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CPECX vs VTSMX
CPECX vs VTSMX Comparison
Open Charts CPECX vs VTSMX
Catalyst Dynamic Alpha C
Price$17.62
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets104.71M
Vanguard Total Stock Mkt Idx I
Price$131.78
Change+$0.87 (+0.66%)
VolumeN/A
Net Assets1.7T
CPECX vs VTSMX Comparison Chart
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CPECX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. CPECX (105M). VTSMX pays higher dividends than CPECX: VTSMX (1.25) vs CPECX (0.00). CPECX was incepted earlier than VTSMX: CPECX (13 years) vs VTSMX (33 years). CPECX (2.26) is less costly to investors than VTSMX (0.14). CPECX is a more actively managed with annual turnover of: 63.00 vs. VTSMX (2.00). CPECX has a lower initial minimum investment than VTSMX: CPECX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 8.68 vs. CPECX (-12.21). VTSMX return over 5 years is better than : 91.92 vs. CPECX (5.51).
| CPECX | VTSMX | CPECX / VTSMX | |
| Total Expense Ratio | 2.13 | 0.14 | 1,521% |
| Annual Report Gross Expense Ratio | 2.26 | 0.14 | 1,614% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | -10.785 | -6.512 | 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 | 1.25 | - |
| Returns for 1 year | -12.21 | 8.68 | -141% |
| Returns for 3 years | 5.95 | 29.71 | 20% |
| Returns for 5 years | 5.51 | 91.92 | 6% |
| Returns for 10 years | 9.92 | 156.42 | 6% |
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