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FCUEX vs VFIAX
FCUEX vs VFIAX Comparison
Open Charts FCUEX vs VFIAX
NYLI PineStone U.S. Equity
Price$19.70
Change-$0.13 (-0.66%)
VolumeN/A
Net Assets567.78M
Vanguard 500 Index Admiral
Price$577.86
Change-$1.91 (-0.33%)
VolumeN/A
Net Assets1.49T
FCUEX vs VFIAX Comparison Chart in %
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FCUEX vs. VFIAX commentary
Jul 12, 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: 1.49T vs. FCUEX (568M). VFIAX pays higher dividends than FCUEX: VFIAX (1.21) 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 is a more actively managed with annual turnover of: 8.00 vs. VFIAX (2.00). 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 : 12.54 vs. FCUEX (6.60). VFIAX return over 5 years is better than : 97.39 vs. FCUEX (74.35).
| 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 | 3.739 | 6.843 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 568M | 1.49T | 0% |
| Annual Yield % from dividends | 0.33 | 1.21 | 27% |
| Returns for 1 year | 6.60 | 12.54 | 53% |
| Returns for 3 years | 39.87 | 64.61 | 62% |
| Returns for 5 years | 74.35 | 97.39 | 76% |
| Returns for 10 years | N/A | 198.19 | - |
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