Interact to see
Advertisement
Advertisement
CPECX vs VTSAX
CPECX vs VTSAX Comparison
Open Charts CPECX vs VTSAX
Catalyst Dynamic Alpha C
Price$19.85
Change+$0.28 (+1.43%)
VolumeN/A
Net Assets114.34M
Vanguard Total Stock Mkt Idx Adm
Price$145.88
Change+$1.66 (+1.15%)
VolumeN/A
Net Assets1.82T
CPECX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CPECX vs. VTSAX commentary
Jun 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 CPECX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. CPECX (114M). VTSAX pays higher dividends than CPECX: VTSAX (1.28) vs CPECX (0.00). CPECX was incepted earlier than VTSAX: CPECX (14 years) vs VTSAX (25 years). CPECX (2.26) is less costly to investors than VTSAX (0.04). CPECX is a more actively managed with annual turnover of: 63.00 vs. VTSAX (2.00). CPECX has a lower initial minimum investment than VTSAX: CPECX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 10.75 vs. CPECX (-5.39). VTSAX return over 5 years is better than : 91.07 vs. CPECX (5.03).
| CPECX | VTSAX | CPECX / VTSAX | |
| Total Expense Ratio | 2.13 | 0.04 | 5,325% |
| Annual Report Gross Expense Ratio | 2.26 | 0.04 | 5,650% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 0.506 | 2.294 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -5.39 | 10.75 | -50% |
| Returns for 3 years | 27.16 | 52.28 | 52% |
| Returns for 5 years | 5.03 | 91.07 | 6% |
| Returns for 10 years | 22.23 | 182.52 | 12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers