Correlation
The correlation between HSWYX and MIEIX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
HSWYX vs. MIEIX
Compare and contrast key facts about Hartford Schroders International Stock Fund Class Y (HSWYX) and MFS International Equity Fund Class R6 (MIEIX).
HSWYX is managed by Hartford Mutual Funds. It was launched on Oct 24, 2016. MIEIX is managed by MFS. It was launched on Jan 31, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSWYX or MIEIX.
Performance
HSWYX vs. MIEIX - Performance Comparison
Loading data...
Key characteristics
HSWYX:
0.98
MIEIX:
0.91
HSWYX:
1.31
MIEIX:
1.16
HSWYX:
1.17
MIEIX:
1.16
HSWYX:
1.07
MIEIX:
0.91
HSWYX:
3.83
MIEIX:
2.76
HSWYX:
3.81%
MIEIX:
4.42%
HSWYX:
16.56%
MIEIX:
15.00%
HSWYX:
-33.12%
MIEIX:
-52.61%
HSWYX:
-0.63%
MIEIX:
-0.69%
Returns By Period
The year-to-date returns for both stocks are quite close, with HSWYX having a 15.15% return and MIEIX slightly lower at 14.87%.
HSWYX
15.15%
6.48%
13.24%
15.26%
11.17%
11.97%
N/A
MIEIX
14.87%
4.49%
12.29%
12.45%
11.46%
11.99%
7.56%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HSWYX vs. MIEIX - Expense Ratio Comparison
HSWYX has a 0.82% expense ratio, which is higher than MIEIX's 0.68% expense ratio.
Risk-Adjusted Performance
HSWYX vs. MIEIX — Risk-Adjusted Performance Rank
HSWYX
MIEIX
HSWYX vs. MIEIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hartford Schroders International Stock Fund Class Y (HSWYX) and MFS International Equity Fund Class R6 (MIEIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Loading data...
Dividends
HSWYX vs. MIEIX - Dividend Comparison
HSWYX's dividend yield for the trailing twelve months is around 1.18%, less than MIEIX's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSWYX Hartford Schroders International Stock Fund Class Y | 1.18% | 1.36% | 1.23% | 1.37% | 1.95% | 0.32% | 1.09% | 8.65% | 1.25% | 1.79% | 0.00% | 0.00% |
MIEIX MFS International Equity Fund Class R6 | 1.28% | 1.47% | 1.67% | 1.26% | 5.40% | 1.00% | 3.12% | 1.63% | 1.85% | 1.78% | 1.71% | 2.71% |
Drawdowns
HSWYX vs. MIEIX - Drawdown Comparison
The maximum HSWYX drawdown since its inception was -33.12%, smaller than the maximum MIEIX drawdown of -52.61%. Use the drawdown chart below to compare losses from any high point for HSWYX and MIEIX.
Loading data...
Volatility
HSWYX vs. MIEIX - Volatility Comparison
Hartford Schroders International Stock Fund Class Y (HSWYX) and MFS International Equity Fund Class R6 (MIEIX) have volatilities of 3.21% and 3.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...