Ad is loading...
CPEAX vs VTSMX
CPEAX vs VTSMX Comparison
Open Charts CPEAX vs VTSMX
Catalyst Dynamic Alpha A
Price$20.46
Change+$0.46 (+2.30%)
VolumeN/A
Net Assets101.87M
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
CPEAX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CPEAX vs. VTSMX commentary
Apr 25, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. CPEAX (102M). VTSMX pays higher dividends than CPEAX: VTSMX (1.25) vs CPEAX (0.00). CPEAX was incepted earlier than VTSMX: CPEAX (13 years) vs VTSMX (33 years). CPEAX (1.51) is less costly to investors than VTSMX (0.14). CPEAX is a more actively managed with annual turnover of: 63.00 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 : 5.27 vs. CPEAX (-15.33). VTSMX return over 5 years is better than : 86.77 vs. CPEAX (8.46).
| 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 | 13 years | 33 years | - |
| Gain YTD | -15.298 | -9.023 | 170% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | 0% |
| Returns for 1 year | -15.33 | 5.27 | -291% |
| Returns for 3 years | 1.72 | 22.56 | 8% |
| Returns for 5 years | 8.46 | 86.77 | 10% |
| Returns for 10 years | 17.28 | 150.14 | 12% |
View a ticker or compare two or three
VS
VS
Ad is loading...