FNK vs. GETGX
Compare and contrast key facts about First Trust Mid Cap Value AlphaDEX Fund (FNK) and Victory Sycamore Established Value Fund (GETGX).
FNK is a passively managed fund by First Trust that tracks the performance of the NASDAQ AlphaDEX Mid Cap Value Index. It was launched on Apr 19, 2011. GETGX is managed by Victory. It was launched on Aug 16, 1983.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNK or GETGX.
Correlation
The correlation between FNK and GETGX is 0.88, 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
FNK vs. GETGX - Performance Comparison
Key characteristics
FNK:
0.57
GETGX:
0.06
FNK:
0.93
GETGX:
0.17
FNK:
1.11
GETGX:
1.03
FNK:
1.01
GETGX:
0.06
FNK:
2.17
GETGX:
0.14
FNK:
4.47%
GETGX:
6.32%
FNK:
17.09%
GETGX:
15.89%
FNK:
-50.70%
GETGX:
-59.81%
FNK:
-6.62%
GETGX:
-13.02%
Returns By Period
In the year-to-date period, FNK achieves a 1.18% return, which is significantly lower than GETGX's 3.09% return. Over the past 10 years, FNK has outperformed GETGX with an annualized return of 7.35%, while GETGX has yielded a comparatively lower 3.80% annualized return.
FNK
1.18%
-3.08%
3.07%
9.88%
11.03%
7.35%
GETGX
3.09%
-1.00%
-6.86%
0.56%
4.35%
3.80%
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FNK vs. GETGX - Expense Ratio Comparison
FNK has a 0.70% expense ratio, which is lower than GETGX's 1.11% expense ratio.
Risk-Adjusted Performance
FNK vs. GETGX — Risk-Adjusted Performance Rank
FNK
GETGX
FNK vs. GETGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Mid Cap Value AlphaDEX Fund (FNK) and Victory Sycamore Established Value Fund (GETGX). 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
FNK vs. GETGX - Dividend Comparison
FNK's dividend yield for the trailing twelve months is around 1.61%, more than GETGX's 0.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNK First Trust Mid Cap Value AlphaDEX Fund | 1.61% | 1.63% | 1.76% | 1.66% | 1.27% | 1.61% | 1.82% | 1.76% | 1.40% | 1.38% | 1.44% | 1.07% |
GETGX Victory Sycamore Established Value Fund | 0.82% | 0.85% | 0.96% | 1.18% | 1.26% | 0.98% | 0.90% | 0.88% | 0.42% | 0.36% | 0.76% | 0.91% |
Drawdowns
FNK vs. GETGX - Drawdown Comparison
The maximum FNK drawdown since its inception was -50.70%, smaller than the maximum GETGX drawdown of -59.81%. Use the drawdown chart below to compare losses from any high point for FNK and GETGX. For additional features, visit the drawdowns tool.
Volatility
FNK vs. GETGX - Volatility Comparison
First Trust Mid Cap Value AlphaDEX Fund (FNK) has a higher volatility of 3.70% compared to Victory Sycamore Established Value Fund (GETGX) at 2.62%. This indicates that FNK's price experiences larger fluctuations and is considered to be riskier than GETGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.