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BTIIX vs VTSMX
BTIIX vs VTSMX Comparison
Open Charts BTIIX vs VTSMX
DWS Equity 500 Index Inst
Price$163.62
Change+$1.00 (+0.61%)
VolumeN/A
Net Assets394.99M
Vanguard Total Stock Mkt Idx I
Price$146.29
Change+$0.72 (+0.49%)
VolumeN/A
Net Assets1.78T
BTIIX vs VTSMX Comparison Chart
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BTIIX vs. VTSMX commentary
Jan 23, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. BTIIX (395M). VTSMX (1.26) and BTIIX (1.21) have matching dividends . BTIIX was incepted earlier than VTSMX: BTIIX (32 years) vs VTSMX (33 years). 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 : 24.81 vs. BTIIX (7.04). VTSMX return over 5 years is better than : 80.56 vs. BTIIX (-13.11).
| BTIIX | VTSMX | BTIIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 3.524 | 3.752 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 1.78T | 0% |
| Annual Yield % from dividends | 1.21 | 1.26 | 95% |
| Returns for 1 year | 7.04 | 24.81 | 28% |
| Returns for 3 years | -13.64 | 36.40 | -37% |
| Returns for 5 years | -13.11 | 80.56 | -16% |
| Returns for 10 years | -15.69 | 194.81 | -8% |
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