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SMGIX vs VFINX
SMGIX vs VFINX Comparison
Open Charts SMGIX vs VFINX
SMGIX vs VFINX Comparison Chart in %
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SMGIX vs. VFINX commentary
Jun 24, 2026
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: 1.7T vs. SMGIX (18.1B). VFINX pays higher dividends than SMGIX: VFINX (0.93) vs SMGIX (0.30). SMGIX was incepted earlier than VFINX: SMGIX (34 years) vs VFINX (50 years). SMGIX (0.73) is less costly to investors than VFINX (0.14). SMGIX is a more actively managed with annual turnover of: 48.00 vs. VFINX (2.00). SMGIX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 24.06 vs. SMGIX (15.42). VFINX return over 5 years is better than : 75.29 vs. SMGIX (22.04).
| SMGIX | VFINX | SMGIX / VFINX | |
| Total Expense Ratio | 0.73 | 0.14 | 521% |
| Annual Report Gross Expense Ratio | 0.73 | 0.14 | 521% |
| Fund Existence | 34 years | 50 years | - |
| Gain YTD | 8.241 | 9.418 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 1.7T | 1% |
| Annual Yield % from dividends | 0.30 | 0.93 | 32% |
| Returns for 1 year | 15.42 | 24.06 | 64% |
| Returns for 3 years | 46.42 | 71.96 | 65% |
| Returns for 5 years | 22.04 | 75.29 | 29% |
| Returns for 10 years | 109.86 | 268.55 | 41% |
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