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CPECX vs VTSMX
CPECX vs VTSMX Comparison
Open Charts CPECX vs VTSMX
Catalyst Dynamic Alpha C
Price$21.95
Change+$0.17 (+0.78%)
VolumeN/A
Net Assets123.34M
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
CPECX vs VTSMX Comparison Chart in %
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CPECX vs. VTSMX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. CPECX (123M). VTSMX pays higher dividends than CPECX: VTSMX (1.07) 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 : 15.63 vs. CPECX (3.10). VTSMX return over 5 years is better than : 96.53 vs. CPECX (14.03).
| 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 | 33 years | - |
| Gain YTD | 11.139 | 12.949 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 1.95T | 0% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 3.10 | 15.63 | 20% |
| Returns for 3 years | 45.08 | 80.25 | 56% |
| Returns for 5 years | 14.03 | 96.53 | 15% |
| Returns for 10 years | 50.86 | 249.92 | 20% |
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