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FCUIX vs VTSAX
FCUIX vs VTSAX Comparison
Open Charts FCUIX vs VTSAX
NYLI PineStone U.S. Equity
Price$17.79
Change-$0.14 (-0.78%)
VolumeN/A
Net Assets527.87M
Vanguard Total Stock Mkt Idx Adm
Price$125.97
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
FCUIX vs VTSAX Comparison Chart
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FCUIX vs. VTSAX commentary
Apr 18, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. FCUIX (528M). VTSAX pays higher dividends than FCUIX: VTSAX (1.35) vs FCUIX (0.55). FCUIX was incepted earlier than VTSAX: FCUIX (6 years) vs VTSAX (24 years). FCUIX (0.65) is less costly to investors than VTSAX (0.04). FCUIX (2.00) and VTSAX (2.00) have comparable annual turnover. VTSAX has a lower initial minimum investment than FCUIX: VTSAX (3000) vs FCUIX (1000000). VTSAX annual gain was more profitable for investors over the last year : 4.35 vs. FCUIX (1.95). VTSAX return over 5 years is better than : 80.96 vs. FCUIX (76.49).
| FCUIX | VTSAX | FCUIX / VTSAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,625% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -6.565 | -10.856 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 1.7T | 0% |
| Annual Yield % from dividends | 0.55 | 1.35 | 40% |
| Returns for 1 year | 1.95 | 4.35 | 45% |
| Returns for 3 years | 16.05 | 17.54 | 92% |
| Returns for 5 years | 76.49 | 80.96 | 94% |
| Returns for 10 years | N/A | 146.20 | - |
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