FDM vs. JMCRX

In the year-to-date period, FDM achieves a -1.08% return, which is significantly higher than JMCRX's -8.94% return. Over the past 10 years, FDM has outperformed JMCRX with an annualized return of 8.63%, while JMCRX has yielded a comparatively lower 5.86% annualized return.

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FDM has a 0.60% expense ratio, which is lower than JMCRX's 1.51% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for First Trust Dow Jones Select MicroCap Index Fund (FDM) and James Micro Cap Fund (JMCRX). 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.

The current FDM Sharpe Ratio is 0.42, which is higher than the JMCRX Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of FDM and JMCRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDM's dividend yield for the trailing twelve months is around 1.92%, more than JMCRX's 1.57% yield.

The maximum FDM drawdown since its inception was -63.45%, which is greater than JMCRX's maximum drawdown of -47.11%. Use the drawdown chart below to compare losses from any high point for FDM and JMCRX.

First Trust Dow Jones Select MicroCap Index Fund (FDM) and James Micro Cap Fund (JMCRX) have volatilities of 6.44% and 6.46%, 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.