CPECX
Price
$21.96
Change
+$0.12 (+0.55%)
Updated
Dec 3 closing price
Net Assets
120.96M
VTSAX
Price
$163.82
Change
+$0.69 (+0.42%)
Updated
Dec 3 closing price
Net Assets
2.05T
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CPECX vs VTSAX

Header iconCPECX vs VTSAX Comparison
Open Charts CPECX vs VTSAXBanner chart's image
Catalyst Dynamic Alpha C
Price$21.96
Change+$0.12 (+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
CPECX vs VTSAX Comparison Chart in %
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CPECX 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 CPECX is a Buy and VTSAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. CPECX (121M). VTSAX pays higher dividends than CPECX: VTSAX (1.11) 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: 92.00 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 : 11.45 vs. CPECX (-3.53). VTSAX return over 5 years is better than : 77.21 vs. CPECX (3.50).
CPECXVTSAXCPECX / VTSAX
Total Expense Ratio2.130.045,325%
Annual Report Gross Expense Ratio2.260.045,650%
Fund Existence14 years25 years-
Gain YTD10.83515.51370%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets121M2.05T0%
Annual Yield % from dividends0.001.11-
Returns for 1 year-3.5311.45-31%
Returns for 3 years25.5264.4640%
Returns for 5 years3.5077.215%
Returns for 10 years33.80223.7315%
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