CPEIX
Price
$24.80
Change
+$0.04 (+0.16%)
Updated
Aug 7 closing price
Net Assets
119.33M
VSMPX
Price
$283.94
Change
-$0.26 (-0.09%)
Updated
Aug 7 closing price
Net Assets
1.91T
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CPEIX vs VSMPX

Header iconCPEIX vs VSMPX Comparison
Open Charts CPEIX vs VSMPXBanner chart's image
Catalyst Dynamic Alpha I
Price$24.80
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets119.33M
Vanguard Total Stock Mkt Idx Instl Pls
Price$283.94
Change-$0.26 (-0.09%)
VolumeN/A
Net Assets1.91T
CPEIX vs VSMPX Comparison Chart in %
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VS
CPEIX vs. VSMPX commentary
Aug 08, 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 StrongBuy and VSMPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. CPEIX (119M). VSMPX pays higher dividends than CPEIX: VSMPX (1.20) 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 : 21.79 vs. CPEIX (9.65). VSMPX return over 5 years is better than : 83.98 vs. CPEIX (14.73).
CPEIXVSMPXCPEIX / VSMPX
Total Expense Ratio1.130.025,650%
Annual Report Gross Expense Ratio1.260.026,300%
Fund Existence11 years10 years-
Gain YTD5.0047.46667%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets119M1.91T0%
Annual Yield % from dividends0.001.20-
Returns for 1 year9.6521.7944%
Returns for 3 years30.0450.2260%
Returns for 5 years14.7383.9818%
Returns for 10 years47.04188.0025%
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