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BTIIX vs VTSMX
BTIIX vs VTSMX Comparison
Open Charts BTIIX vs VTSMX
DWS Equity 500 Index Inst
Price$168.82
Change+$1.42 (+0.85%)
VolumeN/A
Net Assets406.18M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
BTIIX vs VTSMX Comparison Chart in %
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BTIIX vs. VTSMX commentary
Jul 07, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. BTIIX (406M). VTSMX pays higher dividends than BTIIX: VTSMX (1.12) vs BTIIX (0.97). BTIIX was incepted earlier than VTSMX: BTIIX (33 years) vs VTSMX (33 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 : 13.89 vs. BTIIX (-1.71). VTSMX return over 5 years is better than : 95.59 vs. BTIIX (-2.59).
| 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 | 33 years | - |
| Gain YTD | 7.351 | 6.421 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 1.82T | 0% |
| Annual Yield % from dividends | 0.97 | 1.12 | 87% |
| Returns for 1 year | -1.71 | 13.89 | -12% |
| Returns for 3 years | 3.19 | 62.08 | 5% |
| Returns for 5 years | -2.59 | 95.59 | -3% |
| Returns for 10 years | -12.58 | 198.05 | -6% |
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