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BTIIX vs VTSMX
BTIIX vs VTSMX Comparison
Open Charts BTIIX vs VTSMX
DWS Equity 500 Index Inst
Price$178.59
Change+$1.05 (+0.59%)
VolumeN/A
Net Assets419.93M
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
BTIIX vs VTSMX Comparison Chart in %
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BTIIX vs. VTSMX commentary
Sep 29, 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: 1.95T vs. BTIIX (420M). VTSMX pays higher dividends than BTIIX: VTSMX (1.07) vs BTIIX (0.94). BTIIX was incepted earlier than VTSMX: BTIIX (33 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 : 15.63 vs. BTIIX (0.18). VTSMX return over 5 years is better than : 96.53 vs. BTIIX (-2.30).
| BTIIX | VTSMX | BTIIX / VTSMX | |
| Total Expense Ratio | 0.20 | 0.14 | 143% |
| Annual Report Gross Expense Ratio | 0.30 | 0.14 | 214% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 13.831 | 12.949 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 420M | 1.95T | 0% |
| Annual Yield % from dividends | 0.94 | 1.07 | 88% |
| Returns for 1 year | 0.18 | 15.63 | 1% |
| Returns for 3 years | 14.36 | 80.25 | 18% |
| Returns for 5 years | -2.30 | 96.53 | -2% |
| Returns for 10 years | 1.63 | 249.92 | 1% |
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