BTIRX
Price
$173.50
Change
-$0.47 (-0.27%)
Updated
Aug 15 closing price
Net Assets
415.64M
VSMPX
Price
$289.01
Change
-$0.76 (-0.26%)
Updated
Aug 15 closing price
Net Assets
1.91T
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BTIRX vs VSMPX

Header iconBTIRX vs VSMPX Comparison
Open Charts BTIRX vs VSMPXBanner chart's image
DWS Equity 500 Index R6
Price$173.50
Change-$0.47 (-0.27%)
VolumeN/A
Net Assets415.64M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
BTIRX vs VSMPX Comparison Chart in %
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VS
BTIRX vs. VSMPX commentary
Aug 18, 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 BTIRX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. BTIRX (416M). VSMPX pays higher dividends than BTIRX: VSMPX (1.20) vs BTIRX (0.96). BTIRX was incepted earlier than VSMPX: BTIRX (8 years) vs VSMPX (10 years). BTIRX (0.24) is less costly to investors than VSMPX (0.02). BTIRX (2.00) and VSMPX (2.00) have comparable annual turnover. BTIRX has a lower initial minimum investment than VSMPX: BTIRX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 16.22 vs. BTIRX (0.81). VSMPX return over 5 years is better than : 85.90 vs. BTIRX (-7.23).
BTIRXVSMPXBTIRX / VSMPX
Total Expense Ratio0.200.021,000%
Annual Report Gross Expense Ratio0.240.021,200%
Fund Existence8 years10 years-
Gain YTD10.3669.284112%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets416M1.91T0%
Annual Yield % from dividends0.961.2080%
Returns for 1 year0.8116.225%
Returns for 3 years-5.9046.86-13%
Returns for 5 years-7.2385.90-8%
Returns for 10 yearsN/A193.56-
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