Interact to see
Advertisement
Advertisement
SMGIX vs VFINX
SMGIX vs VFINX Comparison
Open Charts SMGIX vs VFINX
Columbia Contrarian Core Inst
Price$40.71
Change-$0.21 (-0.51%)
VolumeN/A
Net Assets16.1B
Vanguard 500 Index Investor
Price$619.94
Change-$2.37 (-0.38%)
VolumeN/A
Net Assets1.41T
SMGIX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMGIX vs. VFINX commentary
Oct 08, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. SMGIX (16.1B). VFINX pays higher dividends than SMGIX: VFINX (1.05) vs SMGIX (0.48). SMGIX was incepted earlier than VFINX: SMGIX (33 years) vs VFINX (49 years). SMGIX (0.74) is less costly to investors than VFINX (0.14). SMGIX is a more actively managed with annual turnover of: 51.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SMGIX: VFINX (0) vs SMGIX (2000). VFINX annual gain was more profitable for investors over the last year : 18.40 vs. SMGIX (9.79). VFINX return over 5 years is better than : 95.79 vs. SMGIX (41.83).
| SMGIX | VFINX | SMGIX / VFINX | |
| Total Expense Ratio | 0.74 | 0.14 | 529% |
| Annual Report Gross Expense Ratio | 0.74 | 0.14 | 529% |
| Fund Existence | 33 years | 49 years | - |
| Gain YTD | 15.495 | 14.677 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.41T | 1% |
| Annual Yield % from dividends | 0.48 | 1.05 | 46% |
| Returns for 1 year | 9.79 | 18.40 | 53% |
| Returns for 3 years | 60.26 | 85.42 | 71% |
| Returns for 5 years | 41.83 | 95.79 | 44% |
| Returns for 10 years | 96.66 | 235.08 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement