Interact to see
Advertisement
Advertisement
CPEIX vs VSTSX
CPEIX vs VSTSX Comparison
Open Charts CPEIX vs VSTSX
Catalyst Dynamic Alpha I
Price$24.15
Change-$0.15 (-0.62%)
VolumeN/A
Net Assets118.06M
Vanguard Total Stock Mkt Idx Instl Sel
Price$292.89
Change-$0.12 (-0.04%)
VolumeN/A
Net Assets1.91T
CPEIX vs VSTSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CPEIX vs. VSTSX commentary
Jul 09, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. CPEIX (118M). VSTSX pays higher dividends than CPEIX: VSTSX (1.23) vs CPEIX (0.00). CPEIX was incepted earlier than VSTSX: CPEIX (11 years) vs VSTSX (9 years). CPEIX (1.26) is less costly to investors than VSTSX (0.01). CPEIX is a more actively managed with annual turnover of: 63.00 vs. VSTSX (2.00). CPEIX has a lower initial minimum investment than VSTSX: CPEIX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 12.33 vs. CPEIX (-0.90). VSTSX return over 5 years is better than : 92.86 vs. CPEIX (12.34).
| CPEIX | VSTSX | CPEIX / VSTSX | |
| Total Expense Ratio | 1.13 | 0.01 | 11,300% |
| Annual Report Gross Expense Ratio | 1.26 | 0.01 | 12,600% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 3.053 | 5.562 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | -0.90 | 12.33 | -7% |
| Returns for 3 years | 35.80 | 57.59 | 62% |
| Returns for 5 years | 12.34 | 92.86 | 13% |
| Returns for 10 years | 48.76 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement