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FCUPX vs VTSAX
FCUPX vs VTSAX Comparison
Open Charts FCUPX vs VTSAX
NYLI PineStone U.S. Equity
Price$20.43
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets565.41M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
FCUPX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. FCUPX (565M). VTSAX pays higher dividends than FCUPX: VTSAX (1.18) 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 is a more actively managed with annual turnover of: 8.00 vs. VTSAX (2.00). 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 : 16.22 vs. FCUPX (8.35).
| 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 | 7.300 | 9.275 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 1.91T | 0% |
| Annual Yield % from dividends | 0.56 | 1.18 | 47% |
| Returns for 1 year | 8.35 | 16.22 | 52% |
| Returns for 3 years | N/A | 46.82 | - |
| Returns for 5 years | N/A | 85.86 | - |
| Returns for 10 years | N/A | 203.17 | - |
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