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SMGIX vs VTSMX
SMGIX vs VTSMX Comparison
Open Charts SMGIX vs VTSMX
Columbia Contrarian Core Inst
Price$40.03
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets15.79B
Vanguard Total Stock Mkt Idx I
Price$158.36
Change-$0.18 (-0.11%)
VolumeN/A
Net Assets1.95T
SMGIX vs VTSMX Comparison Chart in %
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SMGIX vs. VTSMX commentary
Sep 18, 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: 1.95T vs. SMGIX (15.8B). VTSMX pays higher dividends than SMGIX: VTSMX (1.07) vs SMGIX (0.50). 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 : 17.42 vs. SMGIX (8.18). VTSMX return over 5 years is better than : 91.58 vs. SMGIX (41.82).
| 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 | 13.012 | 12.487 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 1.95T | 1% |
| Annual Yield % from dividends | 0.50 | 1.07 | 46% |
| Returns for 1 year | 8.18 | 17.42 | 47% |
| Returns for 3 years | 47.60 | 67.85 | 70% |
| Returns for 5 years | 41.82 | 91.58 | 46% |
| Returns for 10 years | 96.23 | 231.82 | 42% |
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