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SMGIX vs VFIAX
SMGIX vs VFIAX Comparison
Open Charts SMGIX vs VFIAX
Columbia Contrarian Core Inst
Price$32.29
Change-$1.78 (-5.22%)
VolumeN/A
Net Assets13.85B
Vanguard 500 Index Admiral
Price$497.91
Change-$25.30 (-4.84%)
VolumeN/A
Net Assets1.4T
SMGIX vs VFIAX Comparison Chart
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SMGIX vs. VFIAX commentary
Apr 04, 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: 1.4T vs. SMGIX (13.8B). 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 : 8.85 vs. SMGIX (-0.81). VFIAX return over 5 years is better than : 127.96 vs. SMGIX (62.81).
| 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 | -3.839 | -3.588 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 1.4T | 1% |
| Annual Yield % from dividends | 0.57 | 1.35 | 42% |
| Returns for 1 year | -0.81 | 8.85 | -9% |
| Returns for 3 years | 5.79 | 23.83 | 24% |
| Returns for 5 years | 62.81 | 127.96 | 49% |
| Returns for 10 years | 60.55 | 173.02 | 35% |
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