FNCMX vs. FTC
Compare and contrast key facts about Fidelity NASDAQ Composite Index Fund (FNCMX) and First Trust Large Cap Growth AlphaDEX Fund (FTC).
FNCMX is managed by Fidelity. FTC is a passively managed fund by First Trust that tracks the performance of the NASDAQ AlphaDEX Large Cap Growth Index. It was launched on May 8, 2007.
Performance
FNCMX vs. FTC - Performance Comparison
Loading graphics...
FNCMX vs. FTC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FNCMX Fidelity NASDAQ Composite Index Fund | -6.99% | 21.11% | 29.48% | 45.13% | -32.40% | 22.21% | 44.57% | 36.63% | -3.07% | 28.35% |
FTC First Trust Large Cap Growth AlphaDEX Fund | -2.14% | 15.89% | 26.60% | 20.72% | -23.28% | 24.43% | 33.35% | 28.07% | -6.03% | 25.32% |
Returns By Period
In the year-to-date period, FNCMX achieves a -6.99% return, which is significantly lower than FTC's -2.14% return. Over the past 10 years, FNCMX has outperformed FTC with an annualized return of 16.86%, while FTC has yielded a comparatively lower 12.92% annualized return.
FNCMX
- 1D
- 3.83%
- 1M
- -5.04%
- YTD
- -6.99%
- 6M
- -4.89%
- 1Y
- 24.46%
- 3Y*
- 21.83%
- 5Y*
- 10.80%
- 10Y*
- 16.86%
FTC
- 1D
- 1.47%
- 1M
- -4.52%
- YTD
- -2.14%
- 6M
- -2.41%
- 1Y
- 17.84%
- 3Y*
- 19.31%
- 5Y*
- 9.96%
- 10Y*
- 12.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FNCMX vs. FTC - Expense Ratio Comparison
FNCMX has a 0.29% expense ratio, which is lower than FTC's 0.60% expense ratio.
Return for Risk
FNCMX vs. FTC — Risk / Return Rank
FNCMX
FTC
FNCMX vs. FTC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity NASDAQ Composite Index Fund (FNCMX) and First Trust Large Cap Growth AlphaDEX Fund (FTC). 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.
| FNCMX | FTC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.84 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.26 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.17 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 1.51 | +0.41 |
Martin ratioReturn relative to average drawdown | 7.03 | 6.11 | +0.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FNCMX | FTC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.84 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.51 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.64 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.48 | +0.05 |
Correlation
The correlation between FNCMX and FTC is 0.86, 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
FNCMX vs. FTC - Dividend Comparison
FNCMX's dividend yield for the trailing twelve months is around 0.55%, more than FTC's 0.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNCMX Fidelity NASDAQ Composite Index Fund | 0.55% | 0.51% | 0.61% | 0.67% | 0.88% | 0.47% | 0.67% | 4.41% | 1.93% | 0.03% | 1.01% | 1.50% |
FTC First Trust Large Cap Growth AlphaDEX Fund | 0.22% | 0.20% | 0.32% | 0.65% | 0.90% | 0.00% | 0.40% | 0.64% | 0.35% | 0.40% | 0.86% | 0.52% |
Drawdowns
FNCMX vs. FTC - Drawdown Comparison
The maximum FNCMX drawdown since its inception was -55.08%, roughly equal to the maximum FTC drawdown of -54.05%. Use the drawdown chart below to compare losses from any high point for FNCMX and FTC.
Loading graphics...
Drawdown Indicators
| FNCMX | FTC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.08% | -54.05% | -1.03% |
Max Drawdown (1Y)Largest decline over 1 year | -13.25% | -12.79% | -0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -35.64% | -31.18% | -4.46% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -34.66% | -0.98% |
Current DrawdownCurrent decline from peak | -9.68% | -5.87% | -3.81% |
Average DrawdownAverage peak-to-trough decline | -7.91% | -9.40% | +1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 3.16% | +0.45% |
Volatility
FNCMX vs. FTC - Volatility Comparison
Fidelity NASDAQ Composite Index Fund (FNCMX) and First Trust Large Cap Growth AlphaDEX Fund (FTC) have volatilities of 6.98% and 7.28%, 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.
Loading graphics...
Volatility by Period
| FNCMX | FTC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.98% | 7.28% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 13.04% | 14.26% | -1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.31% | 21.29% | +2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.47% | 19.71% | +2.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.01% | 20.29% | +1.72% |