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SMGIX vs VTSAX
SMGIX vs VTSAX Comparison
Open Charts SMGIX vs VTSAX
Columbia Contrarian Core Inst
Price$38.49
Change-$0.58 (-1.48%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
SMGIX vs VTSAX Comparison Chart
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SMGIX vs. VTSAX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. SMGIX (14.8B). 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 annual gain was more profitable for investors over the last year : 30.54 vs. SMGIX (26.69). VTSAX return over 5 years is better than : 83.75 vs. SMGIX (42.32).
| 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 | 22.463 | 22.422 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 1.73T | 1% |
| Annual Yield % from dividends | 0.52 | 1.35 | 38% |
| Returns for 1 year | 26.69 | 30.54 | 87% |
| Returns for 3 years | 3.69 | 19.92 | 19% |
| Returns for 5 years | 42.32 | 83.75 | 51% |
| Returns for 10 years | 72.92 | 186.74 | 39% |
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