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CPEAX vs VTSMX
CPEAX vs VTSMX Comparison
Open Charts CPEAX vs VTSMX
Catalyst Dynamic Alpha A
Price$24.14
Change+$0.21 (+0.88%)
VolumeN/A
Net Assets118.66M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
CPEAX vs VTSMX Comparison Chart in %
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CPEAX vs. VTSMX commentary
Jul 27, 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: 1.91T vs. CPEAX (119M). VTSMX pays higher dividends than CPEAX: VTSMX (1.12) vs CPEAX (0.00). CPEAX was incepted earlier than VTSMX: CPEAX (14 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 : 17.23 vs. CPEAX (4.32). VTSMX return over 5 years is better than : 92.66 vs. CPEAX (15.78).
| 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 | 33 years | - |
| Gain YTD | 4.911 | 7.812 | 63% |
| 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 | 1.12 | - |
| Returns for 1 year | 4.32 | 17.23 | 25% |
| Returns for 3 years | 34.56 | 59.89 | 58% |
| Returns for 5 years | 15.78 | 92.66 | 17% |
| Returns for 10 years | 44.22 | 199.64 | 22% |
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