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SMGIX vs VFINX
SMGIX vs VFINX Comparison
Open Charts SMGIX vs VFINX
Columbia Contrarian Core Inst
Price$36.11
Change+$0.34 (+0.95%)
VolumeN/A
Net Assets14.82B
Vanguard 500 Index Investor
Price$553.73
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
SMGIX vs VFINX Comparison Chart
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SMGIX vs. VFINX commentary
Jan 19, 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: 1.35T vs. SMGIX (14.8B). VFINX pays higher dividends than SMGIX: VFINX (1.24) vs SMGIX (0.52). SMGIX was incepted earlier than VFINX: SMGIX (32 years) vs VFINX (48 years). SMGIX is a more actively managed with annual turnover of: 40.00 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 : 25.53 vs. SMGIX (15.35). VFINX return over 5 years is better than : 80.24 vs. SMGIX (32.11).
| SMGIX | VFINX | SMGIX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 48 years | - |
| Gain YTD | 1.919 | 2.006 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 1.35T | 1% |
| Annual Yield % from dividends | 0.52 | 1.24 | 42% |
| Returns for 1 year | 15.35 | 25.53 | 60% |
| Returns for 3 years | 13.34 | 31.14 | 43% |
| Returns for 5 years | 32.11 | 80.24 | 40% |
| Returns for 10 years | 78.48 | 197.00 | 40% |
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