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CPECX vs VTSAX
CPECX vs VTSAX Comparison
Open Charts CPECX vs VTSAX
Catalyst Dynamic Alpha C
Price$20.62
Change+$0.17 (+0.83%)
VolumeN/A
Net Assets119.67M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
CPECX vs VTSAX Comparison Chart in %
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CPECX vs. VTSAX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. CPECX (120M). VTSAX pays higher dividends than CPECX: VTSAX (1.21) 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 : 17.75 vs. CPECX (2.08). VTSAX return over 5 years is better than : 93.55 vs. CPECX (6.62).
| 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 | 4.405 | 8.289 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | 2.08 | 17.75 | 12% |
| Returns for 3 years | 29.52 | 60.63 | 49% |
| Returns for 5 years | 6.62 | 93.55 | 7% |
| Returns for 10 years | 26.35 | 201.64 | 13% |
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