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SMGIX vs VFIAX
SMGIX vs VFIAX Comparison
Open Charts SMGIX vs VFIAX
Columbia Contrarian Core Inst
Price$36.38
Change+$0.36 (+1.00%)
VolumeN/A
Net Assets14.57B
Vanguard 500 Index Admiral
Price$554.95
Change+$5.71 (+1.04%)
VolumeN/A
Net Assets1.43T
SMGIX vs VFIAX Comparison Chart
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SMGIX vs. VFIAX commentary
Jun 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. SMGIX (14.6B). VFIAX pays higher dividends than SMGIX: VFIAX (1.28) vs SMGIX (0.54). 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 : 10.99 vs. SMGIX (0.59). VFIAX return over 5 years is better than : 85.80 vs. SMGIX (34.88).
| 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 | 1.665 | 1.208 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 1.43T | 1% |
| Annual Yield % from dividends | 0.54 | 1.28 | 43% |
| Returns for 1 year | 0.59 | 10.99 | 5% |
| Returns for 3 years | 23.55 | 42.76 | 55% |
| Returns for 5 years | 34.88 | 85.80 | 41% |
| Returns for 10 years | 67.32 | 185.59 | 36% |
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