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FCUEX vs VFIAX
FCUEX vs VFIAX Comparison
Open Charts FCUEX vs VFIAX
NYLI PineStone U.S. Equity
Price$19.01
Change-$0.27 (-1.40%)
VolumeN/A
Net Assets552.72M
Vanguard 500 Index Admiral
Price$552.96
Change-$6.22 (-1.11%)
VolumeN/A
Net Assets1.43T
FCUEX vs VFIAX Comparison Chart
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FCUEX vs. VFIAX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. FCUEX (553M). VFIAX pays higher dividends than FCUEX: VFIAX (1.28) vs FCUEX (0.33). FCUEX was incepted earlier than VFIAX: FCUEX (6 years) vs VFIAX (25 years). FCUEX (0.90) is less costly to investors than VFIAX (0.04). 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 : 10.05 vs. FCUEX (5.07). VFIAX return over 5 years is better than : 96.35 vs. FCUEX (77.74).
| FCUEX | VFIAX | FCUEX / VFIAX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 0.90 | 0.04 | 2,250% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 0.105 | 1.894 | 6% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 1.43T | 0% |
| Annual Yield % from dividends | 0.33 | 1.28 | 26% |
| Returns for 1 year | 5.07 | 10.05 | 51% |
| Returns for 3 years | 39.69 | 60.00 | 66% |
| Returns for 5 years | 77.74 | 96.35 | 81% |
| Returns for 10 years | N/A | 185.18 | - |
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