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FCUDX vs VTSAX
FCUDX vs VTSAX Comparison
Open Charts FCUDX vs VTSAX
NYLI PineStone U.S. Equity Class R6
Price$20.75
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets584.31M
Vanguard Total Stock Mkt Idx Adm
Price$159.76
Change+$0.55 (+0.35%)
VolumeN/A
Net Assets1.95T
FCUDX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. FCUDX (584M). VTSAX pays higher dividends than FCUDX: VTSAX (1.16) vs FCUDX (0.54). FCUDX was incepted earlier than VTSAX: FCUDX (2 years) vs VTSAX (25 years). FCUDX (0.61) is less costly to investors than VTSAX (0.04). FCUDX is a more actively managed with annual turnover of: 8.00 vs. VTSAX (2.00). FCUDX has a lower initial minimum investment than VTSAX: FCUDX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 15.59 vs. FCUDX (4.85).
| FCUDX | VTSAX | FCUDX / VTSAX | |
| Total Expense Ratio | 0.61 | 0.04 | 1,525% |
| Annual Report Gross Expense Ratio | 0.61 | 0.04 | 1,525% |
| Fund Existence | 2 years | 25 years | - |
| Gain YTD | 8.981 | 12.966 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 1.95T | 0% |
| Annual Yield % from dividends | 0.54 | 1.16 | 46% |
| Returns for 1 year | 4.85 | 15.59 | 31% |
| Returns for 3 years | N/A | 82.88 | - |
| Returns for 5 years | N/A | 91.26 | - |
| Returns for 10 years | N/A | 238.81 | - |