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CPEAX vs VTSMX
CPEAX vs VTSMX Comparison
Open Charts CPEAX vs VTSMX
Catalyst Dynamic Alpha A
Price$22.45
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets119.42M
Vanguard Total Stock Mkt Idx I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
CPEAX vs VTSMX Comparison Chart in %
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CPEAX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. CPEAX (119M). VTSMX pays higher dividends than CPEAX: VTSMX (1.02) vs CPEAX (0.00). CPEAX was incepted earlier than VTSMX: CPEAX (14 years) vs VTSMX (34 years). CPEAX (1.51) is less costly to investors than VTSMX (0.14). CPEAX is a more actively managed with annual turnover of: 92.00 vs. VTSMX (2.00). CPEAX has a lower initial minimum investment than VTSMX: CPEAX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.32 vs. CPEAX (-4.91). VTSMX return over 5 years is better than : 76.71 vs. CPEAX (-5.75).
| CPEAX | VTSMX | CPEAX / VTSMX | |
| Total Expense Ratio | 1.38 | 0.14 | 986% |
| Annual Report Gross Expense Ratio | 1.51 | 0.14 | 1,079% |
| Fund Existence | 14 years | 34 years | - |
| Gain YTD | -2.434 | 17.313 | -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 | 1.02 | - |
| Returns for 1 year | -4.91 | 14.32 | -34% |
| Returns for 3 years | 23.01 | 78.67 | 29% |
| Returns for 5 years | -5.75 | 76.71 | -7% |
| Returns for 10 years | 34.60 | 232.18 | 15% |
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