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BTIEX vs VTSMX
BTIEX vs VTSMX Comparison
Open Charts BTIEX vs VTSMX
DWS Equity 500 Index S
Price$146.09
Change+$0.84 (+0.58%)
VolumeN/A
Net Assets374.52M
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
BTIEX vs VTSMX Comparison Chart
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BTIEX vs. VTSMX commentary
May 09, 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: 1.72T vs. BTIEX (375M). VTSMX pays higher dividends than BTIEX: VTSMX (1.26) vs BTIEX (1.08). 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 : 7.85 vs. BTIEX (-7.82). VTSMX return over 5 years is better than : 87.92 vs. BTIEX (-12.07).
| 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 | -3.954 | -4.660 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 1.72T | 0% |
| Annual Yield % from dividends | 1.08 | 1.26 | 86% |
| Returns for 1 year | -7.82 | 7.85 | -100% |
| Returns for 3 years | -13.60 | 39.37 | -35% |
| Returns for 5 years | -12.07 | 87.92 | -14% |
| Returns for 10 years | -25.86 | 162.78 | -16% |
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