Interact to see
Advertisement
Advertisement
BTIRX vs VTSMX
BTIRX vs VTSMX Comparison
Open Charts BTIRX vs VTSMX
DWS Equity 500 Index R6
Price$184.38
Change+$0.56 (+0.30%)
VolumeN/A
Net Assets435.13M
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
BTIRX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BTIRX vs. VTSMX commentary
Dec 04, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. BTIRX (435M). VTSMX pays higher dividends than BTIRX: VTSMX (1.02) vs BTIRX (0.84). BTIRX was incepted earlier than VTSMX: BTIRX (9 years) vs VTSMX (34 years). BTIRX (0.24) is less costly to investors than VTSMX (0.14). BTIRX (2.00) and VTSMX (2.00) have comparable annual turnover. BTIRX has a lower initial minimum investment than VTSMX: BTIRX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.43 vs. BTIRX (-2.44). VTSMX return over 5 years is better than : 77.17 vs. BTIRX (-10.02).
| BTIRX | VTSMX | BTIRX / VTSMX | |
| Total Expense Ratio | 0.20 | 0.14 | 143% |
| Annual Report Gross Expense Ratio | 0.24 | 0.14 | 171% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 16.924 | 15.489 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 435M | 2.05T | 0% |
| Annual Yield % from dividends | 0.84 | 1.02 | 83% |
| Returns for 1 year | -2.44 | 11.43 | -21% |
| Returns for 3 years | 4.87 | 64.40 | 8% |
| Returns for 5 years | -10.02 | 77.17 | -13% |
| Returns for 10 years | N/A | 223.01 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement