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SMGIX vs VFINX
SMGIX vs VFINX Comparison
Open Charts SMGIX vs VFINX
Columbia Contrarian Core Inst
Price$32.29
Change-$1.78 (-5.22%)
VolumeN/A
Net Assets13.85B
Vanguard 500 Index Investor
Price$498.00
Change-$25.30 (-4.83%)
VolumeN/A
Net Assets1.4T
SMGIX vs VFINX Comparison Chart
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SMGIX vs. VFINX commentary
Apr 04, 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: 1.4T vs. SMGIX (13.8B). VFINX pays higher dividends than SMGIX: VFINX (1.24) vs SMGIX (0.57). 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 : 8.85 vs. SMGIX (-0.81). VFINX return over 5 years is better than : 127.97 vs. SMGIX (62.81).
| 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 | -3.839 | -3.587 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 1.4T | 1% |
| Annual Yield % from dividends | 0.57 | 1.24 | 46% |
| Returns for 1 year | -0.81 | 8.85 | -9% |
| Returns for 3 years | 5.79 | 23.83 | 24% |
| Returns for 5 years | 62.81 | 127.97 | 49% |
| Returns for 10 years | 60.55 | 173.04 | 35% |
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