Interact to see
Advertisement
Advertisement
FCUPX vs VTSAX
FCUPX vs VTSAX Comparison
Open Charts FCUPX vs VTSAX
NYLI PineStone U.S. Equity
Price$20.11
Change+$0.08 (+0.40%)
VolumeN/A
Net Assets562.22M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
FCUPX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. FCUPX (562M). VTSAX pays higher dividends than FCUPX: VTSAX (1.21) vs FCUPX (0.56). FCUPX was incepted earlier than VTSAX: FCUPX (2 years) vs VTSAX (25 years). FCUPX (0.62) is less costly to investors than VTSAX (0.04). FCUPX is a more actively managed with annual turnover of: 8.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than FCUPX: VTSAX (3000) vs FCUPX (5000000). VTSAX annual gain was more profitable for investors over the last year : 17.24 vs. FCUPX (9.19).
| FCUPX | VTSAX | FCUPX / VTSAX | |
| Total Expense Ratio | 0.62 | 0.04 | 1,550% |
| Annual Report Gross Expense Ratio | 0.62 | 0.04 | 1,550% |
| Fund Existence | 2 years | 25 years | - |
| Gain YTD | 5.620 | 7.814 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 1.91T | 0% |
| Annual Yield % from dividends | 0.56 | 1.21 | 47% |
| Returns for 1 year | 9.19 | 17.24 | 53% |
| Returns for 3 years | N/A | 59.92 | - |
| Returns for 5 years | N/A | 92.70 | - |
| Returns for 10 years | N/A | 200.31 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement