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CATZX vs VWLUX
CATZX vs VWLUX Comparison
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CATZX vs VWLUX Comparison Chart in %
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CATZX vs. VWLUX 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 VWLUX is a Hold.
FUNDAMENTALS
Fundamentals
VWLUX has more cash in the bank: 19.1B vs. CATZX (1.6B). CATZX pays higher dividends than VWLUX: CATZX (4.03) vs VWLUX (3.78). CATZX was incepted earlier than VWLUX: CATZX (16 years) vs VWLUX (25 years). CATZX (0.56) is less costly to investors than VWLUX (0.09). VWLUX is a more actively managed with annual turnover of: 35.00 vs. CATZX (27.00). CATZX has a lower initial minimum investment than VWLUX: CATZX (2000) vs VWLUX (50000). CATZX annual gain was more profitable for investors over the last year : 8.49 vs. VWLUX (4.10). CATZX return over 5 years is better than : 2.40 vs. VWLUX (-10.76).
| CATZX | VWLUX | CATZX / VWLUX | |
| Total Expense Ratio | 0.50 | 0.09 | 556% |
| Annual Report Gross Expense Ratio | 0.56 | 0.09 | 622% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 3.045 | 0.830 | 367% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 50000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 19.1B | 8% |
| Annual Yield % from dividends | 4.03 | 3.78 | 107% |
| Returns for 1 year | 8.49 | 4.10 | 207% |
| Returns for 3 years | 15.01 | 1.77 | 849% |
| Returns for 5 years | 2.40 | -10.76 | -22% |
| Returns for 10 years | 20.93 | -9.73 | -215% |
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