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SMGIX vs VTSMX
SMGIX vs VTSMX Comparison
Open Charts SMGIX vs VTSMX
Columbia Contrarian Core Inst
Price$36.49
Change-$0.68 (-1.83%)
VolumeN/A
Net Assets14.89B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SMGIX vs VTSMX Comparison Chart
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SMGIX vs. VTSMX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SMGIX (14.9B). 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 : 17.60 vs. SMGIX (8.47). VTSMX return over 5 years is better than : 74.84 vs. SMGIX (33.55).
| 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 | 2.992 | 2.121 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 1.84T | 1% |
| Annual Yield % from dividends | 0.52 | 1.26 | 41% |
| Returns for 1 year | 8.47 | 17.60 | 48% |
| Returns for 3 years | 20.33 | 36.78 | 55% |
| Returns for 5 years | 33.55 | 74.84 | 45% |
| Returns for 10 years | 69.73 | 180.15 | 39% |
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