TACLX | VTSAX | TACLX / VTSAX | |
Total Expense Ratio | 1.04 | 0.04 | 2,600% |
Annual Report Gross Expense Ratio | 1.39 | 0.04 | 3,475% |
Fund Existence | 11 years | 25 years | - |
Gain YTD | 4.644 | 8.289 | 56% |
Front Load | 5% | N/A | - |
Min. Initial Investment | 2500 | 3000 | 83% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 302M | 1.91T | 0% |
Annual Yield % from dividends | 0.60 | 1.21 | 49% |
Returns for 1 year | 8.89 | 17.75 | 50% |
Returns for 3 years | 29.91 | 60.63 | 49% |
Returns for 5 years | 52.68 | 93.55 | 56% |
Returns for 10 years | 102.11 | 201.64 | 51% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
LSIFX | 153.37 | 1.19 | +0.78% |
ClearBridge Growth IS | |||
NSNRX | 48.11 | 0.28 | +0.59% |
Neuberger Berman Small Cap Growth R3 | |||
GTLLX | 29.38 | 0.08 | +0.27% |
Glenmede Disciplined US Growth Eq Ptf | |||
CLBEX | 37.10 | 0.08 | +0.22% |
American Funds American Balanced 529E | |||
APWEX | 16.85 | 0.02 | +0.12% |
Cavanal Hill World Energy Investor |