CPEIX
Price
$24.75
Change
+$0.21 (+0.86%)
Updated
Jul 25 closing price
Net Assets
119.67M
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
Interact to see
Advertisement

CPEIX vs VSMPX

Header iconCPEIX vs VSMPX Comparison
Open Charts CPEIX vs VSMPXBanner chart's image
Catalyst Dynamic Alpha I
Price$24.75
Change+$0.21 (+0.86%)
VolumeN/A
Net Assets119.67M
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
CPEIX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CPEIX vs. VSMPX commentary
Jul 27, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. CPEIX (120M). VSMPX pays higher dividends than CPEIX: VSMPX (1.22) 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 : 17.76 vs. CPEIX (4.74). VSMPX return over 5 years is better than : 93.61 vs. CPEIX (17.95).
CPEIXVSMPXCPEIX / VSMPX
Total Expense Ratio1.130.025,650%
Annual Report Gross Expense Ratio1.260.026,300%
Fund Existence11 years10 years-
Gain YTD4.9628.29860%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets120M1.91T0%
Annual Yield % from dividends0.001.22-
Returns for 1 year4.7417.7627%
Returns for 3 years35.8260.6759%
Returns for 5 years17.9593.6119%
Returns for 10 years48.90192.0925%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LGOPX26.570.44
+1.68%
Lord Abbett Growth Opportunities P
HOOSX29.810.15
+0.51%
Hartford Schroders US Small Cap Opps R4
EIVAX14.650.07
+0.48%
Allspring Special Large Cap Value A
SRIGX13.890.03
+0.22%
Gabelli SRI AAA
JEMSX35.99-0.07
-0.19%
JPMorgan Emerging Markets Equity I