Interact to see
Advertisement
Advertisement
FCUIX vs VTSMX
FCUIX vs VTSMX Comparison
Open Charts FCUIX vs VTSMX
NYLI PineStone U.S. Equity
Price$20.67
Change+$0.15 (+0.73%)
VolumeN/A
Net Assets585.66M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
FCUIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FCUIX vs. VTSMX commentary
Sep 08, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. FCUIX (586M). VTSMX pays higher dividends than FCUIX: VTSMX (1.07) vs FCUIX (0.50). FCUIX was incepted earlier than VTSMX: FCUIX (6 years) vs VTSMX (33 years). FCUIX (0.65) is less costly to investors than VTSMX (0.14). FCUIX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than FCUIX: VTSMX (3000) vs FCUIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 18.03 vs. FCUIX (8.27). VTSMX return over 5 years is better than : 84.94 vs. FCUIX (73.79).
| FCUIX | VTSMX | FCUIX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 8.561 | 10.330 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 1.95T | 0% |
| Annual Yield % from dividends | 0.50 | 1.07 | 47% |
| Returns for 1 year | 8.27 | 18.03 | 46% |
| Returns for 3 years | 45.22 | 63.63 | 71% |
| Returns for 5 years | 73.79 | 84.94 | 87% |
| Returns for 10 years | N/A | 224.15 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DSTX | 29.29 | 0.29 | +1.00% |
| Distillate Intntnl Fndmntl Stblty&Vl ETF | |||
| PFF | 31.72 | 0.22 | +0.70% |
| iShares Preferred&Income Securities ETF | |||
| GARP | 62.75 | 0.08 | +0.13% |
| iShares MSCI USA Quality GARP ETF | |||
| TBG | 33.28 | -0.11 | -0.33% |
| TBG Dividend Focus ETF | |||
| IAK | 132.19 | -2.27 | -1.69% |
| iShares US Insurance ETF | |||