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FCUEX vs VFIAX
FCUEX vs VFIAX Comparison
Open Charts FCUEX vs VFIAX
NYLI PineStone U.S. Equity
Price$18.69
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets552.73M
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
FCUEX vs VFIAX Comparison Chart
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FCUEX vs. VFIAX commentary
May 09, 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: 1.34T vs. FCUEX (553M). VFIAX pays higher dividends than FCUEX: VFIAX (1.36) vs FCUEX (0.35). 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 : 8.60 vs. FCUEX (4.81). VFIAX return over 5 years is better than : 92.14 vs. FCUEX (78.88).
| 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 | -1.580 | -4.178 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 1.34T | 0% |
| Annual Yield % from dividends | 0.35 | 1.36 | 26% |
| Returns for 1 year | 4.81 | 8.60 | 56% |
| Returns for 3 years | 30.58 | 41.15 | 74% |
| Returns for 5 years | 78.88 | 92.14 | 86% |
| Returns for 10 years | N/A | 167.68 | - |
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