CPEIX
Price
$24.80
Change
+$0.04 (+0.16%)
Updated
Aug 7 closing price
Net Assets
119.33M
VTSMX
Price
$151.30
Change
-$0.14 (-0.09%)
Updated
Aug 7 closing price
Net Assets
1.91T
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CPEIX vs VTSMX

Header iconCPEIX vs VTSMX Comparison
Open Charts CPEIX vs VTSMXBanner chart's image
Catalyst Dynamic Alpha I
Price$24.80
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets119.33M
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
CPEIX vs VTSMX Comparison Chart in %
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CPEIX vs. VTSMX 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 VTSMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CPEIX (119M). VTSMX pays higher dividends than CPEIX: VTSMX (1.09) vs CPEIX (0.00). 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 : 21.77 vs. CPEIX (9.65). VTSMX return over 5 years is better than : 83.91 vs. CPEIX (14.73).
CPEIXVTSMXCPEIX / VTSMX
Total Expense Ratio1.130.14807%
Annual Report Gross Expense Ratio1.260.14900%
Fund Existence11 years33 years-
Gain YTD5.0047.45067%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets119M1.91T0%
Annual Yield % from dividends0.001.09-
Returns for 1 year9.6521.7744%
Returns for 3 years30.0450.1560%
Returns for 5 years14.7383.9118%
Returns for 10 years47.04196.7824%
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