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BTIIX vs VTSMX
BTIIX vs VTSMX Comparison
Open Charts BTIIX vs VTSMX
DWS Equity 500 Index Inst
Price$152.33
Change+$0.87 (+0.57%)
VolumeN/A
Net Assets374.52M
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
BTIIX vs VTSMX Comparison Chart
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BTIIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. BTIIX (375M). VTSMX pays higher dividends than BTIIX: VTSMX (1.26) vs BTIIX (1.12). 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 : 7.85 vs. BTIIX (-7.16). VTSMX return over 5 years is better than : 87.92 vs. BTIIX (-9.74).
| BTIIX | VTSMX | BTIIX / VTSMX | |
| Total Expense Ratio | 0.20 | 0.14 | 143% |
| Annual Report Gross Expense Ratio | 0.30 | 0.14 | 214% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | -3.933 | -4.660 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 1.72T | 0% |
| Annual Yield % from dividends | 1.12 | 1.26 | 89% |
| Returns for 1 year | -7.16 | 7.85 | -91% |
| Returns for 3 years | -11.99 | 39.37 | -30% |
| Returns for 5 years | -9.74 | 87.92 | -11% |
| Returns for 10 years | -23.13 | 162.78 | -14% |
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