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BTIRX vs VTSAX
BTIRX vs VTSAX Comparison
Open Charts BTIRX vs VTSAX
DWS Equity 500 Index R6
Price$179.15
Change+$0.94 (+0.53%)
VolumeN/A
Net Assets429.75M
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
BTIRX vs VTSAX Comparison Chart in %
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BTIRX vs. VTSAX commentary
Oct 19, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. BTIRX (430M). VTSAX pays higher dividends than BTIRX: VTSAX (1.13) vs BTIRX (0.86). BTIRX was incepted earlier than VTSAX: BTIRX (9 years) vs VTSAX (25 years). BTIRX (0.24) is less costly to investors than VTSAX (0.04). BTIRX (2.00) and VTSAX (2.00) have comparable annual turnover. BTIRX has a lower initial minimum investment than VTSAX: BTIRX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.81 vs. BTIRX (-1.19). VTSAX return over 5 years is better than : 84.90 vs. BTIRX (-7.26).
| BTIRX | VTSAX | BTIRX / VTSAX | |
| Total Expense Ratio | 0.20 | 0.04 | 500% |
| Annual Report Gross Expense Ratio | 0.24 | 0.04 | 600% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 14.233 | 13.023 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 430M | 2.02T | 0% |
| Annual Yield % from dividends | 0.86 | 1.13 | 76% |
| Returns for 1 year | -1.19 | 13.81 | -9% |
| Returns for 3 years | 12.41 | 76.08 | 16% |
| Returns for 5 years | -7.26 | 84.90 | -9% |
| Returns for 10 years | N/A | 225.85 | - |
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