CWIAX | HEOTX | CWIAX / HEOTX | |
Total Expense Ratio | 0.78 | 0.81 | 96% |
Annual Report Gross Expense Ratio | 0.78 | 0.89 | 88% |
Fund Existence | 23 years | 9 years | - |
Gain YTD | 13.573 | 13.052 | 104% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 250 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 136B | 124M | 109,677% |
Annual Yield % from dividends | 1.46 | 0.63 | 230% |
Returns for 1 year | 9.32 | 10.87 | 86% |
Returns for 3 years | 51.64 | 39.09 | 132% |
Returns for 5 years | 56.88 | 64.41 | 88% |
Returns for 10 years | 84.28 | N/A | - |