CWIAX | HEOFX | CWIAX / HEOFX | |
Total Expense Ratio | 0.78 | 0.69 | 113% |
Annual Report Gross Expense Ratio | 0.78 | 0.79 | 99% |
Fund Existence | 23 years | 8 years | - |
Gain YTD | 13.573 | 13.094 | 104% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 250 | 1000000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 136B | 124M | 109,677% |
Annual Yield % from dividends | 1.46 | 0.72 | 203% |
Returns for 1 year | 9.32 | 11.05 | 84% |
Returns for 3 years | 51.64 | 39.69 | 130% |
Returns for 5 years | 56.88 | 65.68 | 87% |
Returns for 10 years | 84.28 | N/A | - |