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BTIRX vs VSMPX
BTIRX vs VSMPX Comparison
Open Charts BTIRX vs VSMPX
DWS Equity 500 Index R6
Price$171.81
Change+$1.34 (+0.79%)
VolumeN/A
Net Assets412.18M
Vanguard Total Stock Mkt Idx Instl Pls
Price$285.84
Change+$1.90 (+0.67%)
VolumeN/A
Net Assets1.91T
BTIRX vs VSMPX Comparison Chart in %
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BTIRX vs. VSMPX commentary
Aug 10, 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 BTIRX is a StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. BTIRX (412M). VSMPX pays higher dividends than BTIRX: VSMPX (1.20) vs BTIRX (0.96). BTIRX was incepted earlier than VSMPX: BTIRX (8 years) vs VSMPX (10 years). BTIRX (0.24) is less costly to investors than VSMPX (0.02). BTIRX (2.00) and VSMPX (2.00) have comparable annual turnover. BTIRX has a lower initial minimum investment than VSMPX: BTIRX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.90 vs. BTIRX (3.27). VSMPX return over 5 years is better than : 83.81 vs. BTIRX (-8.22).
| BTIRX | VSMPX | BTIRX / VSMPX | |
| Total Expense Ratio | 0.20 | 0.02 | 1,000% |
| Annual Report Gross Expense Ratio | 0.24 | 0.02 | 1,200% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 8.439 | 7.367 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 412M | 1.91T | 0% |
| Annual Yield % from dividends | 0.96 | 1.20 | 80% |
| Returns for 1 year | 3.27 | 18.90 | 17% |
| Returns for 3 years | -3.40 | 51.01 | -7% |
| Returns for 5 years | -8.22 | 83.81 | -10% |
| Returns for 10 years | N/A | 190.43 | - |
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