Interact to see
Advertisement
Advertisement
BTIIX vs VTSMX
BTIIX vs VTSMX Comparison
Open Charts BTIIX vs VTSMX
DWS Equity 500 Index Inst
Price$184.45
Change+$0.55 (+0.30%)
VolumeN/A
Net Assets435.13M
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
BTIIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BTIIX vs. VTSMX commentary
Dec 04, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. BTIIX (435M). VTSMX pays higher dividends than BTIIX: VTSMX (1.02) vs BTIIX (0.84). 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 : 12.11 vs. BTIIX (-2.43). VTSMX return over 5 years is better than : 76.45 vs. BTIIX (-10.00).
| 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 | 16.928 | 16.213 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 435M | 2.05T | 0% |
| Annual Yield % from dividends | 0.84 | 1.02 | 82% |
| Returns for 1 year | -2.43 | 12.11 | -20% |
| Returns for 3 years | 4.89 | 65.43 | 7% |
| Returns for 5 years | -10.00 | 76.45 | -13% |
| Returns for 10 years | -6.31 | 225.03 | -3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement