Interact to see
Advertisement
Advertisement
CPEIX vs VSMPX
CPEIX vs VSMPX Comparison
Open Charts CPEIX vs VSMPX
Catalyst Dynamic Alpha I
Price$23.07
Change-$0.29 (-1.24%)
VolumeN/A
Net Assets112.65M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
CPEIX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CPEIX vs. VSMPX commentary
Jun 15, 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 CPEIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. CPEIX (113M). VSMPX pays higher dividends than CPEIX: VSMPX (1.29) vs CPEIX (0.00). CPEIX was incepted earlier than VSMPX: CPEIX (11 years) vs VSMPX (10 years). CPEIX (1.26) is less costly to investors than VSMPX (0.02). CPEIX is a more actively managed with annual turnover of: 63.00 vs. VSMPX (2.00). CPEIX has a lower initial minimum investment than VSMPX: CPEIX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. CPEIX (-6.26). VSMPX return over 5 years is better than : 91.46 vs. CPEIX (19.54).
| CPEIX | VSMPX | CPEIX / VSMPX | |
| Total Expense Ratio | 1.13 | 0.02 | 5,650% |
| Annual Report Gross Expense Ratio | 1.26 | 0.02 | 6,300% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | -2.163 | 1.374 | -157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.29 | - |
| Returns for 1 year | -6.26 | 10.08 | -62% |
| Returns for 3 years | 30.82 | 57.66 | 53% |
| Returns for 5 years | 19.54 | 91.46 | 21% |
| Returns for 10 years | 40.04 | 170.67 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement