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CPEAX vs VTSAX
CPEAX vs VTSAX Comparison
Open Charts CPEAX vs VTSAX
Catalyst Dynamic Alpha A
Price$25.77
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets120.96M
Vanguard Total Stock Mkt Idx Adm
Price$163.82
Change+$0.69 (+0.42%)
VolumeN/A
Net Assets2.05T
CPEAX vs VTSAX Comparison Chart in %
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CPEAX vs. VTSAX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. CPEAX (121M). 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 : 11.45 vs. CPEAX (-1.50). VTSAX return over 5 years is better than : 77.21 vs. CPEAX (12.34).
| 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 | 11.604 | 15.513 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | -1.50 | 11.45 | -13% |
| Returns for 3 years | 30.29 | 64.46 | 47% |
| Returns for 5 years | 12.34 | 77.21 | 16% |
| Returns for 10 years | 52.60 | 223.73 | 24% |
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