CPEIX
Price
$24.40
Change
+$0.19 (+0.78%)
Updated
Jul 3 closing price
Net Assets
118.57M
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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CPEIX vs VSMPX

Header iconCPEIX vs VSMPX Comparison
Open Charts CPEIX vs VSMPXBanner chart's image
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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VS
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.

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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).
CPEIXVSMPXCPEIX / VSMPX
Total Expense Ratio1.130.025,650%
Annual Report Gross Expense Ratio1.260.026,300%
Fund Existence11 years10 years-
Gain YTD3.4786.42654%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets119M1.82T0%
Annual Yield % from dividends0.001.22-
Returns for 1 year-0.0413.90-0%
Returns for 3 years37.5062.1760%
Returns for 5 years16.4595.6917%
Returns for 10 years50.74189.2127%
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