Ad is loading...
SMGIX vs VFIAX
SMGIX vs VFIAX Comparison
Open Charts SMGIX vs VFIAX
Columbia Contrarian Core Inst
Price$36.11
Change+$0.34 (+0.95%)
VolumeN/A
Net Assets14.82B
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
SMGIX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMGIX vs. VFIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. SMGIX (14.8B). 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 : 25.54 vs. SMGIX (15.35). VFIAX return over 5 years is better than : 80.23 vs. SMGIX (32.11).
| 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 | 1.919 | 2.010 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 1.35T | 1% |
| Annual Yield % from dividends | 0.52 | 1.32 | 39% |
| Returns for 1 year | 15.35 | 25.54 | 60% |
| Returns for 3 years | 13.34 | 31.13 | 43% |
| Returns for 5 years | 32.11 | 80.23 | 40% |
| Returns for 10 years | 78.48 | 196.98 | 40% |