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FCUEX vs VFIAX
FCUEX vs VFIAX Comparison
Open Charts FCUEX vs VFIAX
NYLI PineStone U.S. Equity
Price$17.72
Change-$0.15 (-0.84%)
VolumeN/A
Net Assets524.88M
Vanguard 500 Index Admiral
Price$487.66
Change+$0.66 (+0.14%)
VolumeN/A
Net Assets1.32T
FCUEX vs VFIAX Comparison Chart
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FCUEX vs. VFIAX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. FCUEX (525M). VFIAX pays higher dividends than FCUEX: VFIAX (1.35) vs FCUEX (0.34). FCUEX was incepted earlier than VFIAX: FCUEX (6 years) vs VFIAX (24 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 : 5.24 vs. FCUEX (1.64). VFIAX return over 5 years is better than : 83.83 vs. FCUEX (74.39).
| 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 | 24 years | - |
| Gain YTD | -6.688 | -10.139 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 1.32T | 0% |
| Annual Yield % from dividends | 0.34 | 1.35 | 25% |
| Returns for 1 year | 1.64 | 5.24 | 31% |
| Returns for 3 years | 15.18 | 20.37 | 74% |
| Returns for 5 years | 74.39 | 83.83 | 89% |
| Returns for 10 years | N/A | 151.93 | - |
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