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SMGIX vs VTSMX
SMGIX vs VTSMX Comparison
Open Charts SMGIX vs VTSMX
Columbia Contrarian Core Inst
Price$32.29
Change-$1.78 (-5.22%)
VolumeN/A
Net Assets13.85B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
SMGIX vs VTSMX Comparison Chart
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SMGIX vs. VTSMX commentary
Apr 04, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. SMGIX (13.8B). VTSMX pays higher dividends than SMGIX: VTSMX (1.25) vs SMGIX (0.57). SMGIX was incepted earlier than VTSMX: SMGIX (32 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 : 8.05 vs. SMGIX (-0.81). VTSMX return over 5 years is better than : 126.23 vs. SMGIX (62.81).
| SMGIX | VTSMX | SMGIX / VTSMX | |
| Total Expense Ratio | 0.74 | 0.14 | 529% |
| Annual Report Gross Expense Ratio | 0.74 | 0.14 | 529% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | -3.839 | -3.986 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 1.81T | 1% |
| Annual Yield % from dividends | 0.57 | 1.25 | 46% |
| Returns for 1 year | -0.81 | 8.05 | -10% |
| Returns for 3 years | 5.79 | 21.01 | 28% |
| Returns for 5 years | 62.81 | 126.23 | 50% |
| Returns for 10 years | 60.55 | 166.80 | 36% |
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