Interact to see
Advertisement
Advertisement
CPECX vs VTSAX
CPECX vs VTSAX Comparison
Open Charts CPECX vs VTSAX
Catalyst Dynamic Alpha C
Price$21.95
Change+$0.17 (+0.78%)
VolumeN/A
Net Assets123.34M
Vanguard Total Stock Mkt Idx Adm
Price$159.25
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
CPECX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CPECX vs. VTSAX commentary
Sep 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 CPECX is a Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. CPECX (123M). VTSAX pays higher dividends than CPECX: VTSAX (1.16) vs CPECX (0.00). CPECX was incepted earlier than VTSAX: CPECX (14 years) vs VTSAX (25 years). CPECX (2.26) is less costly to investors than VTSAX (0.04). CPECX is a more actively managed with annual turnover of: 63.00 vs. VTSAX (2.00). CPECX has a lower initial minimum investment than VTSAX: CPECX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 15.64 vs. CPECX (3.10). VTSAX return over 5 years is better than : 96.61 vs. CPECX (14.03).
| CPECX | VTSAX | CPECX / VTSAX | |
| Total Expense Ratio | 2.13 | 0.04 | 5,325% |
| Annual Report Gross Expense Ratio | 2.26 | 0.04 | 5,650% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 11.139 | 12.971 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 1.95T | 0% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | 3.10 | 15.64 | 20% |
| Returns for 3 years | 45.08 | 80.33 | 56% |
| Returns for 5 years | 14.03 | 96.61 | 15% |
| Returns for 10 years | 50.86 | 250.82 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers