Interact to see
Advertisement
Advertisement
CPEAX vs VTSMX
CPEAX vs VTSMX Comparison
Open Charts CPEAX vs VTSMX
Catalyst Dynamic Alpha A
Price$25.52
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets121.45M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
CPEAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CPEAX vs. VTSMX commentary
Oct 19, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. CPEAX (121M). VTSMX pays higher dividends than CPEAX: VTSMX (1.04) 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 : 13.79 vs. CPEAX (2.08). VTSMX return over 5 years is better than : 84.86 vs. CPEAX (16.80).
| 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 | 10.908 | 13.012 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 2.02T | 0% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | 2.08 | 13.79 | 15% |
| Returns for 3 years | 44.51 | 76.02 | 59% |
| Returns for 5 years | 16.80 | 84.86 | 20% |
| Returns for 10 years | 60.69 | 225.10 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement