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FCUPX vs VTSMX
FCUPX vs VTSMX Comparison
Open Charts FCUPX vs VTSMX
NYLI PineStone U.S. Equity
Price$19.14
Change+$0.41 (+2.19%)
VolumeN/A
Net Assets553.96M
Vanguard Total Stock Mkt Idx I
Price$139.76
Change+$4.47 (+3.30%)
VolumeN/A
Net Assets1.72T
FCUPX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. FCUPX (554M). VTSMX pays higher dividends than FCUPX: VTSMX (1.26) vs FCUPX (0.60). FCUPX was incepted earlier than VTSMX: FCUPX (2 years) vs VTSMX (33 years). FCUPX (0.62) is less costly to investors than VTSMX (0.14). FCUPX (2.00) and VTSMX (2.00) have comparable annual turnover. VTSMX has a lower initial minimum investment than FCUPX: VTSMX (3000) vs FCUPX (5000000). VTSMX annual gain was more profitable for investors over the last year : 7.83 vs. FCUPX (5.98).
| FCUPX | VTSMX | FCUPX / VTSMX | |
| Total Expense Ratio | 0.62 | 0.14 | 443% |
| Annual Report Gross Expense Ratio | 0.62 | 0.14 | 443% |
| Fund Existence | 2 years | 33 years | - |
| Gain YTD | 0.525 | -4.022 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 554M | 1.72T | 0% |
| Annual Yield % from dividends | 0.60 | 1.26 | 48% |
| Returns for 1 year | 5.98 | 7.83 | 76% |
| Returns for 3 years | N/A | 38.73 | - |
| Returns for 5 years | N/A | 97.29 | - |
| Returns for 10 years | N/A | 162.27 | - |
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