MXE (Mexico Equity andome Fund) 5-Year Yield-on-Cost %: 1.78 (As of Jul. 18, 2026) — 14% Above Median

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MXE Mexico Equity and Income Fund Inc MXE
34 GF Score
Price $13.14
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What is Mexico Equity andome Fund 5-Year Yield-on-Cost %?

Mexico Equity andome Fund MXE +0.15% 34 5-Year Yield-on-Cost % is 1.78 as of Jul. 18, 2026, which is 14% above its 10-year median of 1.56. GuruFocus rates MXE with a GF Score™ of 34/100. The stock has 5 warning signs investors should review. Among 1,114 Asset Management companies, Mexico Equity andome Fund ranks worse than 87.52% on this metric.

Mexico Equity andome Fund's yield on cost for the quarter that ended in Jan. 2026 was 1.78.


The historical rank and industry rank for Mexico Equity andome Fund's 5-Year Yield-on-Cost % or its related term are showing as below:

MXE' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.01   Med: 1.56   Max: 6.27
Current: 1.78


During the past 10 years, Mexico Equity andome Fund's highest Yield on Cost was 6.27. The lowest was 0.01. And the median was 1.56.


MXE's 5-Year Yield-on-Cost % is ranked worse than
87.52% of 1114 companies
in the Asset Management industry
Industry Median: 6.465 vs MXE: 1.78

Mexico Equity andome Fund  (NYSE:MXE) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Mexico Equity andome Fund 5-Year Yield-on-Cost % Related Terms


MXE vs CCIF, RSF, JMM: 5-Year Yield-on-Cost % Comparison

For the Asset Management subindustry, Mexico Equity andome Fund's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Mexico Equity andome Fund's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Mexico Equity andome Fund's 5-Year Yield-on-Cost % falls into.


MXE
34GF Score
Mexico Equity and Income Fund Inc MXE
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Mexico Equity andome Fund 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Mexico Equity andome Fund is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 1.78 mean?
Mexico Equity andome Fund (MXE) has a 5-Year Yield-on-Cost % of 1.78 as of Jul. 18, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Mexico Equity andome Fund and its competitors. This is 14% above median its historical median of 1.56. Over the past decade, Mexico Equity andome Fund's 5-Year Yield-on-Cost % has ranged from 0.01 to 6.27. According to the industry distribution chart, Mexico Equity andome Fund ranks #975 out of 1114 companies in the Asset Management industry, placing it in the top 87.5%.
Is Mexico Equity andome Fund's 5-Year Yield-on-Cost % too high?
Mexico Equity andome Fund's current 5-Year Yield-on-Cost % of 1.78 is 14% above median its 10-year median of 1.56. Over the past 10 years, this metric has ranged from a low of 0.01 to a high of 6.27. The Asset Management industry median 5-Year Yield-on-Cost % is 6.47. Mexico Equity andome Fund's value of 1.78 is 72.5% below this industry median. Based on the distribution chart, Mexico Equity andome Fund ranks #975 out of 1114 companies in the Asset Management industry, which is in the bottom quartile 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 5-Year Yield-on-Cost % compare to CCIF and RSF?
According to the Asset Management industry distribution chart, Mexico Equity andome Fund ranks #975 out of 1114 companies for 5-Year Yield-on-Cost %. This places Mexico Equity andome Fund in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.47. Mexico Equity andome Fund's value of 1.78 is 72.5% below this benchmark. Historically, Mexico Equity andome Fund's own 5-Year Yield-on-Cost % has ranged from 0.01 to 6.27 over the past decade. While the company's 10-year median is 1.56 vs. the industry median of 6.47, Mexico Equity andome Fund has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.47, based on 1,114 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Mexico Equity andome Fund's current 5-Year Yield-on-Cost % of 1.78 is 72.5% below 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Mexico Equity andome Fund and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.47 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Mexico Equity andome Fund's current 5-Year Yield-on-Cost % is 1.78, which is 14% above median its own 10-year median of 1.56. 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 5-Year Yield-on-Cost % of 1.78. The current 5-Year Yield-on-Cost % is 1.78, which is 14% above median its 10-year median of 1.56 and 72.5% below the Asset Management industry median of 6.47. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Mexico Equity andome Fund (MXE), the current 5-Year Yield-on-Cost % is 1.78 as of Jul. 18, 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 andome Fund Business Description

Address c/o Equiniti Trust Company LLC, 48 Wall Street, Floor 23, New York, NY, USA, 10005
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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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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