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BTIIX vs VTSMX
BTIIX vs VTSMX Comparison
Open Charts BTIIX vs VTSMX
DWS Equity 500 Index Inst
Price$174.56
Change-$0.54 (-0.31%)
VolumeN/A
Net Assets418.23M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
BTIIX vs VTSMX Comparison Chart in %
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BTIIX vs. VTSMX commentary
Sep 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: 1.95T vs. BTIIX (418M). 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 : 18.03 vs. BTIIX (2.05). VTSMX return over 5 years is better than : 84.94 vs. BTIIX (-8.25).
| 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 | 11.001 | 10.330 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 418M | 1.95T | 0% |
| Annual Yield % from dividends | 0.94 | 1.07 | 88% |
| Returns for 1 year | 2.05 | 18.03 | 11% |
| Returns for 3 years | 4.15 | 63.63 | 7% |
| Returns for 5 years | -8.25 | 84.94 | -10% |
| Returns for 10 years | -5.42 | 224.15 | -2% |
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