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CPECX vs VTSAX
CPECX vs VTSAX Comparison
Open Charts CPECX vs VTSAX
Catalyst Dynamic Alpha C
Price$17.62
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets104.71M
Vanguard Total Stock Mkt Idx Adm
Price$131.81
Change+$0.88 (+0.67%)
VolumeN/A
Net Assets1.7T
CPECX vs VTSAX Comparison Chart
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CPECX vs. VTSAX commentary
Apr 28, 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: 1.7T vs. CPECX (105M). VTSAX pays higher dividends than CPECX: VTSAX (1.35) vs CPECX (0.00). CPECX was incepted earlier than VTSAX: CPECX (13 years) vs VTSAX (24 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 : 8.69 vs. CPECX (-12.21). VTSAX return over 5 years is better than : 91.96 vs. CPECX (5.51).
| 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 | 13 years | 24 years | - |
| Gain YTD | -10.785 | -6.508 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -12.21 | 8.69 | -141% |
| Returns for 3 years | 5.95 | 29.73 | 20% |
| Returns for 5 years | 5.51 | 91.96 | 6% |
| Returns for 10 years | 9.92 | 156.95 | 6% |
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