CPEIX
Price
$25.28
Change
+$0.13 (+0.52%)
Updated
Nov 19 closing price
Net Assets
115.53M
VSMPX
Price
$297.05
Change
+$0.99 (+0.33%)
Updated
Nov 19 closing price
Net Assets
2.05T
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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$25.28
Change+$0.13 (+0.52%)
VolumeN/A
Net Assets115.53M
Vanguard Total Stock Mkt Idx Instl Pls
Price$297.05
Change+$0.99 (+0.33%)
VolumeN/A
Net Assets2.05T
CPEIX vs VSMPX Comparison Chart in %
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VS
CPEIX vs. VSMPX commentary
Nov 20, 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 Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. CPEIX (116M). VSMPX pays higher dividends than CPEIX: VSMPX (1.12) vs CPEIX (0.00). CPEIX was incepted earlier than VSMPX: CPEIX (11 years) vs VSMPX (11 years). CPEIX (1.26) is less costly to investors than VSMPX (0.02). CPEIX is a more actively managed with annual turnover of: 92.00 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 : 10.81 vs. CPEIX (-1.91). VSMPX return over 5 years is better than : 77.71 vs. CPEIX (12.74).
CPEIXVSMPXCPEIX / VSMPX
Total Expense Ratio1.130.025,650%
Annual Report Gross Expense Ratio1.260.026,300%
Fund Existence11 years11 years-
Gain YTD6.65811.97456%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets116M2.05T0%
Annual Yield % from dividends0.001.12-
Returns for 1 year-1.9110.81-18%
Returns for 3 years29.5863.9146%
Returns for 5 years12.7477.7116%
Returns for 10 years53.50204.4726%
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