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SMGIX vs VFINX
SMGIX vs VFINX Comparison
Open Charts SMGIX vs VFINX
Columbia Contrarian Core Inst
Price$38.09
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets15.18B
Vanguard 500 Index Investor
Price$578.35
Change+$1.84 (+0.32%)
VolumeN/A
Net Assets1.49T
SMGIX vs VFINX Comparison Chart in %
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SMGIX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. SMGIX (15.2B). VFINX pays higher dividends than SMGIX: VFINX (1.12) vs SMGIX (0.52). 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 : 10.24 vs. SMGIX (0.96). VFINX return over 5 years is better than : 93.80 vs. SMGIX (39.71).
| 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 | 7.197 | 6.224 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 1.49T | 1% |
| Annual Yield % from dividends | 0.52 | 1.12 | 46% |
| Returns for 1 year | 0.96 | 10.24 | 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 | 194.02 | 37% |
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