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CPEIX vs VTSMX
CPEIX vs VTSMX Comparison
Open Charts CPEIX vs VTSMX
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.
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).
| 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 | 4.962 | 8.287 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 4.74 | 17.75 | 27% |
| Returns for 3 years | 35.82 | 60.60 | 59% |
| Returns for 5 years | 17.95 | 93.51 | 19% |
| Returns for 10 years | 48.90 | 200.97 | 24% |
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