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CPEIX vs VTSAX
CPEIX vs VTSAX Comparison
Open Charts CPEIX vs VTSAX
Catalyst Dynamic Alpha I
Price$24.80
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets119.33M
Vanguard Total Stock Mkt Idx Adm
Price$151.34
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
CPEIX vs VTSAX Comparison Chart in %
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CPEIX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. CPEIX (119M). VTSAX pays higher dividends than CPEIX: VTSAX (1.18) vs CPEIX (0.00). CPEIX was incepted earlier than VTSAX: CPEIX (11 years) vs VTSAX (25 years). CPEIX (1.26) is less costly to investors than VTSAX (0.04). CPEIX is a more actively managed with annual turnover of: 63.00 vs. VTSAX (2.00). CPEIX has a lower initial minimum investment than VTSAX: CPEIX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 21.78 vs. CPEIX (9.65). VTSAX return over 5 years is better than : 83.94 vs. CPEIX (14.73).
| CPEIX | VTSAX | CPEIX / VTSAX | |
| Total Expense Ratio | 1.13 | 0.04 | 2,825% |
| Annual Report Gross Expense Ratio | 1.26 | 0.04 | 3,150% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 5.004 | 7.459 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | 9.65 | 21.78 | 44% |
| Returns for 3 years | 30.04 | 50.18 | 60% |
| Returns for 5 years | 14.73 | 83.94 | 18% |
| Returns for 10 years | 47.04 | 197.46 | 24% |
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