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BTIIX vs VTSMX
BTIIX vs VTSMX Comparison
Open Charts BTIIX vs VTSMX
DWS Equity 500 Index Inst
Price$188.17
Change+$0.74 (+0.39%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.33
Change+$0.64 (+0.45%)
VolumeN/A
CapitalizationN/A
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BTIIX vs VTSMX Comparison Chart
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BTIIX vs. VTSMX commentary
Nov 10, 2024
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: 1.73T vs. BTIIX (405M). 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 : 38.56 vs. BTIIX (10.42). VTSMX return over 5 years is better than : 89.45 vs. BTIIX (-2.68).
| 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 | 25.243 | 25.061 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 405M | 1.73T | 0% |
| Annual Yield % from dividends | 1.21 | 1.26 | 95% |
| Returns for 1 year | 10.42 | 38.56 | 27% |
| Returns for 3 years | -17.23 | 22.86 | -75% |
| Returns for 5 years | -2.68 | 89.45 | -3% |
| Returns for 10 years | -5.61 | 193.85 | -3% |
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