MGRDX vs. SWISX
Compare and contrast key facts about MFS International Growth Fund R6 (MGRDX) and Schwab International Index Fund (SWISX).
MGRDX is an actively managed fund by MFS. It was launched on May 1, 2006. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997.
Performance
MGRDX vs. SWISX - Performance Comparison
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MGRDX vs. SWISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MGRDX MFS International Growth Fund R6 | -6.04% | 21.18% | 9.22% | 14.99% | -15.00% | 9.61% | 15.82% | 27.32% | -8.79% | 32.56% |
SWISX Schwab International Index Fund | -1.95% | 31.59% | 3.54% | 18.13% | -14.30% | 11.25% | 8.14% | 21.87% | -13.38% | 25.32% |
Returns By Period
In the year-to-date period, MGRDX achieves a -6.04% return, which is significantly lower than SWISX's -1.95% return. Over the past 10 years, MGRDX has outperformed SWISX with an annualized return of 9.26%, while SWISX has yielded a comparatively lower 8.51% annualized return.
MGRDX
- 1D
- 0.16%
- 1M
- -12.25%
- YTD
- -6.04%
- 6M
- -4.72%
- 1Y
- 9.18%
- 3Y*
- 9.39%
- 5Y*
- 5.75%
- 10Y*
- 9.26%
SWISX
- 1D
- 0.32%
- 1M
- -10.91%
- YTD
- -1.95%
- 6M
- 2.32%
- 1Y
- 19.51%
- 3Y*
- 13.26%
- 5Y*
- 7.79%
- 10Y*
- 8.51%
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MGRDX vs. SWISX - Expense Ratio Comparison
MGRDX has a 0.72% expense ratio, which is higher than SWISX's 0.06% expense ratio.
Return for Risk
MGRDX vs. SWISX — Risk / Return Rank
MGRDX
SWISX
MGRDX vs. SWISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Growth Fund R6 (MGRDX) and Schwab International Index Fund (SWISX). 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.
| MGRDX | SWISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 1.08 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.84 | 1.52 | -0.68 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.22 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 1.51 | -0.93 |
Martin ratioReturn relative to average drawdown | 2.34 | 5.81 | -3.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MGRDX | SWISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 1.08 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.49 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.51 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.29 | -0.02 |
Correlation
The correlation between MGRDX and SWISX is 0.93, 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.
Dividends
MGRDX vs. SWISX - Dividend Comparison
MGRDX's dividend yield for the trailing twelve months is around 5.99%, more than SWISX's 3.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGRDX MFS International Growth Fund R6 | 5.99% | 5.63% | 6.35% | 2.90% | 3.06% | 6.97% | 0.80% | 1.51% | 4.20% | 2.61% | 1.45% | 1.20% |
SWISX Schwab International Index Fund | 3.62% | 3.55% | 3.29% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% |
Drawdowns
MGRDX vs. SWISX - Drawdown Comparison
The maximum MGRDX drawdown since its inception was -60.75%, roughly equal to the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for MGRDX and SWISX.
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Drawdown Indicators
| MGRDX | SWISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.75% | -60.65% | -0.10% |
Max Drawdown (1Y)Largest decline over 1 year | -12.39% | -11.39% | -1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -30.60% | -29.42% | -1.18% |
Max Drawdown (10Y)Largest decline over 10 years | -30.60% | -33.83% | +3.23% |
Current DrawdownCurrent decline from peak | -12.25% | -10.91% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -12.49% | -14.88% | +2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 2.97% | +0.11% |
Volatility
MGRDX vs. SWISX - Volatility Comparison
The current volatility for MFS International Growth Fund R6 (MGRDX) is 5.78%, while Schwab International Index Fund (SWISX) has a volatility of 7.16%. This indicates that MGRDX experiences smaller price fluctuations and is considered to be less risky than SWISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MGRDX | SWISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.78% | 7.16% | -1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 10.88% | -1.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.28% | 17.01% | -2.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.46% | 16.06% | -0.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 16.79% | -1.11% |