Interact to see
Advertisement
Advertisement
FCUEX vs VTSMX
FCUEX vs VTSMX Comparison
Open Charts FCUEX vs VTSMX
NYLI PineStone U.S. Equity
Price$19.91
Change+$0.17 (+0.86%)
VolumeN/A
Net Assets574.31M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FCUEX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FCUEX (574M). VTSMX pays higher dividends than FCUEX: VTSMX (1.12) vs FCUEX (0.33). 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 (2.00) and VTSMX (2.00) have comparable annual turnover. 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 : 13.89 vs. FCUEX (8.91). VTSMX return over 5 years is better than : 95.59 vs. FCUEX (79.03).
| 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 | 4.845 | 6.421 | 75% |
| 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 | 1.12 | 29% |
| Returns for 1 year | 8.91 | 13.89 | 64% |
| Returns for 3 years | 41.46 | 62.08 | 67% |
| Returns for 5 years | 79.03 | 95.59 | 83% |
| Returns for 10 years | N/A | 198.05 | - |