Ad is loading...
BTIIX vs VSMPX
BTIIX vs VSMPX Comparison
Open Charts BTIIX vs VSMPX
DWS Equity 500 Index Inst
Price$163.62
Change+$1.00 (+0.61%)
VolumeN/A
Net Assets394.99M
Vanguard Total Stock Mkt Idx Instl Pls
Price$274.52
Change+$1.35 (+0.49%)
VolumeN/A
Net Assets1.78T
BTIIX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BTIIX vs. VSMPX commentary
Jan 23, 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 BTIIX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. BTIIX (395M). VSMPX pays higher dividends than BTIIX: VSMPX (1.36) vs BTIIX (1.21). BTIIX was incepted earlier than VSMPX: BTIIX (32 years) vs VSMPX (10 years). BTIIX (2.00) and VSMPX (2.00) have comparable annual turnover. BTIIX has a lower initial minimum investment than VSMPX: BTIIX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 24.83 vs. BTIIX (7.04). VSMPX return over 5 years is better than : 80.62 vs. BTIIX (-13.11).
| BTIIX | VSMPX | BTIIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 3.524 | 3.757 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 1.78T | 0% |
| Annual Yield % from dividends | 1.21 | 1.36 | 89% |
| Returns for 1 year | 7.04 | 24.83 | 28% |
| Returns for 3 years | -13.64 | 36.45 | -37% |
| Returns for 5 years | -13.11 | 80.62 | -16% |
| Returns for 10 years | -15.69 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers