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SMGIX vs VTSMX
SMGIX vs VTSMX Comparison
Open Charts SMGIX vs VTSMX
Columbia Contrarian Core Inst
Price$35.41
Change-$1.05 (-2.88%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
SMGIX vs VTSMX Comparison Chart
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SMGIX vs. VTSMX commentary
Dec 19, 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 Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SMGIX (15.1B). VTSMX pays higher dividends than SMGIX: VTSMX (1.26) vs SMGIX (0.52). SMGIX was incepted earlier than VTSMX: SMGIX (32 years) vs VTSMX (33 years). SMGIX is a more actively managed with annual turnover of: 40.00 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 : 22.04 vs. SMGIX (13.44). VTSMX return over 5 years is better than : 77.48 vs. SMGIX (34.97).
| SMGIX | VTSMX | SMGIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 13.261 | 22.383 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 1.84T | 1% |
| Annual Yield % from dividends | 0.52 | 1.26 | 41% |
| Returns for 1 year | 13.44 | 22.04 | 61% |
| Returns for 3 years | 11.35 | 23.86 | 48% |
| Returns for 5 years | 34.97 | 77.48 | 45% |
| Returns for 10 years | 69.55 | 182.87 | 38% |