| TAGRX | VTSAX | TAGRX / VTSAX | |
| Total Expense Ratio | 1.02 | 0.04 | 2,550% |
| Annual Report Gross Expense Ratio | 1.03 | 0.04 | 2,575% |
| Fund Existence | 41 years | 25 years | - |
| Gain YTD | -1.647 | 1.379 | -119% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 2.06T | 0% |
| Annual Yield % from dividends | 0.23 | 1.09 | 21% |
| Returns for 1 year | -5.55 | 14.80 | -38% |
| Returns for 3 years | 15.21 | 64.03 | 24% |
| Returns for 5 years | 3.26 | 68.23 | 5% |
| Returns for 10 years | 81.58 | 270.92 | 30% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CSUAX | 25.48 | 0.46 | +1.84% |
| Cohen & Steers Global Infrastructure A | |||
| KESGX | 17.85 | 0.12 | +0.68% |
| Kennedy Capital ESG SMID Cap I | |||
| FGDMX | 143.67 | N/A | N/A |
| Fidelity Advisor Communication ServicesA | |||
| HDGTX | 36.59 | -0.32 | -0.87% |
| Hartford Dividend and Growth R5 | |||
| MSGRX | 12.30 | -0.22 | -1.76% |
| Meridian Small Cap Growth Institutional | |||