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BTIRX vs VTSMX
BTIRX vs VTSMX Comparison
Open Charts BTIRX vs VTSMX
DWS Equity 500 Index R6
Price$180.50
Change+$0.03 (+0.02%)
VolumeN/A
Net Assets434.04M
Vanguard Total Stock Mkt Idx I
Price$160.59
Change+$0.10 (+0.06%)
VolumeN/A
Net Assets1.95T
BTIRX vs VTSMX Comparison Chart in %
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BTIRX vs. VTSMX commentary
Oct 06, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. BTIRX (434M). VTSMX pays higher dividends than BTIRX: VTSMX (1.04) vs BTIRX (0.86). BTIRX was incepted earlier than VTSMX: BTIRX (9 years) vs VTSMX (33 years). BTIRX (0.24) is less costly to investors than VTSMX (0.14). BTIRX (2.00) and VTSMX (2.00) have comparable annual turnover. BTIRX has a lower initial minimum investment than VTSMX: BTIRX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.93 vs. BTIRX (2.07). VTSMX return over 5 years is better than : 94.50 vs. BTIRX (-2.74).
| BTIRX | VTSMX | BTIRX / VTSMX | |
| Total Expense Ratio | 0.20 | 0.14 | 143% |
| Annual Report Gross Expense Ratio | 0.24 | 0.14 | 171% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 15.094 | 13.963 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 434M | 1.95T | 0% |
| Annual Yield % from dividends | 0.86 | 1.04 | 83% |
| Returns for 1 year | 2.07 | 17.93 | 12% |
| Returns for 3 years | 11.20 | 74.14 | 15% |
| Returns for 5 years | -2.74 | 94.50 | -3% |
| Returns for 10 years | N/A | 236.17 | - |
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