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BTIIX vs VSMPX
BTIIX vs VSMPX Comparison
Open Charts BTIIX vs VSMPX
DWS Equity 500 Index Inst
Price$142.07
Change+$0.19 (+0.13%)
VolumeN/A
Net Assets336.26M
Vanguard Total Stock Mkt Idx Instl Pls
Price$236.35
Change+$0.56 (+0.24%)
VolumeN/A
Net Assets1.7T
BTIIX vs VSMPX Comparison Chart
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BTIIX vs. VSMPX commentary
Apr 18, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. BTIIX (336M). VSMPX pays higher dividends than BTIIX: VSMPX (1.37) vs BTIIX (1.11). BTIIX was incepted earlier than VSMPX: BTIIX (32 years) vs VSMPX (10 years). BTIIX (0.30) is less costly to investors than VSMPX (0.02). 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 : 4.36 vs. BTIIX (-10.14). VSMPX return over 5 years is better than : 81.01 vs. BTIIX (-13.75).
| BTIIX | VSMPX | BTIIX / VSMPX | |
| Total Expense Ratio | 0.20 | 0.02 | 1,000% |
| Annual Report Gross Expense Ratio | 0.30 | 0.02 | 1,500% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -10.009 | -10.853 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 1.7T | 0% |
| Annual Yield % from dividends | 1.11 | 1.37 | 81% |
| Returns for 1 year | -10.14 | 4.36 | -233% |
| Returns for 3 years | -25.05 | 17.57 | -143% |
| Returns for 5 years | -13.75 | 81.01 | -17% |
| Returns for 10 years | -27.74 | N/A | - |
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