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BTIRX vs VFIAX
BTIRX vs VFIAX Comparison
Open Charts BTIRX vs VFIAX
DWS Equity 500 Index R6
Price$169.92
Change-$2.97 (-1.72%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$500.19
Change-$8.72 (-1.71%)
VolumeN/A
CapitalizationN/A
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BTIRX vs VFIAX Comparison Chart
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BTIRX vs. VFIAX commentary
Sep 08, 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 BTIRX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. BTIRX (375M). VFIAX pays higher dividends than BTIRX: VFIAX (1.32) vs BTIRX (1.21). BTIRX was incepted earlier than VFIAX: BTIRX (7 years) vs VFIAX (24 years). BTIRX (2.00) and VFIAX (2.00) have comparable annual turnover. BTIRX has a lower initial minimum investment than VFIAX: BTIRX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 23.25 vs. BTIRX (-1.32). VFIAX return over 5 years is better than : 84.65 vs. BTIRX (-7.16).
| BTIRX | VFIAX | BTIRX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 14.759 | 15.697 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 1.24T | 0% |
| Annual Yield % from dividends | 1.21 | 1.32 | 91% |
| Returns for 1 year | -1.32 | 23.25 | -6% |
| Returns for 3 years | -21.53 | 21.35 | -101% |
| Returns for 5 years | -7.16 | 84.65 | -8% |
| Returns for 10 years | N/A | 177.70 | - |
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