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CPEIX vs VTSMX
CPEIX vs VTSMX Comparison
Open Charts CPEIX vs VTSMX
Catalyst Dynamic Alpha I
Price$23.07
Change-$0.29 (-1.24%)
VolumeN/A
Net Assets112.65M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
CPEIX vs VTSMX Comparison Chart
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CPEIX vs. VTSMX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CPEIX (113M). VTSMX pays higher dividends than CPEIX: VTSMX (1.18) 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 : 10.06 vs. CPEIX (-6.26). VTSMX return over 5 years is better than : 91.36 vs. CPEIX (19.54).
| 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 | -2.163 | 1.349 | -160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -6.26 | 10.06 | -62% |
| Returns for 3 years | 30.82 | 57.59 | 54% |
| Returns for 5 years | 19.54 | 91.36 | 21% |
| Returns for 10 years | 40.04 | 178.92 | 22% |
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