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BTIEX vs VTSMX
BTIEX vs VTSMX Comparison
Open Charts BTIEX vs VTSMX
DWS Equity 500 Index S
Price$161.89
Change+$1.36 (+0.85%)
VolumeN/A
Net Assets406.18M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
BTIEX vs VTSMX Comparison Chart in %
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BTIEX vs. VTSMX commentary
Jul 05, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. BTIEX (406M). VTSMX pays higher dividends than BTIEX: VTSMX (1.12) vs BTIEX (0.94). BTIEX was incepted earlier than VTSMX: BTIEX (33 years) vs VTSMX (33 years). BTIEX (0.33) is less costly to investors than VTSMX (0.14). BTIEX (2.00) and VTSMX (2.00) have comparable annual turnover. BTIEX has a lower initial minimum investment than VTSMX: BTIEX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. BTIEX (-2.36). VTSMX return over 5 years is better than : 95.59 vs. BTIEX (-5.04).
| BTIEX | VTSMX | BTIEX / VTSMX | |
| Total Expense Ratio | 0.25 | 0.14 | 179% |
| Annual Report Gross Expense Ratio | 0.33 | 0.14 | 236% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 7.320 | 6.421 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 1.82T | 0% |
| Annual Yield % from dividends | 0.94 | 1.12 | 84% |
| Returns for 1 year | -2.36 | 13.89 | -17% |
| Returns for 3 years | 1.32 | 62.08 | 2% |
| Returns for 5 years | -5.04 | 95.59 | -5% |
| Returns for 10 years | -15.69 | 198.05 | -8% |
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