SWRLX vs. FITGX
Compare and contrast key facts about Touchstone International Equity Fund (SWRLX) and Fidelity Advisor International Growth Fund Class M (FITGX).
SWRLX is managed by Touchstone. It was launched on Mar 1, 1993. FITGX is managed by Fidelity. It was launched on Nov 1, 2007.
Performance
SWRLX vs. FITGX - Performance Comparison
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SWRLX vs. FITGX - 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% |
FITGX Fidelity Advisor International Growth Fund Class M | -5.92% | 17.28% | 4.72% | 20.18% | -23.61% | 14.76% | 16.31% | 33.19% | -12.05% | 28.83% |
Returns By Period
In the year-to-date period, SWRLX achieves a 2.74% return, which is significantly higher than FITGX's -5.92% return. Over the past 10 years, SWRLX has outperformed FITGX with an annualized return of 9.09%, while FITGX has yielded a comparatively lower 7.78% 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%
FITGX
- 1D
- -0.43%
- 1M
- -13.45%
- YTD
- -5.92%
- 6M
- -5.83%
- 1Y
- 8.40%
- 3Y*
- 8.00%
- 5Y*
- 3.95%
- 10Y*
- 7.78%
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SWRLX vs. FITGX - Expense Ratio Comparison
SWRLX has a 1.37% expense ratio, which is lower than FITGX's 1.55% expense ratio.
Return for Risk
SWRLX vs. FITGX — Risk / Return Rank
SWRLX
FITGX
SWRLX vs. FITGX - 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 M (FITGX). 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 | FITGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.38 | 0.41 | +1.97 |
Sortino ratioReturn per unit of downside risk | 2.90 | 0.70 | +2.20 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.09 | +0.38 |
Calmar ratioReturn relative to maximum drawdown | 3.02 | 0.46 | +2.56 |
Martin ratioReturn relative to average drawdown | 11.84 | 1.83 | +10.01 |
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 | FITGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.38 | 0.41 | +1.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.23 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.45 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.24 | +0.14 |
Correlation
The correlation between SWRLX and FITGX 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. FITGX - Dividend Comparison
SWRLX's dividend yield for the trailing twelve months is around 7.43%, more than FITGX's 3.17% 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% |
FITGX Fidelity Advisor International Growth Fund Class M | 3.17% | 2.98% | 0.74% | 0.00% | 1.47% | 1.52% | 0.00% | 0.42% | 0.27% | 0.12% | 0.66% | 0.16% |
Drawdowns
SWRLX vs. FITGX - Drawdown Comparison
The maximum SWRLX drawdown since its inception was -59.44%, which is greater than FITGX's maximum drawdown of -56.26%. Use the drawdown chart below to compare losses from any high point for SWRLX and FITGX.
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Drawdown Indicators
| SWRLX | FITGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.44% | -56.26% | -3.18% |
Max Drawdown (1Y)Largest decline over 1 year | -11.73% | -13.99% | +2.26% |
Max Drawdown (5Y)Largest decline over 5 years | -34.19% | -35.26% | +1.07% |
Max Drawdown (10Y)Largest decline over 10 years | -35.95% | -35.26% | -0.69% |
Current DrawdownCurrent decline from peak | -11.49% | -13.99% | +2.50% |
Average DrawdownAverage peak-to-trough decline | -11.68% | -10.89% | -0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 3.54% | -0.47% |
Volatility
SWRLX vs. FITGX - Volatility Comparison
The current volatility for Touchstone International Equity Fund (SWRLX) is 6.90%, while Fidelity Advisor International Growth Fund Class M (FITGX) has a volatility of 7.97%. This indicates that SWRLX experiences smaller price fluctuations and is considered to be less risky than FITGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWRLX | FITGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 7.97% | -1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.71% | 12.63% | -1.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.93% | 18.97% | -3.04% |
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% | 17.51% | -0.76% |