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BTIRX vs VTSMX
BTIRX vs VTSMX Comparison
Open Charts BTIRX vs VTSMX
DWS Equity 500 Index R6
Price$165.76
Change-$15.27 (-8.44%)
VolumeN/A
Net Assets430.75M
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
BTIRX vs VTSMX Comparison Chart in %
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BTIRX vs. VTSMX commentary
Feb 05, 2026
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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. BTIRX (431M). BTIRX pays higher dividends than VTSMX: BTIRX (1.11) vs VTSMX (1.00). 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 : 14.79 vs. BTIRX (4.12). VTSMX return over 5 years is better than : 68.19 vs. BTIRX (-10.73).
| 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 | 1.122 | 1.373 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 431M | 2.06T | 0% |
| Annual Yield % from dividends | 1.11 | 1.00 | 110% |
| Returns for 1 year | 4.12 | 14.79 | 28% |
| Returns for 3 years | 4.57 | 63.99 | 7% |
| Returns for 5 years | -10.73 | 68.19 | -16% |
| Returns for 10 years | N/A | 270.18 | - |
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