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SMGIX vs VTSMX
SMGIX vs VTSMX Comparison
Open Charts SMGIX vs VTSMX
Columbia Contrarian Core Inst
Price$40.71
Change-$0.21 (-0.51%)
VolumeN/A
Net Assets16.1B
Vanguard Total Stock Mkt Idx I
Price$160.44
Change-$0.75 (-0.47%)
VolumeN/A
Net Assets2.02T
SMGIX vs VTSMX Comparison Chart in %
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SMGIX vs. VTSMX commentary
Oct 08, 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: 2.02T vs. SMGIX (16.1B). VTSMX pays higher dividends than SMGIX: VTSMX (1.04) vs SMGIX (0.48). 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 : 18.34 vs. SMGIX (9.79). VTSMX return over 5 years is better than : 89.06 vs. SMGIX (41.83).
| 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 | 15.495 | 14.389 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 2.02T | 1% |
| Annual Yield % from dividends | 0.48 | 1.04 | 46% |
| Returns for 1 year | 9.79 | 18.34 | 53% |
| Returns for 3 years | 60.26 | 82.05 | 73% |
| Returns for 5 years | 41.83 | 89.06 | 47% |
| Returns for 10 years | 96.66 | 231.08 | 42% |
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