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SMGIX vs VFIAX
SMGIX vs VFIAX Comparison
Open Charts SMGIX vs VFIAX
Columbia Contrarian Core Inst
Price$39.45
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets15.53B
Vanguard 500 Index Admiral
Price$597.71
Change+$2.50 (+0.42%)
VolumeN/A
Net Assets1.33T
SMGIX vs VFIAX Comparison Chart in %
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SMGIX vs. VFIAX commentary
Aug 28, 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: 1.33T 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 : 14.70 vs. SMGIX (6.13). VFIAX return over 5 years is better than : 84.84 vs. SMGIX (33.76).
| 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 | 10.810 | 9.688 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 1.33T | 1% |
| Annual Yield % from dividends | 0.50 | 1.18 | 42% |
| Returns for 1 year | 6.13 | 14.70 | 42% |
| Returns for 3 years | 38.64 | 58.75 | 66% |
| Returns for 5 years | 33.76 | 84.84 | 40% |
| Returns for 10 years | 89.47 | 223.72 | 40% |
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