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SMGIX vs VFIAX
SMGIX vs VFIAX Comparison
Open Charts SMGIX vs VFIAX
SMGIX vs VFIAX Comparison Chart in %
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SMGIX vs. VFIAX commentary
Aug 04, 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.67T vs. SMGIX (18.3B). 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 : 20.10 vs. SMGIX (11.07). VFIAX return over 5 years is better than : 70.29 vs. SMGIX (21.01).
| 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 | 9.713 | 9.464 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 1.67T | 1% |
| Annual Yield % from dividends | 0.30 | 1.06 | 28% |
| Returns for 1 year | 11.07 | 20.10 | 55% |
| Returns for 3 years | 44.44 | 67.46 | 66% |
| Returns for 5 years | 21.01 | 70.29 | 30% |
| Returns for 10 years | 96.95 | 243.40 | 40% |
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