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CPEIX vs VTSMX
CPEIX vs VTSMX Comparison
Open Charts CPEIX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$155.21
Change+$0.43 (+0.28%)
VolumeN/A
Net Assets1.91T
CPEIX vs VTSMX Comparison Chart in %
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CPEIX vs. VTSMX commentary
Aug 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: 1.91T vs. CPEIX (118M). 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 : 14.88 vs. CPEIX (3.16). VTSMX return over 5 years is better than : 79.72 vs. CPEIX (13.16).
| 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 | 6.573 | 9.820 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 3.16 | 14.88 | 21% |
| Returns for 3 years | 29.61 | 56.58 | 52% |
| Returns for 5 years | 13.16 | 79.72 | 17% |
| Returns for 10 years | 60.23 | 220.08 | 27% |