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CATZX vs FKTIX
CATZX vs FKTIX Comparison
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CATZX vs FKTIX Comparison Chart in %
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CATZX vs. FKTIX 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 CATZX is a Hold and FKTIX is a Hold.
FUNDAMENTALS
Fundamentals
FKTIX has more cash in the bank: 7.77B vs. CATZX (1.6B). CATZX pays higher dividends than FKTIX: CATZX (4.03) vs FKTIX (3.80). CATZX was incepted earlier than FKTIX: CATZX (16 years) vs FKTIX (43 years). FKTIX (0.62) is less costly to investors than CATZX (0.56). CATZX is a more actively managed with annual turnover of: 27.00 vs. FKTIX (9.61). FKTIX has a lower initial minimum investment than CATZX: FKTIX (1000) vs CATZX (2000). CATZX annual gain was more profitable for investors over the last year : 8.49 vs. FKTIX (7.67). CATZX return over 5 years is better than : 2.40 vs. FKTIX (0.88).
| CATZX | FKTIX | CATZX / FKTIX | |
| Total Expense Ratio | 0.50 | 0.62 | 81% |
| Annual Report Gross Expense Ratio | 0.56 | 0.62 | 90% |
| Fund Existence | 16 years | 43 years | - |
| Gain YTD | 3.045 | 2.572 | 118% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 7.77B | 21% |
| Annual Yield % from dividends | 4.03 | 3.80 | 106% |
| Returns for 1 year | 8.49 | 7.67 | 111% |
| Returns for 3 years | 15.01 | 13.43 | 112% |
| Returns for 5 years | 2.40 | 0.88 | 273% |
| Returns for 10 years | 20.93 | 3.86 | 542% |
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