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CPEIX vs VSMPX
CPEIX vs VSMPX Comparison
Open Charts CPEIX vs VSMPX
Catalyst Dynamic Alpha I
Price$23.25
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets113.96M
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
CPEIX vs VSMPX Comparison Chart
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CPEIX vs. VSMPX commentary
Jun 07, 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 CPEIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. CPEIX (114M). VSMPX pays higher dividends than CPEIX: VSMPX (1.29) vs CPEIX (0.00). CPEIX was incepted earlier than VSMPX: CPEIX (11 years) vs VSMPX (10 years). CPEIX (1.26) is less costly to investors than VSMPX (0.02). CPEIX is a more actively managed with annual turnover of: 63.00 vs. VSMPX (2.00). CPEIX has a lower initial minimum investment than VSMPX: CPEIX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.41 vs. CPEIX (-5.53). VSMPX return over 5 years is better than : 81.84 vs. CPEIX (18.10).
| CPEIX | VSMPX | CPEIX / VSMPX | |
| Total Expense Ratio | 1.13 | 0.02 | 5,650% |
| Annual Report Gross Expense Ratio | 1.26 | 0.02 | 6,300% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | -1.442 | 1.298 | -111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.29 | - |
| Returns for 1 year | -5.53 | 11.41 | -48% |
| Returns for 3 years | 20.17 | 42.50 | 47% |
| Returns for 5 years | 18.10 | 81.84 | 22% |
| Returns for 10 years | 42.53 | 172.88 | 25% |
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