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CPEIX vs VTSMX
CPEIX vs VTSMX Comparison
Open Charts CPEIX vs VTSMX
Catalyst Dynamic Alpha I
Price$25.04
Change-$0.07 (-0.28%)
VolumeN/A
Net Assets118.96M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
CPEIX vs VTSMX Comparison Chart in %
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CPEIX vs. VTSMX commentary
Aug 17, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CPEIX (119M). VTSMX pays higher dividends than CPEIX: VTSMX (1.09) vs CPEIX (0.00). CPEIX was incepted earlier than VTSMX: CPEIX (11 years) vs VTSMX (33 years). CPEIX (1.26) is less costly to investors than VTSMX (0.14). CPEIX is a more actively managed with annual turnover of: 63.00 vs. VTSMX (2.00). CPEIX has a lower initial minimum investment than VTSMX: CPEIX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. CPEIX (3.69). VTSMX return over 5 years is better than : 85.82 vs. CPEIX (16.46).
| CPEIX | VTSMX | CPEIX / VTSMX | |
| Total Expense Ratio | 1.13 | 0.14 | 807% |
| Annual Report Gross Expense Ratio | 1.26 | 0.14 | 900% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 6.192 | 9.266 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 3.69 | 16.21 | 23% |
| Returns for 3 years | 26.48 | 46.80 | 57% |
| Returns for 5 years | 16.46 | 85.82 | 19% |
| Returns for 10 years | 50.47 | 202.54 | 25% |
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