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SMGIX vs VTSMX
SMGIX vs VTSMX Comparison
Open Charts SMGIX vs VTSMX
Columbia Contrarian Core Inst
Price$32.96
Change+$0.71 (+2.20%)
VolumeN/A
Net Assets13.13B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
SMGIX vs VTSMX Comparison Chart
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SMGIX vs. VTSMX commentary
Apr 25, 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: 1.7T vs. SMGIX (13.1B). 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 : 5.27 vs. SMGIX (-4.16). VTSMX return over 5 years is better than : 86.77 vs. SMGIX (34.92).
| 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 | -8.975 | -9.023 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 1.7T | 1% |
| Annual Yield % from dividends | 0.57 | 1.25 | 46% |
| Returns for 1 year | -4.16 | 5.27 | -79% |
| Returns for 3 years | 7.15 | 22.56 | 32% |
| Returns for 5 years | 34.92 | 86.77 | 40% |
| Returns for 10 years | 49.54 | 150.14 | 33% |
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