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SMGIX vs VFIAX
SMGIX vs VFIAX Comparison
Open Charts SMGIX vs VFIAX
Columbia Contrarian Core Inst
Price$35.41
Change-$1.05 (-2.88%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
SMGIX vs VFIAX Comparison Chart
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SMGIX vs. VFIAX commentary
Dec 19, 2024
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: 1.37T vs. SMGIX (15.1B). 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 : 23.64 vs. SMGIX (13.44). VFIAX return over 5 years is better than : 83.03 vs. SMGIX (34.97).
| 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 | 13.261 | 23.552 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 1.37T | 1% |
| Annual Yield % from dividends | 0.52 | 1.32 | 39% |
| Returns for 1 year | 13.44 | 23.64 | 57% |
| Returns for 3 years | 11.35 | 27.13 | 42% |
| Returns for 5 years | 34.97 | 83.03 | 42% |
| Returns for 10 years | 69.55 | 185.01 | 38% |
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