FYT vs. FNCMX

In the year-to-date period, FYT achieves a -11.54% return, which is significantly lower than FNCMX's -0.79% return. Over the past 10 years, FYT has underperformed FNCMX with an annualized return of 5.36%, while FNCMX has yielded a comparatively higher 15.20% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FYT has a 0.72% 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 Small Cap Value AlphaDEX Fund (FYT) 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 FYT Sharpe Ratio is -0.22, which is lower than the FNCMX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of FYT 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.

FYT's dividend yield for the trailing twelve months is around 2.09%, more than FNCMX's 0.61% yield.

The maximum FYT drawdown since its inception was -50.48%, smaller than the maximum FNCMX drawdown of -55.08%. Use the drawdown chart below to compare losses from any high point for FYT and FNCMX.

First Trust Small Cap Value AlphaDEX Fund (FYT) has a higher volatility of 7.69% compared to Fidelity NASDAQ Composite Index Fund (FNCMX) at 6.00%. This indicates that FYT's price experiences larger fluctuations and is considered to be riskier than FNCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.