Ad is loading...
BTIIX vs VTSMX
BTIIX vs VTSMX Comparison
Open Charts BTIIX vs VTSMX
DWS Equity 500 Index Inst
Price$161.81
Change-$2.81 (-1.71%)
VolumeN/A
Net Assets389.85M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
BTIIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BTIIX vs. VTSMX commentary
Feb 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. BTIIX (390M). 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 : 17.60 vs. BTIIX (1.10). VTSMX return over 5 years is better than : 74.84 vs. BTIIX (-15.29).
| 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 | 2.379 | 2.121 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 1.84T | 0% |
| Annual Yield % from dividends | 1.21 | 1.26 | 95% |
| Returns for 1 year | 1.10 | 17.60 | 6% |
| Returns for 3 years | -12.86 | 36.78 | -35% |
| Returns for 5 years | -15.29 | 74.84 | -20% |
| Returns for 10 years | -19.29 | 180.15 | -11% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FPPRX | 12.12 | N/A | N/A |
| MFS Prudent Investor R1 | |||
| AEIMX | 8.80 | -0.01 | -0.11% |
| American Century Equity Income G | |||
| FTZAX | 52.63 | -0.98 | -1.83% |
| FullerThaler Behvrll Uncnstd Eq A | |||
| SFSNX | 17.51 | -0.42 | -2.34% |
| Schwab Fundamental US Small Company Idx | |||
| UIPMX | 23.50 | -0.67 | -2.77% |
| Victory Precious Metals & Minerals Instl | |||