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BTIIX vs VTSAX
BTIIX vs VTSAX Comparison
Open Charts BTIIX vs VTSAX
DWS Equity 500 Index Inst
Price$178.78
Change+$0.67 (+0.38%)
VolumeN/A
Net Assets421.99M
Vanguard Total Stock Mkt Idx Adm
Price$158.32
Change+$0.52 (+0.33%)
VolumeN/A
Net Assets2.05T
BTIIX vs VTSAX Comparison Chart in %
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BTIIX vs. VTSAX commentary
Nov 20, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. BTIIX (422M). VTSAX pays higher dividends than BTIIX: VTSAX (1.11) vs BTIIX (0.84). BTIIX was incepted earlier than VTSAX: BTIIX (33 years) vs VTSAX (25 years). BTIIX (0.30) is less costly to investors than VTSAX (0.04). BTIIX (2.00) and VTSAX (2.00) have comparable annual turnover. VTSAX has a lower initial minimum investment than BTIIX: VTSAX (3000) vs BTIIX (1000000). VTSAX annual gain was more profitable for investors over the last year : 10.80 vs. BTIIX (-3.14). VTSAX return over 5 years is better than : 77.64 vs. BTIIX (-9.88).
| BTIIX | VTSAX | BTIIX / VTSAX | |
| Total Expense Ratio | 0.20 | 0.04 | 500% |
| Annual Report Gross Expense Ratio | 0.30 | 0.04 | 750% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 13.525 | 11.966 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 2.05T | 0% |
| Annual Yield % from dividends | 0.84 | 1.11 | 76% |
| Returns for 1 year | -3.14 | 10.80 | -29% |
| Returns for 3 years | 4.64 | 63.88 | 7% |
| Returns for 5 years | -9.88 | 77.64 | -13% |
| Returns for 10 years | -8.86 | 214.45 | -4% |