Interact to see
Advertisement
Advertisement
CPEAX vs VTSAX
CPEAX vs VTSAX Comparison
Open Charts CPEAX vs VTSAX
Catalyst Dynamic Alpha A
Price$25.17
Change-$0.88 (-3.38%)
VolumeN/A
Net Assets122.99M
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
CPEAX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CPEAX vs. VTSAX commentary
Nov 14, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. CPEAX (123M). 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 : 13.43 vs. CPEAX (2.20). VTSAX return over 5 years is better than : 84.01 vs. CPEAX (19.39).
| 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 | 13.212 | 15.982 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 2.20 | 13.43 | 16% |
| Returns for 3 years | 37.25 | 68.24 | 55% |
| Returns for 5 years | 19.39 | 84.01 | 23% |
| Returns for 10 years | 64.75 | 236.16 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement