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SMGIX vs VSTSX
SMGIX vs VSTSX Comparison
Open Charts SMGIX vs VSTSX
SMGIX vs VSTSX Comparison Chart in %
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SMGIX vs. VSTSX commentary
Jul 14, 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.3T vs. SMGIX (18.4B). VSTSX pays higher dividends than SMGIX: VSTSX (1.07) vs SMGIX (0.30). SMGIX was incepted earlier than VSTSX: SMGIX (34 years) vs VSTSX (10 years). SMGIX (0.73) is less costly to investors than VSTSX (0.01). SMGIX is a more actively managed with annual turnover of: 48.00 vs. VSTSX (3.00). SMGIX has a lower initial minimum investment than VSTSX: SMGIX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 21.48 vs. SMGIX (12.63). VSTSX return over 5 years is better than : 66.56 vs. SMGIX (21.72).
| SMGIX | VSTSX | SMGIX / VSTSX | |
| Total Expense Ratio | 0.73 | 0.01 | 7,300% |
| Annual Report Gross Expense Ratio | 0.73 | 0.01 | 7,300% |
| Fund Existence | 34 years | 10 years | - |
| Gain YTD | 10.385 | 11.205 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4B | 2.3T | 1% |
| Annual Yield % from dividends | 0.30 | 1.07 | 28% |
| Returns for 1 year | 12.63 | 21.48 | 59% |
| Returns for 3 years | 44.30 | 67.06 | 66% |
| Returns for 5 years | 21.72 | 66.56 | 33% |
| Returns for 10 years | 101.19 | 239.53 | 42% |
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