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CPECX vs VTSMX
CPECX vs VTSMX Comparison
Open Charts CPECX vs VTSMX
Catalyst Dynamic Alpha C
Price$21.96
Change+$0.12 (+0.55%)
VolumeN/A
Net Assets120.96M
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
CPECX vs VTSMX Comparison Chart in %
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CPECX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. CPECX (121M). VTSMX pays higher dividends than CPECX: VTSMX (1.02) vs CPECX (0.00). CPECX was incepted earlier than VTSMX: CPECX (14 years) vs VTSMX (34 years). CPECX (2.26) is less costly to investors than VTSMX (0.14). CPECX is a more actively managed with annual turnover of: 92.00 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 : 11.43 vs. CPECX (-3.53). VTSMX return over 5 years is better than : 77.17 vs. CPECX (3.50).
| CPECX | VTSMX | CPECX / VTSMX | |
| Total Expense Ratio | 2.13 | 0.14 | 1,521% |
| Annual Report Gross Expense Ratio | 2.26 | 0.14 | 1,614% |
| Fund Existence | 14 years | 34 years | - |
| Gain YTD | 10.835 | 15.489 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -3.53 | 11.43 | -31% |
| Returns for 3 years | 25.52 | 64.40 | 40% |
| Returns for 5 years | 3.50 | 77.17 | 5% |
| Returns for 10 years | 33.80 | 223.01 | 15% |
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