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BTIIX vs VTSMX
BTIIX vs VTSMX Comparison
Open Charts BTIIX vs VTSMX
DWS Equity 500 Index Inst
Price$166.00
Change-$0.04 (-0.02%)
VolumeN/A
Net Assets432.02M
Vanguard Total Stock Mkt Idx I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
BTIIX vs VTSMX Comparison Chart in %
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BTIIX vs. VTSMX commentary
Dec 28, 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: 2.06T vs. BTIIX (432M). 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 : 14.32 vs. BTIIX (3.09). VTSMX return over 5 years is better than : 76.71 vs. BTIIX (-6.88).
| 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 | 5.806 | 17.313 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 432M | 2.06T | 0% |
| Annual Yield % from dividends | 0.84 | 1.02 | 82% |
| Returns for 1 year | 3.09 | 14.32 | 22% |
| Returns for 3 years | 12.70 | 78.67 | 16% |
| Returns for 5 years | -6.88 | 76.71 | -9% |
| Returns for 10 years | -9.77 | 232.18 | -4% |
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