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FCUEX vs VTSAX
FCUEX vs VTSAX Comparison
Open Charts FCUEX vs VTSAX
NYLI PineStone U.S. Equity
Price$19.91
Change+$0.17 (+0.86%)
VolumeN/A
Net Assets574.31M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FCUEX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. FCUEX (574M). VTSAX pays higher dividends than FCUEX: VTSAX (1.21) vs FCUEX (0.33). FCUEX was incepted earlier than VTSAX: FCUEX (6 years) vs VTSAX (25 years). FCUEX (0.90) is less costly to investors than VTSAX (0.04). FCUEX (2.00) and VTSAX (2.00) have comparable annual turnover. VTSAX has a lower initial minimum investment than FCUEX: VTSAX (3000) vs FCUEX (15000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. FCUEX (8.91). VTSAX return over 5 years is better than : 95.62 vs. FCUEX (79.03).
| FCUEX | VTSAX | FCUEX / VTSAX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 0.90 | 0.04 | 2,250% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 4.845 | 6.416 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 574M | 1.82T | 0% |
| Annual Yield % from dividends | 0.33 | 1.21 | 27% |
| Returns for 1 year | 8.91 | 13.89 | 64% |
| Returns for 3 years | 41.46 | 62.12 | 67% |
| Returns for 5 years | 79.03 | 95.62 | 83% |
| Returns for 10 years | N/A | 198.69 | - |
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