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BTIIX vs VSMPX
BTIIX vs VSMPX Comparison
Open Charts BTIIX vs VSMPX
DWS Equity 500 Index Inst
Price$179.31
Change-$0.35 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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VS
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BTIIX vs VSMPX Comparison Chart
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BTIIX vs. VSMPX commentary
Sep 21, 2024
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 (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 (9 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 : 25.90 vs. BTIIX (1.25). VSMPX return over 5 years is better than : 83.02 vs. BTIIX (-5.64).
| BTIIX | VSMPX | BTIIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 17.224 | 16.929 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 1.72T | 0% |
| Annual Yield % from dividends | 1.21 | 1.36 | 89% |
| Returns for 1 year | 1.25 | 25.90 | 5% |
| Returns for 3 years | -18.01 | 21.36 | -84% |
| Returns for 5 years | -5.64 | 83.02 | -7% |
| Returns for 10 years | -10.18 | N/A | - |
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