CEUAX | SWMIX | CEUAX / SWMIX | |
Total Expense Ratio | 0.85 | 0.85 | 100% |
Annual Report Gross Expense Ratio | 0.85 | 0.85 | 100% |
Fund Existence | 23 years | 21 years | - |
Gain YTD | 12.999 | 20.517 | 63% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 250 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 134B | 1.13B | 11,901% |
Annual Yield % from dividends | 0.69 | 1.70 | 40% |
Returns for 1 year | 5.13 | 16.81 | 31% |
Returns for 3 years | 30.95 | 36.65 | 84% |
Returns for 5 years | 18.10 | 9.49 | 191% |
Returns for 10 years | 35.76 | 8.13 | 440% |