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SMGIX vs VFIAX
SMGIX vs VFIAX Comparison
Open Charts SMGIX vs VFIAX
Columbia Contrarian Core Inst
Price$40.71
Change-$0.21 (-0.51%)
VolumeN/A
Net Assets16.1B
Vanguard 500 Index Admiral
Price$619.84
Change-$2.37 (-0.38%)
VolumeN/A
Net Assets1.41T
SMGIX vs VFIAX Comparison Chart in %
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SMGIX vs. VFIAX commentary
Oct 08, 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 SMGIX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. SMGIX (16.1B). VFIAX pays higher dividends than SMGIX: VFIAX (1.14) vs SMGIX (0.48). SMGIX was incepted earlier than VFIAX: SMGIX (33 years) vs VFIAX (25 years). SMGIX (0.74) is less costly to investors than VFIAX (0.04). SMGIX is a more actively managed with annual turnover of: 51.00 vs. VFIAX (2.00). SMGIX has a lower initial minimum investment than VFIAX: SMGIX (2000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 18.41 vs. SMGIX (9.79). VFIAX return over 5 years is better than : 95.80 vs. SMGIX (41.83).
| SMGIX | VFIAX | SMGIX / VFIAX | |
| Total Expense Ratio | 0.74 | 0.04 | 1,850% |
| Annual Report Gross Expense Ratio | 0.74 | 0.04 | 1,850% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 15.495 | 14.679 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.41T | 1% |
| Annual Yield % from dividends | 0.48 | 1.14 | 42% |
| Returns for 1 year | 9.79 | 18.41 | 53% |
| Returns for 3 years | 60.26 | 85.44 | 71% |
| Returns for 5 years | 41.83 | 95.80 | 44% |
| Returns for 10 years | 96.66 | 235.06 | 41% |
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