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FCUEX vs VTSMX
FCUEX vs VTSMX Comparison
Open Charts FCUEX vs VTSMX
NYLI PineStone U.S. Equity
Price$20.32
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets565.41M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
FCUEX vs VTSMX Comparison Chart in %
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FCUEX vs. VTSMX commentary
Aug 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FCUEX is a Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. FCUEX (565M). VTSMX pays higher dividends than FCUEX: VTSMX (1.09) vs FCUEX (0.32). FCUEX was incepted earlier than VTSMX: FCUEX (6 years) vs VTSMX (33 years). FCUEX (0.90) is less costly to investors than VTSMX (0.14). FCUEX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than FCUEX: VTSMX (3000) vs FCUEX (15000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. FCUEX (7.91). VTSMX return over 5 years is better than : 85.82 vs. FCUEX (70.01).
| FCUEX | VTSMX | FCUEX / VTSMX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 0.90 | 0.14 | 643% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 7.004 | 9.266 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 1.91T | 0% |
| Annual Yield % from dividends | 0.32 | 1.09 | 29% |
| Returns for 1 year | 7.91 | 16.21 | 49% |
| Returns for 3 years | 29.00 | 46.80 | 62% |
| Returns for 5 years | 70.01 | 85.82 | 82% |
| Returns for 10 years | N/A | 202.54 | - |
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