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BTIIX vs VTSMX
BTIIX vs VTSMX Comparison
Open Charts BTIIX vs VTSMX
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.
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).
| 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 | 1.966 | 1.278 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 1.82T | 0% |
| Annual Yield % from dividends | 1.06 | 1.18 | 90% |
| Returns for 1 year | -4.66 | 11.39 | -41% |
| Returns for 3 years | -9.70 | 42.44 | -23% |
| Returns for 5 years | -12.28 | 81.77 | -15% |
| Returns for 10 years | -17.53 | 181.22 | -10% |
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