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SMGIX vs VTSMX
SMGIX vs VTSMX Comparison
Open Charts SMGIX vs VTSMX
Columbia Contrarian Core Inst
Price$36.11
Change+$0.34 (+0.95%)
VolumeN/A
Net Assets14.82B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
SMGIX vs VTSMX Comparison Chart
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SMGIX vs. VTSMX commentary
Jan 19, 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: 1.78T vs. SMGIX (14.8B). 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 : 25.24 vs. SMGIX (15.35). VTSMX return over 5 years is better than : 76.07 vs. SMGIX (32.11).
| 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 | 1.919 | 2.241 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 1.78T | 1% |
| Annual Yield % from dividends | 0.52 | 1.26 | 41% |
| Returns for 1 year | 15.35 | 25.24 | 61% |
| Returns for 3 years | 13.34 | 28.94 | 46% |
| Returns for 5 years | 32.11 | 76.07 | 42% |
| Returns for 10 years | 78.48 | 194.99 | 40% |
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