CPEIX
Price
$24.40
Change
+$0.19 (+0.78%)
Updated
Jul 3 closing price
Net Assets
118.57M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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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$24.40
Change+$0.19 (+0.78%)
VolumeN/A
Net Assets118.57M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CPEIX vs VTSMX Comparison Chart in %
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CPEIX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CPEIX (119M). 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 : 13.89 vs. CPEIX (-0.04). VTSMX return over 5 years is better than : 95.59 vs. CPEIX (16.45).
CPEIXVTSMXCPEIX / VTSMX
Total Expense Ratio1.130.14807%
Annual Report Gross Expense Ratio1.260.14900%
Fund Existence11 years33 years-
Gain YTD3.4786.42154%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets119M1.82T0%
Annual Yield % from dividends0.001.12-
Returns for 1 year-0.0413.89-0%
Returns for 3 years37.5062.0860%
Returns for 5 years16.4595.5917%
Returns for 10 years50.74198.0526%
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