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CPEAX vs VTSAX
CPEAX vs VTSAX Comparison
Open Charts CPEAX vs VTSAX
Catalyst Dynamic Alpha A
Price$24.41
Change-$0.07 (-0.29%)
VolumeN/A
Net Assets119.29M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
CPEAX vs VTSAX Comparison Chart in %
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CPEAX vs. VTSAX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. CPEAX (119M). VTSAX pays higher dividends than CPEAX: VTSAX (1.18) 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 : 16.53 vs. CPEAX (3.26). VTSAX return over 5 years is better than : 86.35 vs. CPEAX (14.28).
| 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 | 6.084 | 9.566 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | 3.26 | 16.53 | 20% |
| Returns for 3 years | 25.31 | 47.21 | 54% |
| Returns for 5 years | 14.28 | 86.35 | 17% |
| Returns for 10 years | 45.66 | 203.98 | 22% |
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