CWICX | HEOIX | CWICX / HEOIX | |
Total Expense Ratio | 1.53 | 0.89 | 172% |
Annual Report Gross Expense Ratio | 1.53 | 0.91 | 168% |
Fund Existence | 23 years | 9 years | - |
Gain YTD | 13.135 | 12.944 | 101% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 2000 | 13% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 136B | 124M | 109,677% |
Annual Yield % from dividends | 0.78 | 0.56 | 141% |
Returns for 1 year | 8.49 | 10.76 | 79% |
Returns for 3 years | 48.18 | 38.68 | 125% |
Returns for 5 years | 50.99 | 63.97 | 80% |
Returns for 10 years | 70.73 | N/A | - |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
FRMCX | 25.02 | 0.16 | +0.64% |
Franklin Mutual Small-Mid Cap Val A | |||
FVLTX | 20.65 | 0.10 | +0.49% |
Fidelity Advisor Value Leaders M | |||
CBBYX | 6.65 | 0.03 | +0.45% |
AB Relative Value Advisor | |||
PEIRX | 25.20 | 0.04 | +0.16% |
Federated Hermes International Equity R6 | |||
CSJAX | 68.23 | 0.11 | +0.16% |
Cohen & Steers Realty Shares A |