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FCUEX vs VFIAX
FCUEX vs VFIAX Comparison
Open Charts FCUEX vs VFIAX
NYLI PineStone U.S. Equity
Price$19.19
Change+$0.11 (+0.58%)
VolumeN/A
Net Assets580.02M
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
FCUEX vs VFIAX Comparison Chart
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FCUEX vs. VFIAX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FCUEX is a StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. FCUEX (580M). VFIAX pays higher dividends than FCUEX: VFIAX (1.32) vs FCUEX (0.19). FCUEX was incepted earlier than VFIAX: FCUEX (5 years) vs VFIAX (24 years). FCUEX (2.00) and VFIAX (2.00) have comparable annual turnover. VFIAX has a lower initial minimum investment than FCUEX: VFIAX (3000) vs FCUEX (15000). VFIAX annual gain was more profitable for investors over the last year : 25.54 vs. FCUEX (11.60). VFIAX return over 5 years is better than : 80.23 vs. FCUEX (71.19).
| FCUEX | VFIAX | FCUEX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 1.053 | 2.010 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 1.35T | 0% |
| Annual Yield % from dividends | 0.19 | 1.32 | 15% |
| Returns for 1 year | 11.60 | 25.54 | 45% |
| Returns for 3 years | 18.03 | 31.13 | 58% |
| Returns for 5 years | 71.19 | 80.23 | 89% |
| Returns for 10 years | N/A | 196.98 | - |