CPEIX
Price
$24.75
Change
+$0.21 (+0.86%)
Updated
Jul 25 closing price
Net Assets
119.67M
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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CPEIX vs VTSMX

Header iconCPEIX vs VTSMX Comparison
Open Charts CPEIX vs VTSMXBanner chart's image
Catalyst Dynamic Alpha I
Price$24.75
Change+$0.21 (+0.86%)
VolumeN/A
Net Assets119.67M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
CPEIX vs VTSMX Comparison Chart in %
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CPEIX vs. VTSMX commentary
Jul 27, 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CPEIX (120M). VTSMX pays higher dividends than CPEIX: VTSMX (1.12) 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 : 17.75 vs. CPEIX (4.74). VTSMX return over 5 years is better than : 93.51 vs. CPEIX (17.95).
CPEIXVTSMXCPEIX / VTSMX
Total Expense Ratio1.130.14807%
Annual Report Gross Expense Ratio1.260.14900%
Fund Existence11 years33 years-
Gain YTD4.9628.28760%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets120M1.91T0%
Annual Yield % from dividends0.001.12-
Returns for 1 year4.7417.7527%
Returns for 3 years35.8260.6059%
Returns for 5 years17.9593.5119%
Returns for 10 years48.90200.9724%
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