Ad is loading...
BTIIX vs VSMPX
BTIIX vs VSMPX Comparison
Open Charts BTIIX vs VSMPX
DWS Equity 500 Index Inst
Price$152.33
Change+$0.87 (+0.57%)
VolumeN/A
Net Assets374.52M
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
BTIIX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BTIIX vs. VSMPX 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 BTIIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. BTIIX (375M). VSMPX pays higher dividends than BTIIX: VSMPX (1.37) vs BTIIX (1.12). 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 : 7.86 vs. BTIIX (-7.16). VSMPX return over 5 years is better than : 88.00 vs. BTIIX (-9.74).
| 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 | -3.933 | -4.649 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 1.72T | 0% |
| Annual Yield % from dividends | 1.12 | 1.37 | 81% |
| Returns for 1 year | -7.16 | 7.86 | -91% |
| Returns for 3 years | -11.99 | 39.43 | -30% |
| Returns for 5 years | -9.74 | 88.00 | -11% |
| Returns for 10 years | -23.13 | 155.00 | -15% |
View a ticker or compare two or three
VS
VS
Ad is loading...