Interact to see
Advertisement
Advertisement
CATYX vs VWALX
CATYX vs VWALX Comparison
Open Charts CATYX vs VWALX
CATYX vs VWALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CATYX vs. VWALX commentary
Jul 01, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CATYX is a Hold and VWALX is a Hold.
FUNDAMENTALS
Fundamentals
VWALX has more cash in the bank: 17.6B vs. CATYX (1.6B). VWALX (4.14) and CATYX (4.08) have matching dividends . CATYX was incepted earlier than VWALX: CATYX (9 years) vs VWALX (25 years). CATYX (0.51) is less costly to investors than VWALX (0.09). VWALX is a more actively managed with annual turnover of: 37.00 vs. CATYX (27.00). VWALX has a lower initial minimum investment than CATYX: VWALX (50000) vs CATYX (1000000). CATYX annual gain was more profitable for investors over the last year : 8.54 vs. VWALX (4.16). CATYX return over 5 years is better than : 2.63 vs. VWALX (-10.96).
| CATYX | VWALX | CATYX / VWALX | |
| Total Expense Ratio | 0.44 | 0.09 | 489% |
| Annual Report Gross Expense Ratio | 0.51 | 0.09 | 567% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 2.997 | 1.128 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 17.6B | 9% |
| Annual Yield % from dividends | 4.08 | 4.14 | 99% |
| Returns for 1 year | 8.54 | 4.16 | 205% |
| Returns for 3 years | 15.19 | 3.11 | 488% |
| Returns for 5 years | 2.63 | -10.96 | -24% |
| Returns for 10 years | N/A | -7.76 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement