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FCUPX vs VTSMX
FCUPX vs VTSMX Comparison
Open Charts FCUPX vs VTSMX
NYLI PineStone U.S. Equity
Price$18.36
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets536.62M
Vanguard Total Stock Mkt Idx I
Price$128.52
Change+$1.05 (+0.82%)
VolumeN/A
Net Assets1.7T
FCUPX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. FCUPX (537M). VTSMX pays higher dividends than FCUPX: VTSMX (1.25) vs FCUPX (0.59). 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). FCUPX annual gain was more profitable for investors over the last year : 4.42 vs. VTSMX (3.63).
| 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 | -3.571 | -9.569 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 537M | 1.7T | 0% |
| Annual Yield % from dividends | 0.59 | 1.25 | 47% |
| Returns for 1 year | 4.42 | 3.63 | 122% |
| Returns for 3 years | N/A | 19.00 | - |
| Returns for 5 years | N/A | 89.72 | - |
| Returns for 10 years | N/A | 151.43 | - |
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