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 | 2.608 | 3.098 | 84% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2000 | 1000 | 200% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.63B | 9B | 18% |
Annual Yield % from dividends | 4.02 | 3.16 | 127% |
Returns for 1 year | 1.89 | 2.59 | 73% |
Returns for 3 years | 22.46 | 15.52 | 145% |
Returns for 5 years | 5.49 | 2.28 | 241% |
Returns for 10 years | 25.23 | N/A | - |