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CPEAX vs VTSAX
CPEAX vs VTSAX Comparison
Open Charts CPEAX vs VTSAX
Catalyst Dynamic Alpha A
Price$25.73
Change+$0.21 (+0.82%)
VolumeN/A
Net Assets123.34M
Vanguard Total Stock Mkt Idx Adm
Price$159.25
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
CPEAX vs VTSAX Comparison Chart in %
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CPEAX vs. VTSAX commentary
Sep 29, 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 CPEAX is a Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. CPEAX (123M). VTSAX pays higher dividends than CPEAX: VTSAX (1.16) vs CPEAX (0.00). CPEAX was incepted earlier than VTSAX: CPEAX (14 years) vs VTSAX (25 years). CPEAX (1.51) is less costly to investors than VTSAX (0.04). CPEAX is a more actively managed with annual turnover of: 63.00 vs. VTSAX (2.00). CPEAX has a lower initial minimum investment than VTSAX: CPEAX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 15.64 vs. CPEAX (5.36). VTSAX return over 5 years is better than : 96.61 vs. CPEAX (23.82).
| CPEAX | VTSAX | CPEAX / VTSAX | |
| Total Expense Ratio | 1.38 | 0.04 | 3,450% |
| Annual Report Gross Expense Ratio | 1.51 | 0.04 | 3,775% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 11.821 | 12.971 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 1.95T | 0% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | 5.36 | 15.64 | 34% |
| Returns for 3 years | 50.73 | 80.33 | 63% |
| Returns for 5 years | 23.82 | 96.61 | 25% |
| Returns for 10 years | 72.17 | 250.82 | 29% |