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FCUIX vs VTSMX
FCUIX vs VTSMX Comparison
Open Charts FCUIX vs VTSMX
NYLI PineStone U.S. Equity
Price$19.08
Change-$0.28 (-1.45%)
VolumeN/A
Net Assets552.72M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
FCUIX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FCUIX (553M). VTSMX pays higher dividends than FCUIX: VTSMX (1.18) vs FCUIX (0.54). FCUIX was incepted earlier than VTSMX: FCUIX (6 years) vs VTSMX (33 years). FCUIX (0.65) is less costly to investors than VTSMX (0.14). FCUIX (2.00) and VTSMX (2.00) have comparable annual turnover. VTSMX has a lower initial minimum investment than FCUIX: VTSMX (3000) vs FCUIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. FCUIX (5.32). VTSMX return over 5 years is better than : 91.36 vs. FCUIX (79.84).
| FCUIX | VTSMX | FCUIX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 0.210 | 1.349 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 1.82T | 0% |
| Annual Yield % from dividends | 0.54 | 1.18 | 45% |
| Returns for 1 year | 5.32 | 10.06 | 53% |
| Returns for 3 years | 40.69 | 57.59 | 71% |
| Returns for 5 years | 79.84 | 91.36 | 87% |
| Returns for 10 years | N/A | 178.92 | - |
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