| CATZX | MTSPX | CATZX / MTSPX | |
| Total Expense Ratio | 0.50 | 1.18 | 42% |
| Annual Report Gross Expense Ratio | 0.57 | 1.18 | 48% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 2.529 | 3.273 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 9.07B | 18% |
| Annual Yield % from dividends | 3.96 | 3.15 | 126% |
| Returns for 1 year | 1.40 | 2.49 | 56% |
| Returns for 3 years | 16.04 | 11.17 | 144% |
| Returns for 5 years | 3.51 | 0.38 | 917% |
| Returns for 10 years | 24.51 | N/A | - |