CPECX
Price
$20.62
Change
+$0.17 (+0.83%)
Updated
Jul 25 closing price
Net Assets
119.67M
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
Interact to see
Advertisement

CPECX vs VTSMX

Header iconCPECX vs VTSMX Comparison
Open Charts CPECX vs VTSMXBanner chart's image
Catalyst Dynamic Alpha C
Price$20.62
Change+$0.17 (+0.83%)
VolumeN/A
Net Assets119.67M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
CPECX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CPECX vs. VTSMX 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 VTSMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CPECX (120M). VTSMX pays higher dividends than CPECX: VTSMX (1.12) vs CPECX (0.00). CPECX was incepted earlier than VTSMX: CPECX (14 years) vs VTSMX (33 years). CPECX (2.26) is less costly to investors than VTSMX (0.14). CPECX is a more actively managed with annual turnover of: 63.00 vs. VTSMX (2.00). CPECX has a lower initial minimum investment than VTSMX: CPECX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. CPECX (2.08). VTSMX return over 5 years is better than : 93.51 vs. CPECX (6.62).
CPECXVTSMXCPECX / VTSMX
Total Expense Ratio2.130.141,521%
Annual Report Gross Expense Ratio2.260.141,614%
Fund Existence14 years33 years-
Gain YTD4.4058.28753%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets120M1.91T0%
Annual Yield % from dividends0.001.12-
Returns for 1 year2.0817.7512%
Returns for 3 years29.5260.6049%
Returns for 5 years6.6293.517%
Returns for 10 years26.35200.9713%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LGORX26.290.43
+1.66%
Lord Abbett Growth Opportunities R3
SCUVX28.130.15
+0.54%
Hartford Schroders US Small Cap Opps A
EIVIX14.820.07
+0.47%
Allspring Special Large Cap Value Inst
CADVX20.900.07
+0.34%
Calamos Dividend Growth A
JHUKX35.82-0.07
-0.20%
JPMorgan Emerging Markets Equity R4