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FCUEX vs VTSMX
FCUEX vs VTSMX Comparison
Open Charts FCUEX vs VTSMX
NYLI PineStone U.S. Equity
Price$20.57
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets585.66M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
FCUEX vs VTSMX Comparison Chart in %
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FCUEX vs. VTSMX commentary
Sep 07, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. FCUEX (586M). VTSMX pays higher dividends than FCUEX: VTSMX (1.07) vs FCUEX (0.31). FCUEX was incepted earlier than VTSMX: FCUEX (6 years) vs VTSMX (33 years). FCUEX (0.90) is less costly to investors than VTSMX (0.14). FCUEX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than FCUEX: VTSMX (3000) vs FCUEX (15000). VTSMX annual gain was more profitable for investors over the last year : 18.03 vs. FCUEX (7.98). VTSMX return over 5 years is better than : 84.94 vs. FCUEX (71.68).
| FCUEX | VTSMX | FCUEX / VTSMX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 0.90 | 0.14 | 643% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 8.320 | 10.330 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 3000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 1.95T | 0% |
| Annual Yield % from dividends | 0.31 | 1.07 | 29% |
| Returns for 1 year | 7.98 | 18.03 | 44% |
| Returns for 3 years | 44.11 | 63.63 | 69% |
| Returns for 5 years | 71.68 | 84.94 | 84% |
| Returns for 10 years | N/A | 224.15 | - |
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