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FAB vs FNK

First Trust Multi Cap Value AlphaDEX Fund vs First Trust Mid Cap Value AlphaDEX Fund

FAB

First Trust Multi Cap Value AlphaDEX Fund

First Trust

Annual cost

0.66%

Fund size

$139M

FNK

First Trust Mid Cap Value AlphaDEX Fund

First Trust

Annual cost

0.74%

Fund size

$217M

Key differences

  • FAB costs 0.08% less per year.
  • Over the last 3 years, FAB has delivered higher annualized returns.

Side-by-side comparison

FABFNK
Annual cost (TER)0.66%0.74%
Fund size (AUM)$139M$217M
Since20072011
Dividend yield1.58%1.54%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.9%+21.0%
CAGR 3Y+15.9%+13.8%
CAGR 5Y+7.9%+6.9%
Sharpe 3Y0.740.58
Volatility 1Y14.02%15.67%
Max drawdown-47.08%-50.70%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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