CWIAX | HEOTX | CWIAX / HEOTX | |
Total Expense Ratio | 0.78 | 0.81 | 96% |
Annual Report Gross Expense Ratio | 0.78 | 0.92 | 85% |
Fund Existence | 23 years | 9 years | - |
Gain YTD | -0.364 | -2.047 | 18% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 250 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 119B | 113M | 105,310% |
Annual Yield % from dividends | 1.63 | 0.71 | 231% |
Returns for 1 year | 1.43 | -1.04 | -138% |
Returns for 3 years | 20.48 | 8.45 | 242% |
Returns for 5 years | 55.61 | 70.36 | 79% |
Returns for 10 years | 55.06 | N/A | - |