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SMGIX vs VFINX
SMGIX vs VFINX Comparison
Open Charts SMGIX vs VFINX
Columbia Contrarian Core Inst
Price$40.03
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets15.79B
Vanguard 500 Index Investor
Price$611.30
Change-$0.77 (-0.13%)
VolumeN/A
Net Assets1.37T
SMGIX vs VFINX Comparison Chart in %
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SMGIX vs. VFINX commentary
Sep 18, 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: 1.37T vs. SMGIX (15.8B). VFINX pays higher dividends than SMGIX: VFINX (1.07) 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 : 17.48 vs. SMGIX (8.18). VFINX return over 5 years is better than : 97.09 vs. SMGIX (41.82).
| 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 | 13.012 | 12.776 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 1.37T | 1% |
| Annual Yield % from dividends | 0.50 | 1.07 | 46% |
| Returns for 1 year | 8.18 | 17.48 | 47% |
| Returns for 3 years | 47.60 | 70.79 | 67% |
| Returns for 5 years | 41.82 | 97.09 | 43% |
| Returns for 10 years | 96.23 | 239.44 | 40% |
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