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FCUPX vs VTSMX
FCUPX vs VTSMX Comparison
Open Charts FCUPX vs VTSMX
NYLI PineStone U.S. Equity
Price$20.69
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets577.3M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
FCUPX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. FCUPX (577M). VTSMX pays higher dividends than FCUPX: VTSMX (1.04) vs FCUPX (0.53). FCUPX was incepted earlier than VTSMX: FCUPX (2 years) vs VTSMX (34 years). FCUPX (0.61) is less costly to investors than VTSMX (0.14). FCUPX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than FCUPX: VTSMX (3000) vs FCUPX (5000000). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. FCUPX (4.29).
| FCUPX | VTSMX | FCUPX / VTSMX | |
| Total Expense Ratio | 0.61 | 0.14 | 436% |
| Annual Report Gross Expense Ratio | 0.61 | 0.14 | 436% |
| Fund Existence | 2 years | 34 years | - |
| Gain YTD | 8.666 | 13.012 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 2.02T | 0% |
| Annual Yield % from dividends | 0.53 | 1.04 | 51% |
| Returns for 1 year | 4.29 | 13.79 | 31% |
| Returns for 3 years | N/A | 76.02 | - |
| Returns for 5 years | N/A | 84.86 | - |
| Returns for 10 years | N/A | 225.10 | - |
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