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FCUPX vs VTSMX
FCUPX vs VTSMX Comparison
Open Charts FCUPX vs VTSMX
NYLI PineStone U.S. Equity
Price$20.44
Change-$0.20 (-0.97%)
VolumeN/A
Net Assets563.9M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
FCUPX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. FCUPX (564M). VTSMX pays higher dividends than FCUPX: VTSMX (1.02) vs FCUPX (0.54). 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 : 13.42 vs. FCUPX (3.62).
| 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 | 8.403 | 15.972 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 564M | 2.05T | 0% |
| Annual Yield % from dividends | 0.54 | 1.02 | 53% |
| Returns for 1 year | 3.62 | 13.42 | 27% |
| Returns for 3 years | N/A | 68.22 | - |
| Returns for 5 years | N/A | 83.98 | - |
| Returns for 10 years | N/A | 235.40 | - |
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