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FCUPX vs VTSMX
FCUPX vs VTSMX Comparison
Open Charts FCUPX vs VTSMX
NYLI PineStone U.S. Equity
Price$19.09
Change-$0.27 (-1.39%)
VolumeN/A
Net Assets561.05M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
FCUPX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FCUPX (561M). VTSMX pays higher dividends than FCUPX: VTSMX (1.18) vs FCUPX (0.58). 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 : 11.36 vs. FCUPX (5.42).
| 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 | 0.263 | 2.548 | 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 | 1.18 | 49% |
| Returns for 1 year | 5.42 | 11.36 | 48% |
| Returns for 3 years | N/A | 59.46 | - |
| Returns for 5 years | N/A | 93.63 | - |
| Returns for 10 years | N/A | 182.22 | - |
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