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SMGIX vs VTSMX
SMGIX vs VTSMX Comparison
Open Charts SMGIX vs VTSMX
Columbia Contrarian Core Inst
Price$38.62
Change-$0.34 (-0.87%)
VolumeN/A
Net Assets15.52B
Vanguard Total Stock Mkt Idx I
Price$150.46
Change-$0.66 (-0.44%)
VolumeN/A
Net Assets1.91T
SMGIX vs VTSMX Comparison Chart in %
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SMGIX vs. VTSMX commentary
Aug 07, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SMGIX (15.5B). VTSMX pays higher dividends than SMGIX: VTSMX (1.09) 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 : 21.79 vs. SMGIX (13.63). VTSMX return over 5 years is better than : 83.70 vs. SMGIX (38.13).
| 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 | 9.963 | 7.223 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 1.91T | 1% |
| Annual Yield % from dividends | 0.50 | 1.09 | 46% |
| Returns for 1 year | 13.63 | 21.79 | 63% |
| Returns for 3 years | 34.49 | 49.88 | 69% |
| Returns for 5 years | 38.13 | 83.70 | 46% |
| Returns for 10 years | 80.74 | 199.95 | 40% |
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