BTIIX
Price
$168.82
Change
+$1.42 (+0.85%)
Updated
Jul 3 closing price
Net Assets
406.18M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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BTIIX vs VTSMX

Header iconBTIIX vs VTSMX Comparison
Open Charts BTIIX vs VTSMXBanner chart's image
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.

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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).
BTIIXVTSMXBTIIX / VTSMX
Total Expense Ratio0.200.14143%
Annual Report Gross Expense Ratio0.300.14214%
Fund Existence33 years33 years-
Gain YTD7.3516.421114%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets406M1.82T0%
Annual Yield % from dividends0.971.1287%
Returns for 1 year-1.7113.89-12%
Returns for 3 years3.1962.085%
Returns for 5 years-2.5995.59-3%
Returns for 10 years-12.58198.05-6%
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