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BTIEX vs VTSMX
BTIEX vs VTSMX Comparison
Open Charts BTIEX vs VTSMX
DWS Equity 500 Index S
Price$139.12
Change-$7.08 (-4.84%)
VolumeN/A
Net Assets362.92M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
BTIEX vs VTSMX Comparison Chart
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BTIEX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. BTIEX (363M). VTSMX pays higher dividends than BTIEX: VTSMX (1.25) vs BTIEX (1.07). BTIEX was incepted earlier than VTSMX: BTIEX (32 years) vs VTSMX (33 years). BTIEX (0.36) 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 : 8.05 vs. BTIEX (-7.58). VTSMX return over 5 years is better than : 126.23 vs. BTIEX (4.32).
| BTIEX | VTSMX | BTIEX / VTSMX | |
| Total Expense Ratio | 0.25 | 0.14 | 179% |
| Annual Report Gross Expense Ratio | 0.36 | 0.14 | 257% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | -3.326 | -3.986 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 363M | 1.81T | 0% |
| Annual Yield % from dividends | 1.07 | 1.25 | 86% |
| Returns for 1 year | -7.58 | 8.05 | -94% |
| Returns for 3 years | -24.20 | 21.01 | -115% |
| Returns for 5 years | 4.32 | 126.23 | 3% |
| Returns for 10 years | -24.38 | 166.80 | -15% |
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