Interact to see
Advertisement
Advertisement
FCUPX vs VTSAX
FCUPX vs VTSAX Comparison
Open Charts FCUPX vs VTSAX
NYLI PineStone U.S. Equity
Price$20.01
Change+$0.18 (+0.91%)
VolumeN/A
Net Assets574.31M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FCUPX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. FCUPX (574M). VTSAX pays higher dividends than FCUPX: VTSAX (1.21) vs FCUPX (0.56). FCUPX was incepted earlier than VTSAX: FCUPX (2 years) vs VTSAX (25 years). FCUPX (0.62) is less costly to investors than VTSAX (0.04). FCUPX (2.00) and VTSAX (2.00) have comparable annual turnover. VTSAX has a lower initial minimum investment than FCUPX: VTSAX (3000) vs FCUPX (5000000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. FCUPX (9.36).
| FCUPX | VTSAX | FCUPX / VTSAX | |
| Total Expense Ratio | 0.62 | 0.04 | 1,550% |
| Annual Report Gross Expense Ratio | 0.62 | 0.04 | 1,550% |
| Fund Existence | 2 years | 25 years | - |
| Gain YTD | 5.095 | 6.416 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 574M | 1.82T | 0% |
| Annual Yield % from dividends | 0.56 | 1.21 | 47% |
| Returns for 1 year | 9.36 | 13.89 | 67% |
| Returns for 3 years | N/A | 62.12 | - |
| Returns for 5 years | N/A | 95.62 | - |
| Returns for 10 years | N/A | 198.69 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement