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BTIRX vs VTSMX
BTIRX vs VTSMX Comparison
Open Charts BTIRX vs VTSMX
DWS Equity 500 Index R6
Price$165.92
Change-$0.04 (-0.02%)
VolumeN/A
Net Assets432.12M
Vanguard Total Stock Mkt Idx I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
BTIRX vs VTSMX Comparison Chart in %
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BTIRX vs. VTSMX commentary
Dec 27, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. BTIRX (432M). 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 : 14.32 vs. BTIRX (3.08). VTSMX return over 5 years is better than : 76.71 vs. BTIRX (-6.90).
| 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 | 5.797 | 17.313 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 432M | 2.06T | 0% |
| Annual Yield % from dividends | 0.84 | 1.02 | 83% |
| Returns for 1 year | 3.08 | 14.32 | 22% |
| Returns for 3 years | 12.67 | 78.67 | 16% |
| Returns for 5 years | -6.90 | 76.71 | -9% |
| Returns for 10 years | N/A | 232.18 | - |
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