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SMGIX vs VTSAX
SMGIX vs VTSAX Comparison
Open Charts SMGIX vs VTSAX
Columbia Contrarian Core Inst
Price$37.61
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$137.30
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SMGIX vs VTSAX Comparison Chart
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SMGIX vs. VTSAX commentary
Sep 21, 2024
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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. SMGIX (14.4B). VTSAX pays higher dividends than SMGIX: VTSAX (1.35) vs SMGIX (0.52). SMGIX was incepted earlier than VTSAX: SMGIX (32 years) vs VTSAX (24 years). SMGIX is a more actively managed with annual turnover of: 40.00 vs. VTSAX (2.00). SMGIX has a lower initial minimum investment than VTSAX: SMGIX (2000) vs VTSAX (3000). VTSAX (25.89) and SMGIX (25.06) have marching annual gain over last year. VTSAX return over 5 years is better than : 82.99 vs. SMGIX (42.98).
| SMGIX | VTSAX | SMGIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 17.881 | 16.921 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 1.72T | 1% |
| Annual Yield % from dividends | 0.52 | 1.35 | 38% |
| Returns for 1 year | 25.06 | 25.89 | 97% |
| Returns for 3 years | 4.73 | 21.34 | 22% |
| Returns for 5 years | 42.98 | 82.99 | 52% |
| Returns for 10 years | 68.71 | 179.72 | 38% |
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