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CPEAX vs VTSAX
CPEAX vs VTSAX Comparison
Open Charts CPEAX vs VTSAX
Catalyst Dynamic Alpha A
Price$22.51
Change-$0.28 (-1.23%)
VolumeN/A
Net Assets112.65M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
CPEAX vs VTSAX Comparison Chart
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CPEAX vs. VTSAX 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 CPEAX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. CPEAX (113M). VTSAX pays higher dividends than CPEAX: VTSAX (1.28) vs CPEAX (0.00). CPEAX was incepted earlier than VTSAX: CPEAX (13 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 : 10.07 vs. CPEAX (-6.79). VTSAX return over 5 years is better than : 91.40 vs. CPEAX (17.36).
| 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 | 13 years | 25 years | - |
| Gain YTD | -2.173 | 1.365 | -159% |
| Front Load | 6% | 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 | 1.28 | - |
| Returns for 1 year | -6.79 | 10.07 | -67% |
| Returns for 3 years | 29.59 | 57.61 | 51% |
| Returns for 5 years | 17.36 | 91.40 | 19% |
| Returns for 10 years | 35.53 | 179.53 | 20% |
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