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FNY vs FYC

First Trust Mid Cap Growth AlphaDEX Fund vs First Trust Small Cap Growth AlphaDEX Fund

FNY

First Trust Mid Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.73%

Fund size

$518M

FYC

First Trust Small Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.70%

Fund size

$1.0B

Key differences

  • Over the last 3 years, FYC has delivered higher annualized returns.

Side-by-side comparison

FNYFYC
Annual cost (TER)0.73%0.70%
Fund size (AUM)$518M$1.0B
Since20112011
Dividend yield0.03%0.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.0%+56.7%
CAGR 3Y+20.1%+27.1%
CAGR 5Y+9.2%+11.2%
Sharpe 3Y0.821.04
Volatility 1Y19.81%21.07%
Max drawdown-38.91%-47.85%

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

Similar to FNY and FYC