FXAIX
Price
$218.92
Change
-$1.06 (-0.48%)
Updated
Aug 5 closing price
Net Assets
681.82B
SMGIX
Price
$38.62
Change
-$0.34 (-0.87%)
Updated
Aug 5 closing price
Net Assets
15.52B
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FXAIX vs SMGIX

Header iconFXAIX vs SMGIX Comparison
Open Charts FXAIX vs SMGIXBanner chart's image
Fidelity 500 Index
Price$218.92
Change-$1.06 (-0.48%)
VolumeN/A
Net Assets681.82B
Columbia Contrarian Core Inst
Price$38.62
Change-$0.34 (-0.87%)
VolumeN/A
Net Assets15.52B
FXAIX vs SMGIX Comparison Chart in %
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FXAIX vs. SMGIX commentary
Aug 07, 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 FXAIX is a StrongBuy and SMGIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 682B vs. SMGIX (15.5B). FXAIX pays higher dividends than SMGIX: FXAIX (1.19) vs SMGIX (0.50). FXAIX was incepted earlier than SMGIX: FXAIX (14 years) vs SMGIX (33 years). SMGIX (0.74) is less costly to investors than FXAIX (0.01). SMGIX is a more actively managed with annual turnover of: 51.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than SMGIX: FXAIX (0) vs SMGIX (2000). FXAIX annual gain was more profitable for investors over the last year : 23.65 vs. SMGIX (13.63). FXAIX return over 5 years is better than : 103.61 vs. SMGIX (38.13).
FXAIXSMGIXFXAIX / SMGIX
Total Expense Ratio0.010.742%
Annual Report Gross Expense Ratio0.010.742%
Fund Existence14 years33 years-
Gain YTD8.4009.96384%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets682B15.5B4,400%
Annual Yield % from dividends1.190.50238%
Returns for 1 year23.6513.63174%
Returns for 3 years59.6634.49173%
Returns for 5 years103.6138.13272%
Returns for 10 years234.4580.74290%
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