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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
Sep 15, 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: 7.37B vs. CATZX (1.54B). CATZX (4.13) and FKTIX (3.93) have matching dividends . CATZX was incepted earlier than FKTIX: CATZX (16 years) vs FKTIX (43 years). FKTIX (0.63) 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 : 1.05 vs. FKTIX (0.64). CATZX return over 5 years is better than : -1.50 vs. FKTIX (-3.35).
| CATZX | FKTIX | CATZX / FKTIX | |
| Total Expense Ratio | 0.50 | 0.63 | 79% |
| Annual Report Gross Expense Ratio | 0.56 | 0.63 | 89% |
| Fund Existence | 16 years | 43 years | - |
| Gain YTD | -0.839 | -1.452 | 58% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 7.37B | 21% |
| Annual Yield % from dividends | 4.13 | 3.93 | 105% |
| Returns for 1 year | 1.05 | 0.64 | 164% |
| Returns for 3 years | 13.29 | 11.06 | 120% |
| Returns for 5 years | -1.50 | -3.35 | 45% |
| Returns for 10 years | 17.03 | 0.75 | 2,281% |
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