CPEIX
Price
$24.15
Change
-$0.15 (-0.62%)
Updated
Jul 8 closing price
Net Assets
118.06M
VTSAX
Price
$148.74
Change
-$0.06 (-0.04%)
Updated
Jul 8 closing price
Net Assets
1.91T
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CPEIX vs VTSAX

Header iconCPEIX vs VTSAX Comparison
Open Charts CPEIX vs VTSAXBanner chart's image
Catalyst Dynamic Alpha I
Price$24.15
Change-$0.15 (-0.62%)
VolumeN/A
Net Assets118.06M
Vanguard Total Stock Mkt Idx Adm
Price$148.74
Change-$0.06 (-0.04%)
VolumeN/A
Net Assets1.91T
CPEIX vs VTSAX Comparison Chart in %
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CPEIX vs. VTSAX 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. CPEIX (118M). VTSAX pays higher dividends than CPEIX: VTSAX (1.21) 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 : 12.31 vs. CPEIX (-0.90). VTSAX return over 5 years is better than : 92.74 vs. CPEIX (12.34).
CPEIXVTSAXCPEIX / VTSAX
Total Expense Ratio1.130.042,825%
Annual Report Gross Expense Ratio1.260.043,150%
Fund Existence11 years25 years-
Gain YTD3.0535.55855%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets118M1.91T0%
Annual Yield % from dividends0.001.21-
Returns for 1 year-0.9012.31-7%
Returns for 3 years35.8057.5262%
Returns for 5 years12.3492.7413%
Returns for 10 years48.76195.2125%
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