| CATZX | MISHX | CATZX / MISHX | |
| Total Expense Ratio | 0.50 | 0.15 | 333% |
| Annual Report Gross Expense Ratio | 0.57 | 0.15 | 380% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 2.529 | 3.901 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 17.1B | 9% |
| Annual Yield % from dividends | 3.96 | 4.63 | 86% |
| Returns for 1 year | 1.40 | 2.71 | 52% |
| Returns for 3 years | 16.04 | 16.85 | 95% |
| Returns for 5 years | 3.51 | 7.95 | 44% |
| Returns for 10 years | 24.51 | 21.83 | 112% |