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FCUDX vs VTSMX
FCUDX vs VTSMX Comparison
Open Charts FCUDX vs VTSMX
NYLI PineStone U.S. Equity Class R6
Price$20.00
Change+$0.17 (+0.86%)
VolumeN/A
Net Assets574.31M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FCUDX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FCUDX (574M). VTSMX pays higher dividends than FCUDX: VTSMX (1.12) vs FCUDX (0.56). 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 is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). 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 : 13.89 vs. FCUDX (9.30).
| 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 | 5.042 | 6.421 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 574M | 1.82T | 0% |
| Annual Yield % from dividends | 0.56 | 1.12 | 50% |
| Returns for 1 year | 9.30 | 13.89 | 67% |
| Returns for 3 years | N/A | 62.08 | - |
| Returns for 5 years | N/A | 95.59 | - |
| Returns for 10 years | N/A | 198.05 | - |
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