SWRLX vs. FIGCX
Compare and contrast key facts about Touchstone International Equity Fund (SWRLX) and Fidelity Advisor International Growth Fund Class C (FIGCX).
SWRLX is managed by Touchstone. It was launched on Mar 1, 1993. FIGCX is managed by Fidelity. It was launched on Nov 1, 2007.
Performance
SWRLX vs. FIGCX - Performance Comparison
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SWRLX vs. FIGCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWRLX Touchstone International Equity Fund | 2.74% | 53.78% | -1.53% | 17.63% | -11.02% | 3.86% | 7.47% | 25.87% | -16.81% | 27.24% |
FIGCX Fidelity Advisor International Growth Fund Class C | -6.06% | 16.70% | 4.24% | 19.59% | -24.00% | 14.19% | 15.75% | 32.65% | -12.46% | 28.23% |
Returns By Period
In the year-to-date period, SWRLX achieves a 2.74% return, which is significantly higher than FIGCX's -6.06% return. Over the past 10 years, SWRLX has outperformed FIGCX with an annualized return of 9.09%, while FIGCX has yielded a comparatively lower 7.27% annualized return.
SWRLX
- 1D
- 0.00%
- 1M
- -11.11%
- YTD
- 2.74%
- 6M
- 12.29%
- 1Y
- 38.68%
- 3Y*
- 18.67%
- 5Y*
- 10.18%
- 10Y*
- 9.09%
FIGCX
- 1D
- -0.45%
- 1M
- -13.51%
- YTD
- -6.06%
- 6M
- -6.06%
- 1Y
- 7.84%
- 3Y*
- 7.47%
- 5Y*
- 3.42%
- 10Y*
- 7.27%
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SWRLX vs. FIGCX - Expense Ratio Comparison
SWRLX has a 1.37% expense ratio, which is lower than FIGCX's 2.05% expense ratio.
Return for Risk
SWRLX vs. FIGCX — Risk / Return Rank
SWRLX
FIGCX
SWRLX vs. FIGCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone International Equity Fund (SWRLX) and Fidelity Advisor International Growth Fund Class C (FIGCX). 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.
| SWRLX | FIGCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.38 | 0.38 | +2.00 |
Sortino ratioReturn per unit of downside risk | 2.90 | 0.66 | +2.24 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.09 | +0.38 |
Calmar ratioReturn relative to maximum drawdown | 3.02 | 0.42 | +2.60 |
Martin ratioReturn relative to average drawdown | 11.84 | 1.68 | +10.16 |
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
| SWRLX | FIGCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.38 | 0.38 | +2.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.20 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.42 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.22 | +0.17 |
Correlation
The correlation between SWRLX and FIGCX is 0.89, 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
SWRLX vs. FIGCX - Dividend Comparison
SWRLX's dividend yield for the trailing twelve months is around 7.43%, more than FIGCX's 3.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWRLX Touchstone International Equity Fund | 7.43% | 7.63% | 10.53% | 1.36% | 1.56% | 14.95% | 0.46% | 9.10% | 15.19% | 3.61% | 0.66% | 3.76% |
FIGCX Fidelity Advisor International Growth Fund Class C | 3.12% | 2.93% | 0.77% | 0.00% | 1.52% | 1.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.15% | 0.07% |
Drawdowns
SWRLX vs. FIGCX - Drawdown Comparison
The maximum SWRLX drawdown since its inception was -59.44%, which is greater than FIGCX's maximum drawdown of -56.53%. Use the drawdown chart below to compare losses from any high point for SWRLX and FIGCX.
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Drawdown Indicators
| SWRLX | FIGCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.44% | -56.53% | -2.91% |
Max Drawdown (1Y)Largest decline over 1 year | -11.73% | -14.03% | +2.30% |
Max Drawdown (5Y)Largest decline over 5 years | -34.19% | -35.58% | +1.39% |
Max Drawdown (10Y)Largest decline over 10 years | -35.95% | -35.58% | -0.37% |
Current DrawdownCurrent decline from peak | -11.49% | -14.03% | +2.54% |
Average DrawdownAverage peak-to-trough decline | -11.68% | -11.37% | -0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 3.54% | -0.47% |
Volatility
SWRLX vs. FIGCX - Volatility Comparison
The current volatility for Touchstone International Equity Fund (SWRLX) is 6.90%, while Fidelity Advisor International Growth Fund Class C (FIGCX) has a volatility of 8.00%. This indicates that SWRLX experiences smaller price fluctuations and is considered to be less risky than FIGCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWRLX | FIGCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 8.00% | -1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 10.71% | 12.67% | -1.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.93% | 19.00% | -3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.21% | 17.55% | -0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.75% | 17.53% | -0.78% |