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FCUPX vs VTSAX
FCUPX vs VTSAX Comparison
Open Charts FCUPX vs VTSAX
NYLI PineStone U.S. Equity
Price$20.68
Change+$0.14 (+0.68%)
VolumeN/A
Net Assets581.81M
Vanguard Total Stock Mkt Idx Adm
Price$155.86
Change+$1.37 (+0.89%)
VolumeN/A
Net Assets1.91T
FCUPX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. FCUPX (582M). VTSAX pays higher dividends than FCUPX: VTSAX (1.16) vs FCUPX (0.54). FCUPX was incepted earlier than VTSAX: FCUPX (2 years) vs VTSAX (25 years). FCUPX (0.61) 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 : 16.85 vs. FCUPX (7.92).
| FCUPX | VTSAX | FCUPX / VTSAX | |
| Total Expense Ratio | 0.61 | 0.04 | 1,525% |
| Annual Report Gross Expense Ratio | 0.61 | 0.04 | 1,525% |
| Fund Existence | 2 years | 25 years | - |
| Gain YTD | 8.613 | 9.594 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 1.91T | 0% |
| Annual Yield % from dividends | 0.54 | 1.16 | 47% |
| Returns for 1 year | 7.92 | 16.85 | 47% |
| Returns for 3 years | N/A | 61.81 | - |
| Returns for 5 years | N/A | 83.70 | - |
| Returns for 10 years | N/A | 230.66 | - |
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