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CPEAX vs VTSMX
CPEAX vs VTSMX Comparison
Open Charts CPEAX vs VTSMX
Catalyst Dynamic Alpha A
Price$25.73
Change+$0.21 (+0.82%)
VolumeN/A
Net Assets123.34M
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
CPEAX vs VTSMX Comparison Chart in %
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CPEAX vs. VTSMX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. CPEAX (123M). VTSMX pays higher dividends than CPEAX: VTSMX (1.07) 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 : 15.63 vs. CPEAX (5.36). VTSMX return over 5 years is better than : 96.53 vs. CPEAX (23.82).
| 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 | 11.821 | 12.949 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 1.95T | 0% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 5.36 | 15.63 | 34% |
| Returns for 3 years | 50.73 | 80.25 | 63% |
| Returns for 5 years | 23.82 | 96.53 | 25% |
| Returns for 10 years | 72.17 | 249.92 | 29% |
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