equity andome Fund's value of 124.33 is 894.6% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 12.50, based on 1,536 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Mexico Equity andome Fund's current 3-Year RORE % of 124.33 is 894.6% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Mexico Equity andome Fund and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Mexico Equity andome Fund's current 3-Year RORE % is 124.33. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Mexico Equity andome Fund stock overvalued right now?
Mexico Equity andome Fund (MXE) has a current 3-Year RORE % of 124.33. The current 3-Year RORE % is 124.33 and 894.6% above the Asset Management industry median of 12.50. Mexico Equity andome Fund's overall GF Score™ is 34/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Mexico Equity andome Fund (MXE), the current 3-Year RORE % is 124.33 as of Jan. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Mexico Equity and Income Fund Inc. is a closed-end, non-diversified management investment company that aims for long-term capital appreciation and current income. It prominently invests in equity, convertible securities, and debt issued by Mexican companies, operating across various sectors. The fund benchmarks its performance against the Mexbol and MSCI Mexico Index. The company provides a vehicle to investors who wish to invest in Mexican companies through a managed non-diversified portfolio as part of their overall investment program.
34GF Score
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