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FCUEX vs VFIAX
FCUEX vs VFIAX Comparison
Open Charts FCUEX vs VFIAX
NYLI PineStone U.S. Equity
Price$20.03
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets547.3M
Vanguard 500 Index Admiral
Price$613.90
Change+$2.31 (+0.38%)
VolumeN/A
Net Assets1.46T
FCUEX vs VFIAX Comparison Chart in %
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FCUEX vs. VFIAX commentary
Nov 20, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. FCUEX (547M). VFIAX pays higher dividends than FCUEX: VFIAX (1.11) 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 : 11.89 vs. FCUEX (2.78). VFIAX return over 5 years is better than : 86.13 vs. FCUEX (58.78).
| 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 | 5.477 | 12.722 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 547M | 1.46T | 0% |
| Annual Yield % from dividends | 0.31 | 1.11 | 28% |
| Returns for 1 year | 2.78 | 11.89 | 23% |
| Returns for 3 years | 35.25 | 66.98 | 53% |
| Returns for 5 years | 58.78 | 86.13 | 68% |
| Returns for 10 years | N/A | 216.78 | - |
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