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FCUEX vs VSMPX
FCUEX vs VSMPX Comparison
Open Charts FCUEX vs VSMPX
NYLI PineStone U.S. Equity
Price$17.72
Change-$0.15 (-0.84%)
VolumeN/A
Net Assets524.88M
Vanguard Total Stock Mkt Idx Instl Pls
Price$236.35
Change+$0.56 (+0.24%)
VolumeN/A
Net Assets1.7T
FCUEX vs VSMPX Comparison Chart
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FCUEX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. FCUEX (525M). VSMPX pays higher dividends than FCUEX: VSMPX (1.37) vs FCUEX (0.34). FCUEX was incepted earlier than VSMPX: FCUEX (6 years) vs VSMPX (10 years). FCUEX (0.90) is less costly to investors than VSMPX (0.02). FCUEX (2.00) and VSMPX (2.00) have comparable annual turnover. FCUEX has a lower initial minimum investment than VSMPX: FCUEX (15000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 4.61 vs. FCUEX (1.64). VSMPX return over 5 years is better than : 81.44 vs. FCUEX (74.39).
| FCUEX | VSMPX | FCUEX / VSMPX | |
| Total Expense Ratio | 0.90 | 0.02 | 4,500% |
| Annual Report Gross Expense Ratio | 0.90 | 0.02 | 4,500% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | -6.688 | -10.641 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 1.7T | 0% |
| Annual Yield % from dividends | 0.34 | 1.37 | 25% |
| Returns for 1 year | 1.64 | 4.61 | 36% |
| Returns for 3 years | 15.18 | 17.85 | 85% |
| Returns for 5 years | 74.39 | 81.44 | 91% |
| Returns for 10 years | N/A | N/A | - |
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