Interact to see
Advertisement
Advertisement
CPEIX vs VSMPX
CPEIX vs VSMPX Comparison
Open Charts CPEIX vs VSMPX
Catalyst Dynamic Alpha I
Price$25.83
Change-$0.91 (-3.40%)
VolumeN/A
Net Assets122.99M
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
CPEIX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CPEIX vs. VSMPX commentary
Nov 14, 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: 2.05T vs. CPEIX (123M). VSMPX pays higher dividends than CPEIX: VSMPX (1.12) vs CPEIX (0.00). CPEIX was incepted earlier than VSMPX: CPEIX (11 years) vs VSMPX (11 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 : 13.44 vs. CPEIX (-0.27). VSMPX return over 5 years is better than : 84.08 vs. CPEIX (17.52).
| 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 | 11 years | - |
| Gain YTD | 9.542 | 15.994 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | -0.27 | 13.44 | -2% |
| Returns for 3 years | 34.26 | 68.30 | 50% |
| Returns for 5 years | 17.52 | 84.08 | 21% |
| Returns for 10 years | 62.85 | 225.48 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement