CPECX
Price
$20.34
Change
+$0.15 (+0.74%)
Updated
Jul 3 closing price
Net Assets
118.57M
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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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$20.34
Change+$0.15 (+0.74%)
VolumeN/A
Net Assets118.57M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CPECX vs VTSAX Comparison Chart in %
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CPECX vs. VTSAX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. CPECX (119M). 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 : 13.89 vs. CPECX (-2.54). VTSAX return over 5 years is better than : 95.62 vs. CPECX (5.28).
CPECXVTSAXCPECX / VTSAX
Total Expense Ratio2.130.045,325%
Annual Report Gross Expense Ratio2.260.045,650%
Fund Existence14 years25 years-
Gain YTD2.9876.41647%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets119M1.82T0%
Annual Yield % from dividends0.001.21-
Returns for 1 year-2.5413.89-18%
Returns for 3 years31.1462.1250%
Returns for 5 years5.2895.626%
Returns for 10 years27.92198.6914%
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