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SMGIX vs VFIAX
SMGIX vs VFIAX Comparison
Open Charts SMGIX vs VFIAX
Columbia Contrarian Core Inst
Price$38.62
Change-$0.34 (-0.87%)
VolumeN/A
Net Assets15.52B
Vanguard 500 Index Admiral
Price$581.73
Change-$2.84 (-0.49%)
VolumeN/A
Net Assets1.49T
SMGIX vs VFIAX Comparison Chart in %
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SMGIX vs. VFIAX 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 SMGIX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. SMGIX (15.5B). VFIAX pays higher dividends than SMGIX: VFIAX (1.18) vs SMGIX (0.50). 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 : 22.12 vs. SMGIX (13.63). VFIAX return over 5 years is better than : 89.12 vs. SMGIX (38.13).
| 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 | 9.963 | 7.727 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 1.49T | 1% |
| Annual Yield % from dividends | 0.50 | 1.18 | 42% |
| Returns for 1 year | 13.63 | 22.12 | 62% |
| Returns for 3 years | 34.49 | 52.79 | 65% |
| Returns for 5 years | 38.13 | 89.12 | 43% |
| Returns for 10 years | 80.74 | 204.84 | 39% |
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