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FCUDX vs VTSMX
FCUDX vs VTSMX Comparison
Open Charts FCUDX vs VTSMX
NYLI PineStone U.S. Equity Class R6
Price$19.09
Change-$0.27 (-1.39%)
VolumeN/A
Net Assets552.72M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
FCUDX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FCUDX (553M). VTSMX pays higher dividends than FCUDX: VTSMX (1.18) vs FCUDX (0.58). FCUDX was incepted earlier than VTSMX: FCUDX (2 years) vs VTSMX (33 years). FCUDX (0.61) is less costly to investors than VTSMX (0.14). FCUDX (2.00) and VTSMX (2.00) have comparable annual turnover. FCUDX has a lower initial minimum investment than VTSMX: FCUDX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. FCUDX (5.42).
| FCUDX | VTSMX | FCUDX / VTSMX | |
| Total Expense Ratio | 0.61 | 0.14 | 436% |
| Annual Report Gross Expense Ratio | 0.61 | 0.14 | 436% |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | 0.263 | 1.349 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 1.82T | 0% |
| Annual Yield % from dividends | 0.58 | 1.18 | 49% |
| Returns for 1 year | 5.42 | 10.06 | 54% |
| Returns for 3 years | N/A | 57.59 | - |
| Returns for 5 years | N/A | 91.36 | - |
| Returns for 10 years | N/A | 178.92 | - |
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