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CPECX vs VTSMX
CPECX vs VTSMX Comparison
Open Charts CPECX vs VTSMX
Catalyst Dynamic Alpha C
Price$19.25
Change+$0.10 (+0.52%)
VolumeN/A
Net Assets113.48M
Vanguard Total Stock Mkt Idx I
Price$141.23
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
CPECX vs VTSMX Comparison Chart
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CPECX vs. VTSMX commentary
Jun 02, 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: 1.72T vs. CPECX (113M). VTSMX pays higher dividends than CPECX: VTSMX (1.18) 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 : 12.41 vs. CPECX (-7.45). VTSMX return over 5 years is better than : 89.31 vs. CPECX (7.72).
| 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 | -2.532 | 0.192 | -1,317% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -7.45 | 12.41 | -60% |
| Returns for 3 years | 14.86 | 40.90 | 36% |
| Returns for 5 years | 7.72 | 89.31 | 9% |
| Returns for 10 years | 18.32 | 174.81 | 10% |
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