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CPEAX vs VTSAX
CPEAX vs VTSAX Comparison
Open Charts CPEAX vs VTSAX
Catalyst Dynamic Alpha A
Price$22.45
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets119.42M
Vanguard Total Stock Mkt Idx Adm
Price$165.34
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
CPEAX vs VTSAX Comparison Chart in %
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CPEAX vs. VTSAX commentary
Dec 28, 2025
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 CPEAX is a Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. CPEAX (119M). VTSAX pays higher dividends than CPEAX: VTSAX (1.11) vs CPEAX (0.00). CPEAX was incepted earlier than VTSAX: CPEAX (14 years) vs VTSAX (25 years). CPEAX (1.51) is less costly to investors than VTSAX (0.04). CPEAX is a more actively managed with annual turnover of: 92.00 vs. VTSAX (2.00). CPEAX has a lower initial minimum investment than VTSAX: CPEAX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 14.33 vs. CPEAX (-4.91). VTSAX return over 5 years is better than : 76.73 vs. CPEAX (-5.75).
| CPEAX | VTSAX | CPEAX / VTSAX | |
| Total Expense Ratio | 1.38 | 0.04 | 3,450% |
| Annual Report Gross Expense Ratio | 1.51 | 0.04 | 3,775% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | -2.434 | 17.316 | -14% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 2.06T | 0% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | -4.91 | 14.33 | -34% |
| Returns for 3 years | 23.01 | 78.72 | 29% |
| Returns for 5 years | -5.75 | 76.73 | -7% |
| Returns for 10 years | 34.60 | 232.82 | 15% |