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CPEAX vs VTSMX
CPEAX vs VTSMX Comparison
Open Charts CPEAX vs VTSMX
Catalyst Dynamic Alpha A
Price$22.70
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets114.18M
Vanguard Total Stock Mkt Idx I
Price$142.73
Change+$0.95 (+0.67%)
VolumeN/A
Net Assets1.72T
CPEAX vs VTSMX Comparison Chart
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CPEAX vs. VTSMX commentary
Jun 04, 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: 1.72T vs. CPEAX (114M). VTSMX pays higher dividends than CPEAX: VTSMX (1.18) 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 : 11.97 vs. CPEAX (-4.50). VTSMX return over 5 years is better than : 85.27 vs. CPEAX (17.92).
| 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 | -1.347 | 0.582 | -231% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -4.50 | 11.97 | -38% |
| Returns for 3 years | 19.85 | 41.91 | 47% |
| Returns for 5 years | 17.92 | 85.27 | 21% |
| Returns for 10 years | 36.92 | 177.44 | 21% |