CPEIX
Price
$24.40
Change
+$0.19 (+0.78%)
Updated
Jul 3 closing price
Net Assets
118.57M
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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CPEIX vs VTSAX

Header iconCPEIX vs VTSAX Comparison
Open Charts CPEIX vs VTSAXBanner 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 Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CPEIX vs VTSAX Comparison Chart in %
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CPEIX vs. VTSAX 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. CPEIX (119M). VTSAX pays higher dividends than CPEIX: VTSAX (1.21) vs CPEIX (0.00). CPEIX was incepted earlier than VTSAX: CPEIX (11 years) vs VTSAX (25 years). CPEIX (1.26) is less costly to investors than VTSAX (0.04). CPEIX is a more actively managed with annual turnover of: 63.00 vs. VTSAX (2.00). CPEIX has a lower initial minimum investment than VTSAX: CPEIX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. CPEIX (-0.04). VTSAX return over 5 years is better than : 95.62 vs. CPEIX (16.45).
CPEIXVTSAXCPEIX / VTSAX
Total Expense Ratio1.130.042,825%
Annual Report Gross Expense Ratio1.260.043,150%
Fund Existence11 years25 years-
Gain YTD3.4786.41654%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets119M1.82T0%
Annual Yield % from dividends0.001.21-
Returns for 1 year-0.0413.89-0%
Returns for 3 years37.5062.1260%
Returns for 5 years16.4595.6217%
Returns for 10 years50.74198.6926%
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