FNX vs. FNCMX

In the year-to-date period, FNX achieves a -3.76% return, which is significantly lower than FNCMX's -0.47% return. Over the past 10 years, FNX has underperformed FNCMX with an annualized return of 8.54%, while FNCMX has yielded a comparatively higher 15.22% annualized return.

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FNX has a 0.60% expense ratio, which is higher than FNCMX's 0.29% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for First Trust Mid Cap Core AlphaDEX Fund (FNX) and Fidelity NASDAQ Composite Index Fund (FNCMX). 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 FNX Sharpe Ratio is 0.16, which is lower than the FNCMX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of FNX and FNCMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FNX's dividend yield for the trailing twelve months is around 1.40%, more than FNCMX's 0.61% yield.

The maximum FNX drawdown since its inception was -57.11%, roughly equal to the maximum FNCMX drawdown of -55.08%. Use the drawdown chart below to compare losses from any high point for FNX and FNCMX.

First Trust Mid Cap Core AlphaDEX Fund (FNX) and Fidelity NASDAQ Composite Index Fund (FNCMX) have volatilities of 6.03% and 5.98%, 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.