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FCUDX vs VTSMX
FCUDX vs VTSMX Comparison
Open Charts FCUDX vs VTSMX
NYLI PineStone U.S. Equity Class R6
Price$20.71
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets562.72M
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
FCUDX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. FCUDX (563M). VTSMX pays higher dividends than FCUDX: VTSMX (1.02) vs FCUDX (0.53). FCUDX was incepted earlier than VTSMX: FCUDX (2 years) vs VTSMX (34 years). FCUDX (0.61) is less costly to investors than VTSMX (0.14). FCUDX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). FCUDX has a lower initial minimum investment than VTSMX: FCUDX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.43 vs. FCUDX (3.20).
| FCUDX | VTSMX | FCUDX / VTSMX | |
| Total Expense Ratio | 0.61 | 0.14 | 436% |
| Annual Report Gross Expense Ratio | 0.61 | 0.14 | 436% |
| Fund Existence | 2 years | 34 years | - |
| Gain YTD | 8.824 | 15.489 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 2.05T | 0% |
| Annual Yield % from dividends | 0.53 | 1.02 | 52% |
| Returns for 1 year | 3.20 | 11.43 | 28% |
| Returns for 3 years | N/A | 64.40 | - |
| Returns for 5 years | N/A | 77.17 | - |
| Returns for 10 years | N/A | 223.01 | - |
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