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CPEIX vs VTSMX
CPEIX vs VTSMX Comparison
Open Charts CPEIX vs VTSMX
Catalyst Dynamic Alpha I
Price$21.09
Change+$0.13 (+0.62%)
VolumeN/A
Net Assets104.71M
Vanguard Total Stock Mkt Idx I
Price$131.78
Change+$0.87 (+0.66%)
VolumeN/A
Net Assets1.7T
CPEIX vs VTSMX Comparison Chart
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CPEIX vs. VTSMX commentary
Apr 28, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. CPEIX (105M). VTSMX pays higher dividends than CPEIX: VTSMX (1.25) vs CPEIX (0.06). CPEIX was incepted earlier than VTSMX: CPEIX (11 years) vs VTSMX (33 years). CPEIX (1.26) is less costly to investors than VTSMX (0.14). CPEIX is a more actively managed with annual turnover of: 63.00 vs. VTSMX (2.00). CPEIX has a lower initial minimum investment than VTSMX: CPEIX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 8.68 vs. CPEIX (-9.98). VTSMX return over 5 years is better than : 91.92 vs. CPEIX (16.69).
| CPEIX | VTSMX | CPEIX / VTSMX | |
| Total Expense Ratio | 1.13 | 0.14 | 807% |
| Annual Report Gross Expense Ratio | 1.26 | 0.14 | 900% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | -10.560 | -6.512 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 1.7T | 0% |
| Annual Yield % from dividends | 0.06 | 1.25 | 4% |
| Returns for 1 year | -9.98 | 8.68 | -115% |
| Returns for 3 years | 11.06 | 29.71 | 37% |
| Returns for 5 years | 16.69 | 91.92 | 18% |
| Returns for 10 years | 29.50 | 156.42 | 19% |
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