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 | 13.573 | 12.835 | 106% |
Front Load | 4% | 6% | 64% |
Min. Initial Investment | 250 | 2000 | 13% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 136B | 124M | 109,677% |
Annual Yield % from dividends | 1.46 | 0.28 | 530% |
Returns for 1 year | 9.32 | 10.49 | 89% |
Returns for 3 years | 51.64 | 37.57 | 137% |
Returns for 5 years | 56.88 | 62.28 | 91% |
Returns for 10 years | 84.28 | N/A | - |