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CPECX vs VTSMX
CPECX vs VTSMX Comparison
Open Charts CPECX vs VTSMX
Catalyst Dynamic Alpha C
Price$22.06
Change+$0.29 (+1.33%)
VolumeN/A
Net Assets121.45M
Vanguard Total Stock Mkt Idx I
Price$161.05
Change+$1.80 (+1.13%)
VolumeN/A
Net Assets2.02T
CPECX vs VTSMX Comparison Chart in %
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CPECX vs. VTSMX commentary
Oct 21, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. CPECX (121M). VTSMX pays higher dividends than CPECX: VTSMX (1.04) 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 : 13.79 vs. CPECX (-0.05). VTSMX return over 5 years is better than : 84.86 vs. CPECX (7.61).
| 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 | 10.228 | 13.012 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 2.02T | 0% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | -0.05 | 13.79 | -0% |
| Returns for 3 years | 39.19 | 76.02 | 52% |
| Returns for 5 years | 7.61 | 84.86 | 9% |
| Returns for 10 years | 40.91 | 225.10 | 18% |
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