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SMGIX vs VTSMX
SMGIX vs VTSMX Comparison
Open Charts SMGIX vs VTSMX
Columbia Contrarian Core Inst
Price$38.09
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets15.18B
Vanguard Total Stock Mkt Idx I
Price$149.57
Change+$0.58 (+0.39%)
VolumeN/A
Net Assets1.91T
SMGIX vs VTSMX Comparison Chart in %
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SMGIX vs. VTSMX commentary
Jul 17, 2025
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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SMGIX (15.2B). VTSMX pays higher dividends than SMGIX: VTSMX (1.12) vs SMGIX (0.52). SMGIX was incepted earlier than VTSMX: SMGIX (33 years) vs VTSMX (33 years). SMGIX (0.74) is less costly to investors than VTSMX (0.14). SMGIX is a more actively managed with annual turnover of: 51.00 vs. VTSMX (2.00). SMGIX has a lower initial minimum investment than VTSMX: SMGIX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 9.80 vs. SMGIX (0.96). VTSMX return over 5 years is better than : 88.36 vs. SMGIX (39.71).
| SMGIX | VTSMX | SMGIX / VTSMX | |
| Total Expense Ratio | 0.74 | 0.14 | 529% |
| Annual Report Gross Expense Ratio | 0.74 | 0.14 | 529% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 7.197 | 5.711 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 1.91T | 1% |
| Annual Yield % from dividends | 0.52 | 1.12 | 46% |
| Returns for 1 year | 0.96 | 9.80 | 10% |
| Returns for 3 years | 40.16 | 59.40 | 68% |
| Returns for 5 years | 39.71 | 88.36 | 45% |
| Returns for 10 years | 71.68 | 188.76 | 38% |
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