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CPEIX vs VTSAX
CPEIX vs VTSAX Comparison
Open Charts CPEIX vs VTSAX
Catalyst Dynamic Alpha I
Price$23.25
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets113.96M
Vanguard Total Stock Mkt Idx Adm
Price$143.67
Change+$1.52 (+1.07%)
VolumeN/A
Net Assets1.82T
CPEIX vs VTSAX Comparison Chart
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CPEIX vs. VTSAX commentary
Jun 07, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. CPEIX (114M). VTSAX pays higher dividends than CPEIX: VTSAX (1.28) 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 : 11.40 vs. CPEIX (-5.53). VTSAX return over 5 years is better than : 81.77 vs. CPEIX (18.10).
| 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 | -1.442 | 1.287 | -112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -5.53 | 11.40 | -49% |
| Returns for 3 years | 20.17 | 42.45 | 48% |
| Returns for 5 years | 18.10 | 81.77 | 22% |
| Returns for 10 years | 42.53 | 181.81 | 23% |
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