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BTIRX vs VTSMX
BTIRX vs VTSMX Comparison
Open Charts BTIRX vs VTSMX
DWS Equity 500 Index R6
Price$173.50
Change-$0.47 (-0.27%)
VolumeN/A
Net Assets415.64M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
BTIRX vs VTSMX Comparison Chart in %
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BTIRX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. BTIRX (416M). VTSMX pays higher dividends than BTIRX: VTSMX (1.09) vs BTIRX (0.96). BTIRX was incepted earlier than VTSMX: BTIRX (8 years) vs VTSMX (33 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 : 16.21 vs. BTIRX (0.81). VTSMX return over 5 years is better than : 85.82 vs. BTIRX (-7.23).
| BTIRX | VTSMX | BTIRX / VTSMX | |
| Total Expense Ratio | 0.20 | 0.14 | 143% |
| Annual Report Gross Expense Ratio | 0.24 | 0.14 | 171% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 10.366 | 9.266 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 1.91T | 0% |
| Annual Yield % from dividends | 0.96 | 1.09 | 88% |
| Returns for 1 year | 0.81 | 16.21 | 5% |
| Returns for 3 years | -5.90 | 46.80 | -13% |
| Returns for 5 years | -7.23 | 85.82 | -8% |
| Returns for 10 years | N/A | 202.54 | - |
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