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BTIIX vs VTSMX
BTIIX vs VTSMX Comparison
Open Charts BTIIX vs VTSMX
DWS Equity 500 Index Inst
Price$178.11
Change-$1.47 (-0.82%)
VolumeN/A
Net Assets425.42M
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
BTIIX vs VTSMX Comparison Chart in %
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BTIIX vs. VTSMX commentary
Nov 20, 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: 2.05T vs. BTIIX (425M). VTSMX pays higher dividends than BTIIX: VTSMX (1.02) vs BTIIX (0.84). BTIIX was incepted earlier than VTSMX: BTIIX (33 years) vs VTSMX (34 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 : 12.09 vs. BTIIX (-1.95). VTSMX return over 5 years is better than : 77.91 vs. BTIIX (-9.75).
| BTIIX | VTSMX | BTIIX / VTSMX | |
| Total Expense Ratio | 0.20 | 0.14 | 143% |
| Annual Report Gross Expense Ratio | 0.30 | 0.14 | 214% |
| Fund Existence | 33 years | 34 years | - |
| Gain YTD | 14.462 | 12.736 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 425M | 2.05T | 0% |
| Annual Yield % from dividends | 0.84 | 1.02 | 82% |
| Returns for 1 year | -1.95 | 12.09 | -16% |
| Returns for 3 years | 5.51 | 64.98 | 8% |
| Returns for 5 years | -9.75 | 77.91 | -13% |
| Returns for 10 years | -8.10 | 215.97 | -4% |
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