Interact to see
Advertisement
Advertisement
SMGIX vs VFIAX
SMGIX vs VFIAX Comparison
Open Charts SMGIX vs VFIAX
SMGIX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMGIX vs. VFIAX commentary
Jul 14, 2026
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 StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.67T vs. SMGIX (18.4B). VFIAX pays higher dividends than SMGIX: VFIAX (1.06) vs SMGIX (0.30). SMGIX was incepted earlier than VFIAX: SMGIX (34 years) vs VFIAX (26 years). SMGIX (0.73) is less costly to investors than VFIAX (0.04). SMGIX is a more actively managed with annual turnover of: 48.00 vs. VFIAX (2.00). SMGIX has a lower initial minimum investment than VFIAX: SMGIX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 21.06 vs. SMGIX (12.63). VFIAX return over 5 years is better than : 73.37 vs. SMGIX (21.72).
| SMGIX | VFIAX | SMGIX / VFIAX | |
| Total Expense Ratio | 0.73 | 0.04 | 1,825% |
| Annual Report Gross Expense Ratio | 0.73 | 0.04 | 1,825% |
| Fund Existence | 34 years | 26 years | - |
| Gain YTD | 10.385 | 10.683 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4B | 1.67T | 1% |
| Annual Yield % from dividends | 0.30 | 1.06 | 28% |
| Returns for 1 year | 12.63 | 21.06 | 60% |
| Returns for 3 years | 44.30 | 68.38 | 65% |
| Returns for 5 years | 21.72 | 73.37 | 30% |
| Returns for 10 years | 101.19 | 250.96 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers