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Mexico Fund (MXF) Competitors

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$21.37 -0.13 (-0.60%)
As of 11:09 AM Eastern
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MXF vs. OPY, DFIN, PSEC, OCSL, and VRTS

Should you buy Mexico Fund stock or one of its competitors? Mexico Fund's main competitors and comparable companies include Oppenheimer (OPY), Donnelley Financial Solutions (DFIN), Prospect Capital (PSEC), Oaktree Specialty Lending (OCSL), and Virtus Investment Partners (VRTS). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Mexico Fund compare to Oppenheimer?

Oppenheimer (NYSE:OPY) and Mexico Fund (NYSE:MXF) are both small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their risk, dividends, profitability, media sentiment, valuation, institutional ownership, analyst recommendations and earnings.

32.3% of Oppenheimer shares are owned by institutional investors. 34.9% of Oppenheimer shares are owned by insiders. Comparatively, 2.7% of Mexico Fund shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Oppenheimer has higher revenue and earnings than Mexico Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Oppenheimer$1.64B0.76$148.40M$8.8613.16
Mexico Fund$93.23M3.31N/AN/AN/A

In the previous week, Oppenheimer had 2 more articles in the media than Mexico Fund. MarketBeat recorded 3 mentions for Oppenheimer and 1 mentions for Mexico Fund. Mexico Fund's average media sentiment score of 1.11 beat Oppenheimer's score of 0.76 indicating that Mexico Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Oppenheimer
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Mexico Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Oppenheimer pays an annual dividend of $0.80 per share and has a dividend yield of 0.7%. Mexico Fund pays an annual dividend of $1.30 per share and has a dividend yield of 6.1%. Oppenheimer pays out 9.0% of its earnings in the form of a dividend. Oppenheimer has increased its dividend for 1 consecutive years.

Oppenheimer has a net margin of 5.72% compared to Mexico Fund's net margin of 0.00%. Oppenheimer's return on equity of 19.51% beat Mexico Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Oppenheimer5.72% 19.51% 4.86%
Mexico Fund N/A N/A N/A

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oppenheimer
0 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
3.00
Mexico Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Oppenheimer has a beta of 1.09, indicating that its stock price is 9% more volatile than the broader market. Comparatively, Mexico Fund has a beta of 0.82, indicating that its stock price is 18% less volatile than the broader market.

Summary

Oppenheimer beats Mexico Fund on 11 of the 15 factors compared between the two stocks.

How does Mexico Fund compare to Donnelley Financial Solutions?

Donnelley Financial Solutions (NYSE:DFIN) and Mexico Fund (NYSE:MXF) are both small-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their analyst recommendations, dividends, media sentiment, earnings, risk, valuation, institutional ownership and profitability.

Donnelley Financial Solutions currently has a consensus price target of $61.00, suggesting a potential upside of 26.36%. Given Donnelley Financial Solutions' stronger consensus rating and higher possible upside, research analysts clearly believe Donnelley Financial Solutions is more favorable than Mexico Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Donnelley Financial Solutions
0 Sell rating(s)
2 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.80
Mexico Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, Donnelley Financial Solutions and Donnelley Financial Solutions both had 1 articles in the media. Donnelley Financial Solutions' average media sentiment score of 1.38 beat Mexico Fund's score of 1.11 indicating that Donnelley Financial Solutions is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Donnelley Financial Solutions
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Mexico Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Donnelley Financial Solutions has a beta of 0.71, suggesting that its stock price is 29% less volatile than the broader market. Comparatively, Mexico Fund has a beta of 0.82, suggesting that its stock price is 18% less volatile than the broader market.

93.8% of Donnelley Financial Solutions shares are held by institutional investors. 5.2% of Donnelley Financial Solutions shares are held by insiders. Comparatively, 2.7% of Mexico Fund shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Donnelley Financial Solutions has a net margin of 4.53% compared to Mexico Fund's net margin of 0.00%. Donnelley Financial Solutions' return on equity of 25.82% beat Mexico Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Donnelley Financial Solutions4.53% 25.82% 12.29%
Mexico Fund N/A N/A N/A

Donnelley Financial Solutions has higher revenue and earnings than Mexico Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Donnelley Financial Solutions$767M1.55$32.40M$1.4533.29
Mexico Fund$93.23M3.31N/AN/AN/A

Summary

Donnelley Financial Solutions beats Mexico Fund on 11 of the 13 factors compared between the two stocks.

How does Mexico Fund compare to Prospect Capital?

Mexico Fund (NYSE:MXF) and Prospect Capital (NASDAQ:PSEC) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their analyst recommendations, dividends, valuation, earnings, profitability, risk, institutional ownership and media sentiment.

Mexico Fund has a beta of 0.82, meaning that its stock price is 18% less volatile than the broader market. Comparatively, Prospect Capital has a beta of 0.79, meaning that its stock price is 21% less volatile than the broader market.

Prospect Capital has a consensus target price of $2.00, suggesting a potential downside of 10.51%. Given Prospect Capital's stronger consensus rating and higher probable upside, analysts plainly believe Prospect Capital is more favorable than Mexico Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Mexico Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Prospect Capital
2 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

9.1% of Prospect Capital shares are held by institutional investors. 2.7% of Mexico Fund shares are held by insiders. Comparatively, 0.0% of Prospect Capital shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Mexico Fund pays an annual dividend of $1.30 per share and has a dividend yield of 6.1%. Prospect Capital pays an annual dividend of $0.42 per share and has a dividend yield of 18.8%. Prospect Capital pays out -113.5% of its earnings in the form of a dividend.

In the previous week, Mexico Fund and Mexico Fund both had 1 articles in the media. Prospect Capital's average media sentiment score of 1.91 beat Mexico Fund's score of 1.11 indicating that Prospect Capital is being referred to more favorably in the news media.

Company Overall Sentiment
Mexico Fund Positive
Prospect Capital Very Positive

Mexico Fund has higher earnings, but lower revenue than Prospect Capital.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Mexico Fund$93.23M3.31N/AN/AN/A
Prospect Capital$719.44M1.56-$469.92M-$0.37N/A

Mexico Fund has a net margin of 0.00% compared to Prospect Capital's net margin of -10.42%. Prospect Capital's return on equity of 12.03% beat Mexico Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Mexico FundN/A N/A N/A
Prospect Capital -10.42%12.03%5.43%

Summary

Prospect Capital beats Mexico Fund on 9 of the 13 factors compared between the two stocks.

How does Mexico Fund compare to Oaktree Specialty Lending?

Mexico Fund (NYSE:MXF) and Oaktree Specialty Lending (NASDAQ:OCSL) are both small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their profitability, media sentiment, institutional ownership, earnings, risk, analyst recommendations, valuation and dividends.

Mexico Fund pays an annual dividend of $1.30 per share and has a dividend yield of 6.1%. Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 9.3%. Oaktree Specialty Lending pays out 250.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

36.8% of Oaktree Specialty Lending shares are owned by institutional investors. 2.7% of Mexico Fund shares are owned by insiders. Comparatively, 0.3% of Oaktree Specialty Lending shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Oaktree Specialty Lending has a net margin of 14.45% compared to Mexico Fund's net margin of 0.00%. Oaktree Specialty Lending's return on equity of 9.70% beat Mexico Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Mexico FundN/A N/A N/A
Oaktree Specialty Lending 14.45%9.70%4.64%

Oaktree Specialty Lending has a consensus target price of $11.83, indicating a potential downside of 7.91%. Given Oaktree Specialty Lending's stronger consensus rating and higher probable upside, analysts clearly believe Oaktree Specialty Lending is more favorable than Mexico Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Mexico Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Oaktree Specialty Lending
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Oaktree Specialty Lending has higher revenue and earnings than Mexico Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Mexico Fund$93.23M3.31N/AN/AN/A
Oaktree Specialty Lending$316.80M3.57$33.92M$0.4826.77

Mexico Fund has a beta of 0.82, meaning that its share price is 18% less volatile than the broader market. Comparatively, Oaktree Specialty Lending has a beta of 0.49, meaning that its share price is 51% less volatile than the broader market.

In the previous week, Oaktree Specialty Lending had 5 more articles in the media than Mexico Fund. MarketBeat recorded 6 mentions for Oaktree Specialty Lending and 1 mentions for Mexico Fund. Mexico Fund's average media sentiment score of 1.11 beat Oaktree Specialty Lending's score of 0.56 indicating that Mexico Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Mexico Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Oaktree Specialty Lending
1 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Oaktree Specialty Lending beats Mexico Fund on 10 of the 14 factors compared between the two stocks.

How does Mexico Fund compare to Virtus Investment Partners?

Mexico Fund (NYSE:MXF) and Virtus Investment Partners (NASDAQ:VRTS) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, valuation, earnings, profitability, risk and media sentiment.

Virtus Investment Partners has a consensus price target of $145.50, indicating a potential downside of 12.70%. Given Virtus Investment Partners' stronger consensus rating and higher probable upside, analysts plainly believe Virtus Investment Partners is more favorable than Mexico Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Mexico Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Virtus Investment Partners
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80

Virtus Investment Partners has higher revenue and earnings than Mexico Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Mexico Fund$93.23M3.31N/AN/AN/A
Virtus Investment Partners$819.58M1.35$121.75M$17.559.50

Virtus Investment Partners has a net margin of 13.42% compared to Mexico Fund's net margin of 0.00%. Virtus Investment Partners' return on equity of 21.56% beat Mexico Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Mexico FundN/A N/A N/A
Virtus Investment Partners 13.42%21.56%5.27%

Mexico Fund has a beta of 0.82, suggesting that its stock price is 18% less volatile than the broader market. Comparatively, Virtus Investment Partners has a beta of 1.37, suggesting that its stock price is 37% more volatile than the broader market.

Mexico Fund pays an annual dividend of $1.30 per share and has a dividend yield of 6.1%. Virtus Investment Partners pays an annual dividend of $9.60 per share and has a dividend yield of 5.8%. Virtus Investment Partners pays out 54.7% of its earnings in the form of a dividend.

80.5% of Virtus Investment Partners shares are owned by institutional investors. 2.7% of Mexico Fund shares are owned by insiders. Comparatively, 6.4% of Virtus Investment Partners shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

In the previous week, Virtus Investment Partners had 2 more articles in the media than Mexico Fund. MarketBeat recorded 3 mentions for Virtus Investment Partners and 1 mentions for Mexico Fund. Mexico Fund's average media sentiment score of 1.11 beat Virtus Investment Partners' score of 0.10 indicating that Mexico Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Mexico Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Virtus Investment Partners
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Virtus Investment Partners beats Mexico Fund on 11 of the 15 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding MXF and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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MXF vs. The Competition

MetricMexico FundCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$308.31M$5.66B$14.06B$24.21B
Dividend Yield6.07%7.39%5.87%3.67%
P/E RatioN/A37.9529.2230.65
Price / Sales3.311,224.56515.3020.08
Price / CashN/A48.2830.4220.48
Price / BookN/A3.742.854.92
Net IncomeN/A$416.54M$1.31B$1.07B
7 Day Performance-2.08%0.52%0.86%0.42%
1 Month Performance-0.53%1.48%1.81%2.78%
1 Year Performance17.59%6.52%12.03%18.81%

Mexico Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MXF
Mexico Fund
N/A$21.37
-0.6%
N/A+18.1%$308.16M$93.23MN/AN/A
OPY
Oppenheimer
2.0581 of 5 stars
$114.94
+1.6%
N/A+64.4%$1.23B$1.80B12.972,947
DFIN
Donnelley Financial Solutions
4.0263 of 5 stars
$46.84
-0.6%
$61.00
+30.2%
-10.1%$1.15B$777.50M32.301,750
PSEC
Prospect Capital
1.684 of 5 stars
$2.29
+0.2%
$2.00
-12.5%
-19.3%$1.14B$7.61MN/A2,019
OCSL
Oaktree Specialty Lending
2.2196 of 5 stars
$12.66
-1.2%
$11.83
-6.5%
-3.8%$1.11B$53.53M26.37N/A

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This page (NYSE:MXF) was last updated on 8/17/2026 by MarketBeat.com Staff.
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