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SMGIX vs VFINX
SMGIX vs VFINX Comparison
Open Charts SMGIX vs VFINX
Columbia Contrarian Core Inst
Price$35.71
Change+$0.15 (+0.42%)
VolumeN/A
Net Assets14.41B
Vanguard 500 Index Investor
Price$546.56
Change+$2.19 (+0.40%)
VolumeN/A
Net Assets1.33T
SMGIX vs VFINX Comparison Chart
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SMGIX vs. VFINX commentary
May 31, 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: 1.34T vs. SMGIX (14.4B). VFINX pays higher dividends than SMGIX: VFINX (1.25) vs SMGIX (0.58). SMGIX was incepted earlier than VFINX: SMGIX (32 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 : 11.84 vs. SMGIX (1.39). VFINX return over 5 years is better than : 93.28 vs. SMGIX (38.60).
| SMGIX | VFINX | SMGIX / VFINX | |
| Total Expense Ratio | 0.74 | 0.14 | 529% |
| Annual Report Gross Expense Ratio | 0.74 | 0.14 | 529% |
| Fund Existence | 32 years | 49 years | - |
| Gain YTD | 0.367 | 0.295 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 1.34T | 1% |
| Annual Yield % from dividends | 0.58 | 1.25 | 46% |
| Returns for 1 year | 1.39 | 11.84 | 12% |
| Returns for 3 years | 22.55 | 41.64 | 54% |
| Returns for 5 years | 38.60 | 93.28 | 41% |
| Returns for 10 years | 63.44 | 178.97 | 35% |
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