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BTIIX vs VTSMX
BTIIX vs VTSMX Comparison
Open Charts BTIIX vs VTSMX
DWS Equity 500 Index Inst
Price$142.07
Change+$0.19 (+0.13%)
VolumeN/A
Net Assets336.26M
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
BTIIX vs VTSMX Comparison Chart
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BTIIX vs. VTSMX commentary
Apr 18, 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: 1.7T vs. BTIIX (336M). VTSMX pays higher dividends than BTIIX: VTSMX (1.25) vs BTIIX (1.11). 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 : 4.35 vs. BTIIX (-10.14). VTSMX return over 5 years is better than : 80.93 vs. BTIIX (-13.75).
| 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 | -10.009 | -10.853 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 1.7T | 0% |
| Annual Yield % from dividends | 1.11 | 1.25 | 89% |
| Returns for 1 year | -10.14 | 4.35 | -233% |
| Returns for 3 years | -25.05 | 17.53 | -143% |
| Returns for 5 years | -13.75 | 80.93 | -17% |
| Returns for 10 years | -27.74 | 145.67 | -19% |