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BTIIX vs VTSAX
BTIIX vs VTSAX Comparison
Open Charts BTIIX vs VTSAX
DWS Equity 500 Index Inst
Price$142.07
Change+$0.19 (+0.13%)
VolumeN/A
Net Assets336.26M
Vanguard Total Stock Mkt Idx Adm
Price$125.97
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
BTIIX vs VTSAX Comparison Chart
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BTIIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. BTIIX (336M). VTSAX pays higher dividends than BTIIX: VTSAX (1.35) vs BTIIX (1.11). BTIIX was incepted earlier than VTSAX: BTIIX (32 years) vs VTSAX (24 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 : 4.35 vs. BTIIX (-10.14). VTSAX return over 5 years is better than : 80.96 vs. BTIIX (-13.75).
| BTIIX | VTSAX | BTIIX / VTSAX | |
| Total Expense Ratio | 0.20 | 0.04 | 500% |
| Annual Report Gross Expense Ratio | 0.30 | 0.04 | 750% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | -10.009 | -10.856 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 1.7T | 0% |
| Annual Yield % from dividends | 1.11 | 1.35 | 82% |
| Returns for 1 year | -10.14 | 4.35 | -233% |
| Returns for 3 years | -25.05 | 17.54 | -143% |
| Returns for 5 years | -13.75 | 80.96 | -17% |
| Returns for 10 years | -27.74 | 146.20 | -19% |
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