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BTIEX vs VTSMX
BTIEX vs VTSMX Comparison
Open Charts BTIEX vs VTSMX
DWS Equity 500 Index S
Price$150.65
Change+$0.17 (+0.11%)
VolumeN/A
Net Assets378.39M
Vanguard Total Stock Mkt Idx I
Price$140.38
Change+$0.32 (+0.23%)
VolumeN/A
Net Assets1.78T
BTIEX vs VTSMX Comparison Chart
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BTIEX vs. VTSMX commentary
Jan 15, 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: 1.78T vs. BTIEX (378M). VTSMX pays higher dividends than BTIEX: VTSMX (1.26) vs BTIEX (1.16). BTIEX was incepted earlier than VTSMX: BTIEX (32 years) vs VTSMX (33 years). 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 : 21.46 vs. BTIEX (3.64). VTSMX return over 5 years is better than : 73.08 vs. BTIEX (-18.67).
| BTIEX | VTSMX | BTIEX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | -0.739 | -0.667 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 1.78T | 0% |
| Annual Yield % from dividends | 1.16 | 1.26 | 92% |
| Returns for 1 year | 3.64 | 21.46 | 17% |
| Returns for 3 years | -23.32 | 22.79 | -102% |
| Returns for 5 years | -18.67 | 73.08 | -26% |
| Returns for 10 years | -20.77 | 186.83 | -11% |
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