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SMGIX vs VFIAX
SMGIX vs VFIAX Comparison
Open Charts SMGIX vs VFIAX
Columbia Contrarian Core Inst
Price$38.09
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets15.18B
Vanguard 500 Index Admiral
Price$578.27
Change+$1.84 (+0.32%)
VolumeN/A
Net Assets1.49T
SMGIX vs VFIAX Comparison Chart in %
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SMGIX vs. VFIAX commentary
Jul 17, 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: 1.49T vs. SMGIX (15.2B). VFIAX pays higher dividends than SMGIX: VFIAX (1.21) vs SMGIX (0.52). 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 : 10.25 vs. SMGIX (0.96). VFIAX return over 5 years is better than : 93.80 vs. SMGIX (39.71).
| 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 | 7.197 | 6.227 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 1.49T | 1% |
| Annual Yield % from dividends | 0.52 | 1.21 | 43% |
| Returns for 1 year | 0.96 | 10.25 | 9% |
| Returns for 3 years | 40.16 | 61.76 | 65% |
| Returns for 5 years | 39.71 | 93.80 | 42% |
| Returns for 10 years | 71.68 | 193.99 | 37% |
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