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FCUEX vs VFIAX
FCUEX vs VFIAX Comparison
Open Charts FCUEX vs VFIAX
NYLI PineStone U.S. Equity
Price$21.03
Change-$0.06 (-0.28%)
VolumeN/A
Net AssetsN/A
Vanguard 500 Index Admiral
Price$611.32
Change-$0.77 (-0.13%)
VolumeN/A
Net Assets1.37T
FCUEX vs VFIAX Comparison Chart in %
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FCUEX vs. VFIAX commentary
Sep 18, 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 pays higher dividends than FCUEX: VFIAX (1.16) vs FCUEX (0.31). 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 : 17.49 vs. FCUEX (7.80). VFIAX return over 5 years is better than : 97.09 vs. FCUEX (75.81).
| 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 | 10.743 | 12.799 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 1.37T | - |
| Annual Yield % from dividends | 0.31 | 1.16 | 27% |
| Returns for 1 year | 7.80 | 17.49 | 45% |
| Returns for 3 years | 50.16 | 70.80 | 71% |
| Returns for 5 years | 75.81 | 97.09 | 78% |
| Returns for 10 years | N/A | 239.50 | - |
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