Interact to see
Advertisement
Advertisement
BTIIX vs VTSMX
BTIIX vs VTSMX Comparison
Open Charts BTIIX vs VTSMX
DWS Equity 500 Index Inst
Price$179.23
Change+$0.94 (+0.53%)
VolumeN/A
Net Assets427.52M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
BTIIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BTIIX vs. VTSMX commentary
Oct 19, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. BTIIX (428M). VTSMX pays higher dividends than BTIIX: VTSMX (1.04) vs BTIIX (0.86). BTIIX was incepted earlier than VTSMX: BTIIX (33 years) vs VTSMX (34 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 : 13.79 vs. BTIIX (-1.18). VTSMX return over 5 years is better than : 84.86 vs. BTIIX (-7.24).
| 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 | 34 years | - |
| Gain YTD | 14.239 | 13.012 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 2.02T | 0% |
| Annual Yield % from dividends | 0.86 | 1.04 | 82% |
| Returns for 1 year | -1.18 | 13.79 | -9% |
| Returns for 3 years | 12.43 | 76.02 | 16% |
| Returns for 5 years | -7.24 | 84.86 | -9% |
| Returns for 10 years | -5.43 | 225.10 | -2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement