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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
Aug 04, 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: 7.57B vs. CATZX (1.57B). CATZX (4.10) and FKTIX (3.92) have matching dividends . 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 (9.99). 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 : 7.45 vs. FKTIX (6.37). CATZX return over 5 years is better than : 0.08 vs. FKTIX (-1.62).
| 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 | 1.434 | 0.893 | 161% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 7.57B | 21% |
| Annual Yield % from dividends | 4.10 | 3.92 | 104% |
| Returns for 1 year | 7.45 | 6.37 | 117% |
| Returns for 3 years | 14.61 | 12.74 | 115% |
| Returns for 5 years | 0.08 | -1.62 | -5% |
| Returns for 10 years | 19.23 | 2.49 | 773% |
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