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CPECX vs VTSAX
CPECX vs VTSAX Comparison
Open Charts CPECX vs VTSAX
Catalyst Dynamic Alpha C
Price$18.62
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets119.37M
Vanguard Total Stock Mkt Idx Adm
Price$165.43
Change+$0.52 (+0.32%)
VolumeN/A
Net Assets2.06T
CPECX vs VTSAX Comparison Chart in %
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CPECX vs. VTSAX commentary
Dec 26, 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: 2.06T vs. CPECX (119M). 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 : 14.43 vs. CPECX (-8.09). VTSAX return over 5 years is better than : 76.83 vs. CPECX (-15.48).
| 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 | -5.722 | 17.379 | -33% |
| Front Load | N/A | 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 | 1.11 | - |
| Returns for 1 year | -8.09 | 14.43 | -56% |
| Returns for 3 years | 14.94 | 78.05 | 19% |
| Returns for 5 years | -15.48 | 76.83 | -20% |
| Returns for 10 years | 16.38 | 235.67 | 7% |
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