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CPEIX vs VSMPX
CPEIX vs VSMPX Comparison
Open Charts CPEIX vs VSMPX
Catalyst Dynamic Alpha I
Price$26.59
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets123.83M
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.05
Change-$1.43 (-0.47%)
VolumeN/A
Net Assets2.02T
CPEIX vs VSMPX Comparison Chart in %
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CPEIX vs. VSMPX commentary
Oct 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. CPEIX (124M). VSMPX pays higher dividends than CPEIX: VSMPX (1.15) 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 : 18.36 vs. CPEIX (7.38). VSMPX return over 5 years is better than : 89.16 vs. CPEIX (22.71).
| 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 | 12.977 | 14.402 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 2.02T | 0% |
| Annual Yield % from dividends | 0.00 | 1.15 | - |
| Returns for 1 year | 7.38 | 18.36 | 40% |
| Returns for 3 years | 49.21 | 82.16 | 60% |
| Returns for 5 years | 22.71 | 89.16 | 25% |
| Returns for 10 years | 70.07 | 221.28 | 32% |
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