Ad is loading...
FCUEX vs VSMPX
FCUEX vs VSMPX Comparison
Open Charts FCUEX vs VSMPX
NYLI PineStone U.S. Equity
Price$18.69
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets552.73M
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
FCUEX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FCUEX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. FCUEX (553M). VSMPX pays higher dividends than FCUEX: VSMPX (1.37) vs FCUEX (0.35). 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 : 7.86 vs. FCUEX (4.81). VSMPX return over 5 years is better than : 88.00 vs. FCUEX (78.88).
| 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 | -1.580 | -4.649 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 1.72T | 0% |
| Annual Yield % from dividends | 0.35 | 1.37 | 25% |
| Returns for 1 year | 4.81 | 7.86 | 61% |
| Returns for 3 years | 30.58 | 39.43 | 78% |
| Returns for 5 years | 78.88 | 88.00 | 90% |
| Returns for 10 years | N/A | 155.00 | - |