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BTIRX vs VTSMX
BTIRX vs VTSMX Comparison
Open Charts BTIRX vs VTSMX
DWS Equity 500 Index R6
Price$183.21
Change-$0.03 (-0.02%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$140.06
Change-$0.04 (-0.03%)
VolumeN/A
CapitalizationN/A
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BTIRX vs VTSMX Comparison Chart
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BTIRX vs. VTSMX commentary
Oct 18, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.75T vs. BTIRX (399M). VTSMX (1.26) and BTIRX (1.21) have matching dividends . BTIRX was incepted earlier than VTSMX: BTIRX (8 years) vs VTSMX (32 years). 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 : 35.17 vs. BTIRX (6.97). VTSMX return over 5 years is better than : 90.58 vs. BTIRX (-1.73).
| BTIRX | VTSMX | BTIRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 21.994 | 21.361 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 399M | 1.75T | 0% |
| Annual Yield % from dividends | 1.21 | 1.26 | 95% |
| Returns for 1 year | 6.97 | 35.17 | 20% |
| Returns for 3 years | -15.49 | 24.61 | -63% |
| Returns for 5 years | -1.73 | 90.58 | -2% |
| Returns for 10 years | N/A | 205.72 | - |
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