FTC vs. FNCMX
Compare and contrast key facts about First Trust Large Cap Growth AlphaDEX Fund (FTC) and Fidelity NASDAQ Composite Index Fund (FNCMX).
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. FNCMX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTC or FNCMX.
Correlation
The correlation between FTC and FNCMX 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.
Performance
FTC vs. FNCMX - Performance Comparison
Key characteristics
FTC:
1.57
FNCMX:
1.46
FTC:
2.17
FNCMX:
1.97
FTC:
1.27
FNCMX:
1.26
FTC:
2.87
FNCMX:
2.04
FTC:
8.27
FNCMX:
7.34
FTC:
3.04%
FNCMX:
3.66%
FTC:
15.99%
FNCMX:
18.41%
FTC:
-54.05%
FNCMX:
-55.71%
FTC:
-0.04%
FNCMX:
-0.54%
Returns By Period
In the year-to-date period, FTC achieves a 7.65% return, which is significantly higher than FNCMX's 3.91% return. Over the past 10 years, FTC has underperformed FNCMX with an annualized return of 12.52%, while FNCMX has yielded a comparatively higher 15.47% annualized return.
FTC
7.65%
3.63%
18.40%
28.31%
14.45%
12.52%
FNCMX
3.91%
2.20%
12.20%
29.09%
16.99%
15.47%
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FTC vs. FNCMX - Expense Ratio Comparison
FTC has a 0.60% expense ratio, which is higher than FNCMX's 0.29% expense ratio.
Risk-Adjusted Performance
FTC vs. FNCMX — Risk-Adjusted Performance Rank
FTC
FNCMX
FTC vs. FNCMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Large Cap Growth AlphaDEX Fund (FTC) 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.
Dividends
FTC vs. FNCMX - Dividend Comparison
FTC's dividend yield for the trailing twelve months is around 0.30%, less than FNCMX's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTC First Trust Large Cap Growth AlphaDEX Fund | 0.30% | 0.32% | 0.65% | 0.91% | 0.00% | 0.40% | 0.64% | 0.35% | 0.40% | 0.86% | 0.52% | 0.76% |
FNCMX Fidelity NASDAQ Composite Index Fund | 0.58% | 0.61% | 0.67% | 0.88% | 0.47% | 0.67% | 0.97% | 0.94% | 0.70% | 0.91% | 0.89% | 0.80% |
Drawdowns
FTC vs. FNCMX - Drawdown Comparison
The maximum FTC drawdown since its inception was -54.05%, roughly equal to the maximum FNCMX drawdown of -55.71%. Use the drawdown chart below to compare losses from any high point for FTC and FNCMX. For additional features, visit the drawdowns tool.
Volatility
FTC vs. FNCMX - Volatility Comparison
The current volatility for First Trust Large Cap Growth AlphaDEX Fund (FTC) is 4.58%, while Fidelity NASDAQ Composite Index Fund (FNCMX) has a volatility of 5.14%. This indicates that FTC experiences smaller price fluctuations and is considered to be less risky than FNCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.