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FCUEX vs VFIAX
FCUEX vs VFIAX Comparison
Open Charts FCUEX vs VFIAX
NYLI PineStone U.S. Equity
Price$19.57
Change-$0.25 (-1.26%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$542.50
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
FCUEX vs VFIAX Comparison Chart
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FCUEX vs. VFIAX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. FCUEX (586M). 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 : 30.22 vs. FCUEX (17.79). VFIAX (88.12) and FCUEX (87.35) have equivalent 5 years return.
| 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 | 13.056 | 23.347 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 1.28T | 0% |
| Annual Yield % from dividends | 0.19 | 1.32 | 15% |
| Returns for 1 year | 17.79 | 30.22 | 59% |
| Returns for 3 years | 12.83 | 24.93 | 51% |
| Returns for 5 years | 87.35 | 88.12 | 99% |
| Returns for 10 years | N/A | 187.71 | - |
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