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FCUPX vs VTSMX
FCUPX vs VTSMX Comparison
Open Charts FCUPX vs VTSMX
NYLI PineStone U.S. Equity
Price$20.11
Change+$0.08 (+0.40%)
VolumeN/A
Net Assets563.17M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
FCUPX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. FCUPX (563M). VTSMX pays higher dividends than FCUPX: VTSMX (1.12) vs FCUPX (0.56). FCUPX was incepted earlier than VTSMX: FCUPX (2 years) vs VTSMX (33 years). FCUPX (0.62) 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 : 17.75 vs. FCUPX (9.19).
| FCUPX | VTSMX | FCUPX / VTSMX | |
| Total Expense Ratio | 0.62 | 0.14 | 443% |
| Annual Report Gross Expense Ratio | 0.62 | 0.14 | 443% |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | 5.620 | 8.287 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 1.91T | 0% |
| Annual Yield % from dividends | 0.56 | 1.12 | 51% |
| Returns for 1 year | 9.19 | 17.75 | 52% |
| Returns for 3 years | N/A | 60.60 | - |
| Returns for 5 years | N/A | 93.51 | - |
| Returns for 10 years | N/A | 200.97 | - |
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