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FCUPX vs VTSMX
FCUPX vs VTSMX Comparison
Open Charts FCUPX vs VTSMX
NYLI PineStone U.S. Equity
Price$20.15
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets547.3M
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
FCUPX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. FCUPX (547M). VTSMX pays higher dividends than FCUPX: VTSMX (1.02) vs FCUPX (0.54). FCUPX was incepted earlier than VTSMX: FCUPX (2 years) vs VTSMX (34 years). FCUPX (0.61) is less costly to investors than VTSMX (0.14). FCUPX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (2.00). 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 : 10.79 vs. FCUPX (3.17).
| FCUPX | VTSMX | FCUPX / VTSMX | |
| Total Expense Ratio | 0.61 | 0.14 | 436% |
| Annual Report Gross Expense Ratio | 0.61 | 0.14 | 436% |
| Fund Existence | 2 years | 34 years | - |
| Gain YTD | 5.830 | 11.948 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 547M | 2.05T | 0% |
| Annual Yield % from dividends | 0.54 | 1.02 | 53% |
| Returns for 1 year | 3.17 | 10.79 | 29% |
| Returns for 3 years | N/A | 63.83 | - |
| Returns for 5 years | N/A | 77.62 | - |
| Returns for 10 years | N/A | 213.77 | - |
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