Interact to see
Advertisement
Advertisement
SMGIX vs VFIAX
SMGIX vs VFIAX Comparison
Open Charts SMGIX vs VFIAX
Columbia Contrarian Core Inst
Price$40.16
Change+$0.14 (+0.35%)
VolumeN/A
Net Assets15.72B
Vanguard 500 Index Admiral
Price$613.90
Change+$2.31 (+0.38%)
VolumeN/A
Net Assets1.46T
SMGIX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMGIX vs. VFIAX commentary
Nov 20, 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: 1.46T vs. SMGIX (15.7B). VFIAX pays higher dividends than SMGIX: VFIAX (1.11) vs SMGIX (0.47). 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 : 11.89 vs. SMGIX (3.64). VFIAX return over 5 years is better than : 86.13 vs. SMGIX (32.42).
| 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 | 12.955 | 12.722 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 1.46T | 1% |
| Annual Yield % from dividends | 0.47 | 1.11 | 42% |
| Returns for 1 year | 3.64 | 11.89 | 31% |
| Returns for 3 years | 45.26 | 66.98 | 68% |
| Returns for 5 years | 32.42 | 86.13 | 38% |
| Returns for 10 years | 83.77 | 216.78 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| QABA | 53.39 | 0.35 | +0.67% |
| First Trust NASDAQ® ABA Community Bk ETF | |||
| ETG | 21.32 | 0.04 | +0.19% |
| Eaton Vance Tax-Advantaged Global Dividend Income Fund | |||
| CSHP | 99.65 | N/A | N/A |
| iShares Enhanced ST Bond Active ETF | |||
| UDI | 31.11 | -0.09 | -0.28% |
| USCF Dividend Income ETF | |||
| AWP | 3.84 | -0.02 | -0.52% |
| abrdn Global Premier Properties Fund | |||