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SMGIX vs VFINX
SMGIX vs VFINX Comparison
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SMGIX vs VFINX Comparison Chart in %
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SMGIX vs. VFINX commentary
Aug 25, 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 StrongBuy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.69T vs. SMGIX (18.6B). VFINX pays higher dividends than SMGIX: VFINX (0.97) 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 : 20.50 vs. SMGIX (12.21). VFINX return over 5 years is better than : 72.92 vs. SMGIX (22.97).
| 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 | 12.142 | 12.242 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 1.69T | 1% |
| Annual Yield % from dividends | 0.30 | 0.97 | 31% |
| Returns for 1 year | 12.21 | 20.50 | 60% |
| Returns for 3 years | 49.69 | 75.08 | 66% |
| Returns for 5 years | 22.97 | 72.92 | 32% |
| Returns for 10 years | 100.78 | 251.01 | 40% |
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