Home › Compare › TAAGX vs ORCC
TAAGX yields 3.23% · ORCC yields 9.79%● Live data
📍 TAAGX pulled ahead of the other in Year 3
Combined, TAAGX + ORCC cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of TAAGX + ORCC for your $10,000?
The fund invests at least 80% of its total assets in stocks of small and mid-cap companies. It invests using a growth investing style. Growth funds generally focus on stocks of companies believed to have above-average potential for growth in revenue, earnings, cash flow, or other similar criteria. The fund invests its assets in the securities of a limited number of companies, which the fund's investment manager believes show a high probability for superior growth.
Full TAAGX Calculator →Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.