profit from every $100 of sales.
$0$100
Mexico Equity & Income Fund
$13.13-0.21% today
+10.6% in 1 year
1-year low $11.651-year high $14.21
Trading in the middle of its range for the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average, 2021 to 2023.
0%20% a year
You pay $2.93 for every $1 of profit it makes in a year.
CheapExpensive
It holds more cash than debt.
No debt5 years
Money in, money out
What Mexico Equity & Income Fund sold, what it kept, and what it did with the cash.
Sales went from $10.2 million in 2021 to -$6.05 million in 2024, with -$6.67 million of profit last year.
SalesProfit
Mexico Equity & Income Fund vs. similar companies
Mexico Equity & Income Fund grows the fastest of these 5 and is the cheapest for its profits.
| Company | Profit from $100 of sales | Sales growth a year | Price per $1 of profit |
|---|---|---|---|
| Mexico Equity & Income Fund | 2.9× · Cheap | ||
 BlackRock | 34.0× · Expensive | ||
 Blackstone | 50.1× · Expensive | ||
 Investor | 8.4× · Cheap | ||
 Brookfield | 72.4× · Very expensive |
AI analysis
An AI analyst reads Mexico Equity & Income Fund's last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisFull statementsIncome, balance sheet and cash flow, year by year
Income statement
| In millions of USD | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| 10 | -3 | 20 | -6 | |
| – | – | – | – | |
| – | – | – | – | |
| – | – | – | – | |
| 10 | -3 | 20 | -7 | |
| – | -1.07 | 4.48 | -1.52 | |
| – | – | – | – | |
| – | – | – | – | |
| 94.2% | 123.6% | 97.1% | 110.2% |
Balance sheet
| In millions of USD | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| Total assets | 26 | 46 | 68 | 58 |
| Cash | 0 | 0 | – | – |
| Total debt | – | – | – | – |
| Total liabilities | 0 | 0 | 2 | 0 |
| 26 | 46 | 66 | 58 | |
| – | 4 | 4 | 4 | |
| – | – | – | – | |
| 37.3% | -6.9% | 30.0% | -11.6% |
Cash flow
| In millions of USD | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| – | – | – | – | |
| – | – | – | – | |
| – | – | – | – | |
| Dividends paid | – | – | – | – |
| – | – | – | – | |
| – | – | – | – |
Valuation
- 2.9×
- –
- –
- 0.8×
- 2.8×
- –
- –
- 0.0%
- 34.1%
- 1.7%
Profitability
- 73.4%
- 586.0%
- 97.1%
- 586.0%
- 30.8%
- 10.4%
- 33.8%
- 30.8%
- 30.8%
- –
Growth
- +41.0%
- –
- –
- –
- −0.1%
Financial health
- -0.0×
- 0.00
- 0.0%
- –
- –
- –
- 0.05
How it ranks in Financial Services
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
Top 3%of 851
Top 1%of 866
Top 11%of 867
Bottom 21%of 926
Recent earnings
Our results feed has not updated since May 21, 2026. Results reported after that are not in this table yet.
| Date | EPS | Expected | Surprise |
|---|---|---|---|
| Jul 31, 2024 | -1.97 | – | – |
| Apr 5, 2024 | 0.45 | – | – |
| Jul 31, 2023 | 1.44 | – | – |
| Jan 31, 2023 | 3.03 | – | – |
| Jul 31, 2022 | -0.39 | – | – |
| Jan 31, 2022 | -0.33 | – | – |
| Jul 31, 2021 | 2.96 | – | – |
| Jan 31, 2021 | 1.59 | – | – |
1.7%of the share price, paid each year
On $1,000 invested$17a year at today's yield, before tax
–per share
Raised–not every year
Paid per share, each year
$0.56 in 2015 → $0.23 in 2025
How safe it looks
0.0% of its profit
Room to growStretchedMore than it earnsNews
Hurricane Isaias disrupts U.S. oil production in Gulf of Mexico, threatens refineriesCNBC · Oct 9, 2026Taylor Farms to halt iceberg lettuce from Mexico during cyclospora seasonSeeking Alpha · Oct 9, 2026Kinder Morgan restores natural gas flows to Mexico after pipeline outageSeeking Alpha · Oct 8, 2026I just started dating someone I really like, but he’s moving to Mexico for six months. Should I spend the money to visit him?MarketWatch · Sep 21, 2026Energy Transfer Just Delayed a New Mexico Pipeline. Here's Why I'm Not Worried Yet.Yahoo Finance · Sep 7, 2026Insider trades
Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
Not enough data
Questions about Mexico Equity & Income Fund
Is Mexico Equity & Income Fund a good stock to buy?
A strong, very profitable business, and the price looks low. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the Mexico Equity & Income Fund AI analysis
What does Mexico Equity & Income Fund do?
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. It is in Asset Management.
Does Mexico Equity & Income Fund pay a dividend?
Yes. At today's price the dividend is 1.7% a year.
Is Mexico Equity & Income Fund stock halal?
No. Mexico Equity & Income Fund does not pass our halal screen: it looks like an interest-income fund. How we check
How has Mexico Equity & Income Fund stock done over the past year?
Up 10.6% over the past twelve months, to $13.13. It traded between $11.65 and $14.21 and is 7.6% below its high.
Who are Mexico Equity & Income Fund's competitors?
The largest listed companies in the same industry are BlackRock, Blackstone, Investor and Brookfield. The peers table on this page compares their profit, growth and price with Mexico Equity & Income Fund's.
Prices: daily closes to Nov 10, 2026. Fundamentals: company reports via invest-like data.