CWIAX | HEOMX | CWIAX / HEOMX | |
Total Expense Ratio | 0.78 | 1.17 | 67% |
Annual Report Gross Expense Ratio | 0.78 | 1.17 | 67% |
Fund Existence | 23 years | 9 years | - |
Gain YTD | 15.007 | 16.012 | 94% |
Front Load | 4% | 6% | 64% |
Min. Initial Investment | 250 | 2000 | 13% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 137B | 126M | 108,730% |
Annual Yield % from dividends | 1.46 | 0.28 | 530% |
Returns for 1 year | 13.76 | 14.16 | 97% |
Returns for 3 years | 52.42 | 39.46 | 133% |
Returns for 5 years | 55.06 | 53.96 | 102% |
Returns for 10 years | 84.54 | N/A | - |