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CATZX vs VWLTX
CATZX vs VWLTX Comparison
Open Charts CATZX vs VWLTX
CATZX vs VWLTX Comparison Chart in %
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CATZX vs. VWLTX commentary
Jul 01, 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 VWLTX is a Hold.
FUNDAMENTALS
Fundamentals
VWLTX has more cash in the bank: 19.1B vs. CATZX (1.6B). CATZX pays higher dividends than VWLTX: CATZX (4.03) vs VWLTX (3.70). CATZX was incepted earlier than VWLTX: CATZX (16 years) vs VWLTX (49 years). CATZX (0.56) is less costly to investors than VWLTX (0.17). VWLTX is a more actively managed with annual turnover of: 35.00 vs. CATZX (27.00). CATZX has a lower initial minimum investment than VWLTX: CATZX (2000) vs VWLTX (3000). CATZX annual gain was more profitable for investors over the last year : 8.49 vs. VWLTX (4.10). CATZX return over 5 years is better than : 2.40 vs. VWLTX (-10.77).
| CATZX | VWLTX | CATZX / VWLTX | |
| Total Expense Ratio | 0.50 | 0.17 | 294% |
| Annual Report Gross Expense Ratio | 0.56 | 0.17 | 329% |
| Fund Existence | 16 years | 49 years | - |
| Gain YTD | 3.045 | 0.830 | 367% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 19.1B | 8% |
| Annual Yield % from dividends | 4.03 | 3.70 | 109% |
| Returns for 1 year | 8.49 | 4.10 | 207% |
| Returns for 3 years | 15.01 | 1.77 | 849% |
| Returns for 5 years | 2.40 | -10.77 | -22% |
| Returns for 10 years | 20.93 | -9.74 | -215% |
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