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FCUEX vs VFINX
FCUEX vs VFINX Comparison
Open Charts FCUEX vs VFINX
NYLI PineStone U.S. Equity
Price$19.70
Change-$0.13 (-0.66%)
VolumeN/A
Net Assets567.78M
Vanguard 500 Index Investor
Price$577.94
Change-$1.92 (-0.33%)
VolumeN/A
Net Assets1.49T
FCUEX vs VFINX Comparison Chart in %
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FCUEX vs. VFINX commentary
Jul 12, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. FCUEX (568M). VFINX pays higher dividends than FCUEX: VFINX (1.12) vs FCUEX (0.33). FCUEX was incepted earlier than VFINX: FCUEX (6 years) vs VFINX (49 years). FCUEX (0.90) is less costly to investors than VFINX (0.14). FCUEX is a more actively managed with annual turnover of: 8.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than FCUEX: VFINX (0) vs FCUEX (15000). VFINX annual gain was more profitable for investors over the last year : 12.53 vs. FCUEX (6.60). VFINX return over 5 years is better than : 97.39 vs. FCUEX (74.35).
| FCUEX | VFINX | FCUEX / VFINX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 0.90 | 0.14 | 643% |
| Fund Existence | 6 years | 49 years | - |
| Gain YTD | 3.739 | 6.841 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 568M | 1.49T | 0% |
| Annual Yield % from dividends | 0.33 | 1.12 | 29% |
| Returns for 1 year | 6.60 | 12.53 | 53% |
| Returns for 3 years | 39.87 | 64.61 | 62% |
| Returns for 5 years | 74.35 | 97.39 | 76% |
| Returns for 10 years | N/A | 198.22 | - |
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