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SMGIX vs VTSMX
SMGIX vs VTSMX Comparison
Open Charts SMGIX vs VTSMX
Columbia Contrarian Core Inst
Price$35.71
Change+$0.15 (+0.42%)
VolumeN/A
Net Assets14.41B
Vanguard Total Stock Mkt Idx I
Price$141.24
Change+$0.53 (+0.38%)
VolumeN/A
Net Assets1.72T
SMGIX vs VTSMX Comparison Chart
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SMGIX vs. VTSMX commentary
May 31, 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: 1.72T vs. SMGIX (14.4B). VTSMX pays higher dividends than SMGIX: VTSMX (1.26) vs SMGIX (0.58). 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 : 11.48 vs. SMGIX (1.39). VTSMX return over 5 years is better than : 88.61 vs. SMGIX (38.60).
| 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 | 0.367 | -0.177 | -208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 1.72T | 1% |
| Annual Yield % from dividends | 0.58 | 1.26 | 46% |
| Returns for 1 year | 1.39 | 11.48 | 12% |
| Returns for 3 years | 22.55 | 39.33 | 57% |
| Returns for 5 years | 38.60 | 88.61 | 44% |
| Returns for 10 years | 63.44 | 173.64 | 37% |
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