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SMGIX vs VFINX
SMGIX vs VFINX Comparison
Open Charts SMGIX vs VFINX
Columbia Contrarian Core Inst
Price$40.16
Change+$0.14 (+0.35%)
VolumeN/A
Net Assets15.72B
Vanguard 500 Index Investor
Price$613.93
Change+$2.32 (+0.38%)
VolumeN/A
Net Assets1.46T
SMGIX vs VFINX Comparison Chart in %
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SMGIX vs. VFINX commentary
Nov 20, 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. SMGIX (15.7B). VFINX pays higher dividends than SMGIX: VFINX (1.02) vs SMGIX (0.47). 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 : 11.88 vs. SMGIX (3.64). VFINX return over 5 years is better than : 86.13 vs. SMGIX (32.42).
| 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 | 12.955 | 12.705 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 1.46T | 1% |
| Annual Yield % from dividends | 0.47 | 1.02 | 46% |
| Returns for 1 year | 3.64 | 11.88 | 31% |
| Returns for 3 years | 45.26 | 66.96 | 68% |
| Returns for 5 years | 32.42 | 86.13 | 38% |
| Returns for 10 years | 83.77 | 216.80 | 39% |
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