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CPECX vs VTSMX
CPECX vs VTSMX Comparison
Open Charts CPECX vs VTSMX
Catalyst Dynamic Alpha C
Price$20.34
Change+$0.15 (+0.74%)
VolumeN/A
Net Assets118.57M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CPECX vs VTSMX Comparison Chart in %
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CPECX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CPECX (119M). 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 : 13.89 vs. CPECX (-2.54). VTSMX return over 5 years is better than : 95.59 vs. CPECX (5.28).
| 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 | 2.987 | 6.421 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | -2.54 | 13.89 | -18% |
| Returns for 3 years | 31.14 | 62.08 | 50% |
| Returns for 5 years | 5.28 | 95.59 | 6% |
| Returns for 10 years | 27.92 | 198.05 | 14% |
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