BTIEX
Price
$139.12
Change
-$7.08 (-4.84%)
Updated
Apr 3 closing price
Net Assets
362.92M
VSMPX
Price
$241.06
Change
-$12.89 (-5.08%)
Updated
Apr 3 closing price
Net Assets
1.81T
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BTIEX vs VSMPX

Header iconBTIEX vs VSMPX Comparison
Open Charts BTIEX vs VSMPXBanner chart's image
DWS Equity 500 Index S
Price$139.12
Change-$7.08 (-4.84%)
VolumeN/A
Net Assets362.92M
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
BTIEX vs VSMPX Comparison Chart
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VS
BTIEX vs. VSMPX commentary
Apr 04, 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 BTIEX is a Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. BTIEX (363M). VSMPX pays higher dividends than BTIEX: VSMPX (1.37) vs BTIEX (1.07). BTIEX was incepted earlier than VSMPX: BTIEX (32 years) vs VSMPX (10 years). BTIEX (0.36) is less costly to investors than VSMPX (0.02). BTIEX (2.00) and VSMPX (2.00) have comparable annual turnover. BTIEX has a lower initial minimum investment than VSMPX: BTIEX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 8.06 vs. BTIEX (-7.58). VSMPX return over 5 years is better than : 126.31 vs. BTIEX (4.32).
BTIEXVSMPXBTIEX / VSMPX
Total Expense Ratio0.250.021,250%
Annual Report Gross Expense Ratio0.360.021,800%
Fund Existence32 years10 years-
Gain YTD-3.326-3.98783%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets363M1.81T0%
Annual Yield % from dividends1.071.3778%
Returns for 1 year-7.588.06-94%
Returns for 3 years-24.2021.05-115%
Returns for 5 years4.32126.313%
Returns for 10 years-24.38N/A-
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