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SMGIX vs VFIAX
SMGIX vs VFIAX Comparison
Open Charts SMGIX vs VFIAX
Columbia Contrarian Core Inst
Price$36.49
Change-$0.68 (-1.83%)
VolumeN/A
Net Assets14.89B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
SMGIX vs VFIAX Comparison Chart
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SMGIX vs. VFIAX commentary
Feb 23, 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 Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. SMGIX (14.9B). VFIAX pays higher dividends than SMGIX: VFIAX (1.32) vs SMGIX (0.52). SMGIX was incepted earlier than VFIAX: SMGIX (32 years) vs VFIAX (24 years). SMGIX is a more actively managed with annual turnover of: 40.00 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 : 18.28 vs. SMGIX (8.47). VFIAX return over 5 years is better than : 80.17 vs. SMGIX (33.55).
| SMGIX | VFIAX | SMGIX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 2.992 | 2.414 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 1.41T | 1% |
| Annual Yield % from dividends | 0.52 | 1.32 | 39% |
| Returns for 1 year | 8.47 | 18.28 | 46% |
| Returns for 3 years | 20.33 | 39.78 | 51% |
| Returns for 5 years | 33.55 | 80.17 | 42% |
| Returns for 10 years | 69.73 | 184.37 | 38% |
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