SWMIX vs. FIGFX
Compare and contrast key facts about Schwab International Opportunities Fund (SWMIX) and Fidelity International Growth Fund (FIGFX).
SWMIX is managed by Charles Schwab. It was launched on Apr 1, 2004. FIGFX is managed by Fidelity. It was launched on Nov 1, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWMIX or FIGFX.
Correlation
The correlation between SWMIX and FIGFX is 0.94, 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.
Performance
SWMIX vs. FIGFX - Performance Comparison
Key characteristics
SWMIX:
0.74
FIGFX:
0.76
SWMIX:
1.10
FIGFX:
1.14
SWMIX:
1.13
FIGFX:
1.13
SWMIX:
0.27
FIGFX:
1.05
SWMIX:
2.41
FIGFX:
2.88
SWMIX:
4.12%
FIGFX:
3.67%
SWMIX:
13.35%
FIGFX:
13.76%
SWMIX:
-65.11%
FIGFX:
-55.48%
SWMIX:
-28.52%
FIGFX:
0.00%
Returns By Period
In the year-to-date period, SWMIX achieves a 8.16% return, which is significantly lower than FIGFX's 9.28% return. Over the past 10 years, SWMIX has underperformed FIGFX with an annualized return of 0.55%, while FIGFX has yielded a comparatively higher 7.53% annualized return.
SWMIX
8.16%
9.21%
4.58%
10.42%
-1.32%
0.55%
FIGFX
9.28%
8.73%
6.04%
11.39%
6.15%
7.53%
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SWMIX vs. FIGFX - Expense Ratio Comparison
Both SWMIX and FIGFX have an expense ratio of 0.99%.
Risk-Adjusted Performance
SWMIX vs. FIGFX — Risk-Adjusted Performance Rank
SWMIX
FIGFX
SWMIX vs. FIGFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Opportunities Fund (SWMIX) and Fidelity International Growth Fund (FIGFX). 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.
Dividends
SWMIX vs. FIGFX - Dividend Comparison
SWMIX's dividend yield for the trailing twelve months is around 1.89%, more than FIGFX's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWMIX Schwab International Opportunities Fund | 1.89% | 2.05% | 1.72% | 1.09% | 1.12% | 0.00% | 1.78% | 1.50% | 1.35% | 0.87% | 1.47% | 1.60% |
FIGFX Fidelity International Growth Fund | 0.38% | 0.42% | 0.48% | 0.22% | 0.43% | 0.11% | 0.97% | 0.88% | 0.58% | 1.24% | 1.47% | 0.84% |
Drawdowns
SWMIX vs. FIGFX - Drawdown Comparison
The maximum SWMIX drawdown since its inception was -65.11%, which is greater than FIGFX's maximum drawdown of -55.48%. Use the drawdown chart below to compare losses from any high point for SWMIX and FIGFX. For additional features, visit the drawdowns tool.
Volatility
SWMIX vs. FIGFX - Volatility Comparison
Schwab International Opportunities Fund (SWMIX) and Fidelity International Growth Fund (FIGFX) have volatilities of 3.82% and 3.95%, 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.