BTIIX
Price
$159.92
Change
-$0.84 (-0.52%)
Updated
Jun 5 closing price
Net Assets
388.43M
VTSMX
Price
$142.11
Change
-$0.65 (-0.46%)
Updated
Jun 5 closing price
Net Assets
1.82T
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BTIIX vs VTSMX

Header iconBTIIX vs VTSMX Comparison
Open Charts BTIIX vs VTSMXBanner chart's image
DWS Equity 500 Index Inst
Price$159.92
Change-$0.84 (-0.52%)
VolumeN/A
Net Assets388.43M
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
BTIIX vs VTSMX Comparison Chart
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BTIIX vs. VTSMX commentary
Jun 07, 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. BTIIX (388M). VTSMX pays higher dividends than BTIIX: VTSMX (1.18) vs BTIIX (1.06). BTIIX was incepted earlier than VTSMX: BTIIX (32 years) vs VTSMX (33 years). BTIIX (0.30) is less costly to investors than VTSMX (0.14). BTIIX (2.00) and VTSMX (2.00) have comparable annual turnover. VTSMX has a lower initial minimum investment than BTIIX: VTSMX (3000) vs BTIIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 11.39 vs. BTIIX (-4.66). VTSMX return over 5 years is better than : 81.77 vs. BTIIX (-12.28).
BTIIXVTSMXBTIIX / VTSMX
Total Expense Ratio0.200.14143%
Annual Report Gross Expense Ratio0.300.14214%
Fund Existence32 years33 years-
Gain YTD1.9661.278154%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets388M1.82T0%
Annual Yield % from dividends1.061.1890%
Returns for 1 year-4.6611.39-41%
Returns for 3 years-9.7042.44-23%
Returns for 5 years-12.2881.77-15%
Returns for 10 years-17.53181.22-10%
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