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CPECX vs VTSMX
CPECX vs VTSMX Comparison
Open Charts CPECX vs VTSMX
Catalyst Dynamic Alpha C
Price$21.80
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets123.59M
Vanguard Total Stock Mkt Idx I
Price$158.36
Change-$0.18 (-0.11%)
VolumeN/A
Net Assets1.95T
CPECX vs VTSMX Comparison Chart in %
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CPECX vs. VTSMX commentary
Sep 18, 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: 1.95T vs. CPECX (124M). VTSMX pays higher dividends than CPECX: VTSMX (1.07) vs CPECX (0.00). CPECX was incepted earlier than VTSMX: CPECX (14 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 : 17.42 vs. CPECX (5.01). VTSMX return over 5 years is better than : 91.58 vs. CPECX (14.56).
| 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 | 14 years | 33 years | - |
| Gain YTD | 10.380 | 12.487 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 1.95T | 0% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 5.01 | 17.42 | 29% |
| Returns for 3 years | 34.24 | 67.85 | 50% |
| Returns for 5 years | 14.56 | 91.58 | 16% |
| Returns for 10 years | 40.37 | 231.82 | 17% |
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