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CPEIX vs VSMPX
CPEIX vs VSMPX Comparison
Open Charts CPEIX vs VSMPX
Catalyst Dynamic Alpha I
Price$26.18
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets121.45M
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
CPEIX vs VSMPX Comparison Chart in %
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CPEIX vs. VSMPX commentary
Oct 19, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. CPEIX (121M). VSMPX pays higher dividends than CPEIX: VSMPX (1.15) 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: 92.00 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 : 13.81 vs. CPEIX (2.51). VSMPX return over 5 years is better than : 84.96 vs. CPEIX (19.00).
| 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 | 11.026 | 13.029 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 2.02T | 0% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | 2.51 | 13.81 | 18% |
| Returns for 3 years | 45.82 | 76.12 | 60% |
| Returns for 5 years | 19.00 | 84.96 | 22% |
| Returns for 10 years | 65.98 | 215.53 | 31% |
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