| TPYYX | VTIAX | TPYYX / VTIAX | |
| Total Expense Ratio | 0.91 | 0.09 | 1,011% |
| Annual Report Gross Expense Ratio | 1.12 | 0.09 | 1,244% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | -1.970 | 12.511 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.8M | 650B | 0% |
| Annual Yield % from dividends | 1.37 | 2.55 | 54% |
| Returns for 1 year | -4.95 | 24.88 | -20% |
| Returns for 3 years | 10.33 | 51.13 | 20% |
| Returns for 5 years | -6.52 | 36.68 | -18% |
| Returns for 10 years | 12.23 | 99.28 | 12% |
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| KLCSX | 19.06 | 0.22 | +1.17% |
| Federated Hermes Kaufmann Large Cap R6 | |||
| CBSLX | 29.41 | 0.16 | +0.55% |
| ClearBridge Sustainability Leaders R | |||
| MRIMX | 28.39 | -0.03 | -0.11% |
| Victory Integrity Mid-Cap Value R6 | |||
| TADGX | 89.75 | -0.39 | -0.43% |
| T. Rowe Price Dividend Growth Advisor | |||
| MGHRX | 63.84 | -1.31 | -2.01% |
| Morgan Stanley Inst Growth IR | |||