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CATZX vs MTSPX
CATZX vs MTSPX Comparison
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CATZX vs MTSPX Comparison Chart in %
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CATZX vs. MTSPX 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 MTSPX is a Hold.
FUNDAMENTALS
Fundamentals
MTSPX has more cash in the bank: 9.6B vs. CATZX (1.54B). CATZX pays higher dividends than MTSPX: CATZX (4.13) vs MTSPX (3.25). CATZX was incepted earlier than MTSPX: CATZX (16 years) vs MTSPX (6 years). MTSPX (1.18) is less costly to investors than CATZX (0.56). MTSPX is a more actively managed with annual turnover of: 54.00 vs. CATZX (27.00). MTSPX has a lower initial minimum investment than CATZX: MTSPX (1000) vs CATZX (2000). CATZX annual gain was more profitable for investors over the last year : 1.05 vs. MTSPX (-0.21). CATZX return over 5 years is better than : -1.50 vs. MTSPX (-3.26).
| CATZX | MTSPX | CATZX / MTSPX | |
| Total Expense Ratio | 0.50 | 1.18 | 42% |
| Annual Report Gross Expense Ratio | 0.56 | 1.18 | 47% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -0.839 | -1.896 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 9.6B | 16% |
| Annual Yield % from dividends | 4.13 | 3.25 | 127% |
| Returns for 1 year | 1.05 | -0.21 | -504% |
| Returns for 3 years | 13.29 | 7.86 | 169% |
| Returns for 5 years | -1.50 | -3.26 | 46% |
| Returns for 10 years | 17.03 | N/A | - |
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