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CPEAX vs VTSMX
CPEAX vs VTSMX Comparison
Open Charts CPEAX vs VTSMX
Catalyst Dynamic Alpha A
Price$24.64
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets115.53M
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
CPEAX vs VTSMX Comparison Chart in %
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CPEAX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. CPEAX (116M). VTSMX pays higher dividends than CPEAX: VTSMX (1.02) vs CPEAX (0.00). CPEAX was incepted earlier than VTSMX: CPEAX (14 years) vs VTSMX (34 years). CPEAX (1.51) is less costly to investors than VTSMX (0.14). CPEAX is a more actively managed with annual turnover of: 92.00 vs. VTSMX (2.00). CPEAX has a lower initial minimum investment than VTSMX: CPEAX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.79 vs. CPEAX (-2.35). VTSMX return over 5 years is better than : 77.62 vs. CPEAX (10.61).
| CPEAX | VTSMX | CPEAX / VTSMX | |
| Total Expense Ratio | 1.38 | 0.14 | 986% |
| Annual Report Gross Expense Ratio | 1.51 | 0.14 | 1,079% |
| Fund Existence | 14 years | 34 years | - |
| Gain YTD | 6.475 | 11.948 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -2.35 | 10.79 | -22% |
| Returns for 3 years | 28.34 | 63.83 | 44% |
| Returns for 5 years | 10.61 | 77.62 | 14% |
| Returns for 10 years | 48.49 | 213.77 | 23% |
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