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SMGIX vs VFIAX
SMGIX vs VFIAX Comparison
Open Charts SMGIX vs VFIAX
Columbia Contrarian Core Inst
Price$32.96
Change+$0.71 (+2.20%)
VolumeN/A
Net Assets13.13B
Vanguard 500 Index Admiral
Price$506.37
Change+$10.05 (+2.02%)
VolumeN/A
Net Assets1.32T
SMGIX vs VFIAX Comparison Chart
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SMGIX vs. VFIAX commentary
Apr 25, 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: 1.32T vs. SMGIX (13.1B). VFIAX pays higher dividends than SMGIX: VFIAX (1.35) vs SMGIX (0.57). SMGIX was incepted earlier than VFIAX: SMGIX (32 years) vs VFIAX (24 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 : 6.05 vs. SMGIX (-4.16). VFIAX return over 5 years is better than : 89.56 vs. SMGIX (34.92).
| 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 | 32 years | 24 years | - |
| Gain YTD | -8.975 | -8.543 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 1.32T | 1% |
| Annual Yield % from dividends | 0.57 | 1.35 | 42% |
| Returns for 1 year | -4.16 | 6.05 | -69% |
| Returns for 3 years | 7.15 | 25.22 | 28% |
| Returns for 5 years | 34.92 | 89.56 | 39% |
| Returns for 10 years | 49.54 | 155.34 | 32% |
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