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SMGIX vs VTSMX
SMGIX vs VTSMX Comparison
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SMGIX vs VTSMX Comparison Chart in %
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SMGIX vs. VTSMX commentary
Jun 04, 2026
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: 2.2T vs. SMGIX (18.6B). VTSMX pays higher dividends than SMGIX: VTSMX (0.93) vs SMGIX (0.30). SMGIX was incepted earlier than VTSMX: SMGIX (33 years) vs VTSMX (34 years). SMGIX (0.73) is less costly to investors than VTSMX (0.06). SMGIX is a more actively managed with annual turnover of: 48.00 vs. VTSMX (3.00). SMGIX (0) and VTSMX (0) have matching initial minimum investment requirements. VTSMX annual gain was more profitable for investors over the last year : 28.26 vs. SMGIX (19.80). VTSMX return over 5 years is better than : 72.41 vs. SMGIX (26.17).
| SMGIX | VTSMX | SMGIX / VTSMX | |
| Total Expense Ratio | 0.73 | 0.06 | 1,217% |
| Annual Report Gross Expense Ratio | 0.73 | 0.06 | 1,217% |
| Fund Existence | 33 years | 34 years | - |
| Gain YTD | 10.411 | 11.384 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6B | 2.2T | 1% |
| Annual Yield % from dividends | 0.30 | 0.93 | 32% |
| Returns for 1 year | 19.80 | 28.26 | 70% |
| Returns for 3 years | 52.03 | 76.02 | 68% |
| Returns for 5 years | 26.17 | 72.41 | 36% |
| Returns for 10 years | 105.50 | 259.99 | 41% |
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