Ad is loading...
FCUIX vs VFIAX
FCUIX vs VFIAX Comparison
Open Charts FCUIX vs VFIAX
NYLI PineStone U.S. Equity
Price$19.39
Change+$0.25 (+1.31%)
VolumeN/A
Net Assets567.61M
Vanguard 500 Index Admiral
Price$550.55
Change+$8.66 (+1.60%)
VolumeN/A
Net Assets1.41T
FCUIX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FCUIX vs. VFIAX commentary
Mar 01, 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 FCUIX is a StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. FCUIX (568M). VFIAX pays higher dividends than FCUIX: VFIAX (1.32) vs FCUIX (0.23). FCUIX was incepted earlier than VFIAX: FCUIX (5 years) vs VFIAX (24 years). FCUIX (2.00) and VFIAX (2.00) have comparable annual turnover. VFIAX has a lower initial minimum investment than FCUIX: VFIAX (3000) vs FCUIX (1000000). VFIAX annual gain was more profitable for investors over the last year : 15.05 vs. FCUIX (7.30). VFIAX return over 5 years is better than : 98.35 vs. FCUIX (89.15).
| FCUIX | VFIAX | FCUIX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 0.525 | -0.160 | -328% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 568M | 1.41T | 0% |
| Annual Yield % from dividends | 0.23 | 1.32 | 18% |
| Returns for 1 year | 7.30 | 15.05 | 48% |
| Returns for 3 years | 25.26 | 36.17 | 70% |
| Returns for 5 years | 89.15 | 98.35 | 91% |
| Returns for 10 years | N/A | 178.13 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...