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CPEIX vs VSMPX
CPEIX vs VSMPX Comparison
Open Charts CPEIX vs VSMPX
Catalyst Dynamic Alpha I
Price$24.40
Change+$0.19 (+0.78%)
VolumeN/A
Net Assets118.57M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
CPEIX vs VSMPX Comparison Chart in %
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CPEIX vs. VSMPX 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 CPEIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. CPEIX (119M). 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 : 13.90 vs. CPEIX (-0.04). VSMPX return over 5 years is better than : 95.69 vs. CPEIX (16.45).
| 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 | 3.478 | 6.426 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | -0.04 | 13.90 | -0% |
| Returns for 3 years | 37.50 | 62.17 | 60% |
| Returns for 5 years | 16.45 | 95.69 | 17% |
| Returns for 10 years | 50.74 | 189.21 | 27% |
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