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FCUPX vs VTSAX
FCUPX vs VTSAX Comparison
Open Charts FCUPX vs VTSAX
NYLI PineStone U.S. Equity
Price$19.09
Change-$0.27 (-1.39%)
VolumeN/A
Net Assets561.05M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
FCUPX vs VTSAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. FCUPX (561M). VTSAX pays higher dividends than FCUPX: VTSAX (1.28) vs FCUPX (0.58). 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 (2.00) and VTSAX (2.00) have comparable annual turnover. 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 : 11.37 vs. FCUPX (5.42).
| 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 | 0.263 | 2.564 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 561M | 1.82T | 0% |
| Annual Yield % from dividends | 0.58 | 1.28 | 45% |
| Returns for 1 year | 5.42 | 11.37 | 48% |
| Returns for 3 years | N/A | 59.47 | - |
| Returns for 5 years | N/A | 93.67 | - |
| Returns for 10 years | N/A | 182.84 | - |
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