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SMGIX vs VTSAX
SMGIX vs VTSAX Comparison
Open Charts SMGIX vs VTSAX
SMGIX vs VTSAX Comparison Chart in %
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SMGIX vs. VTSAX commentary
Sep 21, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.34T vs. SMGIX (18.3B). VTSAX pays higher dividends than SMGIX: VTSAX (1.02) vs SMGIX (0.29). SMGIX was incepted earlier than VTSAX: SMGIX (34 years) vs VTSAX (26 years). SMGIX (0.73) is less costly to investors than VTSAX (0.04). SMGIX is a more actively managed with annual turnover of: 48.00 vs. VTSAX (3.00). SMGIX has a lower initial minimum investment than VTSAX: SMGIX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 14.91 vs. SMGIX (7.98). VTSAX return over 5 years is better than : 64.69 vs. SMGIX (23.39).
| SMGIX | VTSAX | SMGIX / VTSAX | |
| Total Expense Ratio | 0.73 | 0.04 | 1,825% |
| Annual Report Gross Expense Ratio | 0.73 | 0.04 | 1,825% |
| Fund Existence | 34 years | 26 years | - |
| Gain YTD | 11.806 | 12.095 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 2.34T | 1% |
| Annual Yield % from dividends | 0.29 | 1.02 | 28% |
| Returns for 1 year | 7.98 | 14.91 | 54% |
| Returns for 3 years | 47.34 | 70.87 | 67% |
| Returns for 5 years | 23.39 | 64.69 | 36% |
| Returns for 10 years | 104.06 | 254.31 | 41% |
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