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SMGIX vs VFINX
SMGIX vs VFINX Comparison
Open Charts SMGIX vs VFINX
Columbia Contrarian Core Inst
Price$38.62
Change-$0.34 (-0.87%)
VolumeN/A
Net Assets15.52B
Vanguard 500 Index Investor
Price$581.78
Change-$2.84 (-0.49%)
VolumeN/A
Net Assets1.49T
SMGIX vs VFINX Comparison Chart in %
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SMGIX vs. VFINX commentary
Aug 07, 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 StrongBuy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. SMGIX (15.5B). VFINX pays higher dividends than SMGIX: VFINX (1.09) vs SMGIX (0.50). 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 : 22.12 vs. SMGIX (13.63). VFINX return over 5 years is better than : 89.12 vs. SMGIX (38.13).
| 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 | 9.963 | 7.719 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 1.49T | 1% |
| Annual Yield % from dividends | 0.50 | 1.09 | 46% |
| Returns for 1 year | 13.63 | 22.12 | 62% |
| Returns for 3 years | 34.49 | 52.78 | 65% |
| Returns for 5 years | 38.13 | 89.12 | 43% |
| Returns for 10 years | 80.74 | 204.86 | 39% |
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