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VFIAX vs VSMGX
VFIAX vs VSMGX Comparison
Open Charts VFIAX vs VSMGX
Vanguard 500 Index Admiral
Price$576.06
Change-$9.33 (-1.59%)
VolumeN/A
Net Assets1.49T
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$33.60
Change-$0.12 (-0.36%)
VolumeN/A
Net Assets22.13B
VFIAX vs VSMGX Comparison Chart in %
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VFIAX vs. VSMGX commentary
Aug 02, 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 VFIAX is a Buy and VSMGX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. VSMGX (22.1B). VSMGX pays higher dividends than VFIAX: VSMGX (2.59) vs VFIAX (1.18). VFIAX was incepted earlier than VSMGX: VFIAX (25 years) vs VSMGX (31 years). VSMGX (0.13) is less costly to investors than VFIAX (0.04). VSMGX is a more actively managed with annual turnover of: 6.00 vs. VFIAX (2.00). VFIAX (3000) and VSMGX (3000) have matching initial minimum investment requirements. VFIAX annual gain was more profitable for investors over the last year : 15.28 vs. VSMGX (5.17). VFIAX return over 5 years is better than : 94.64 vs. VSMGX (21.78).
| VFIAX | VSMGX | VFIAX / VSMGX | |
| Total Expense Ratio | 0.04 | 0.13 | 31% |
| Annual Report Gross Expense Ratio | 0.04 | 0.13 | 31% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 8.271 | 8.418 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49T | 22.1B | 6,742% |
| Annual Yield % from dividends | 1.18 | 2.59 | 46% |
| Returns for 1 year | 15.28 | 5.17 | 296% |
| Returns for 3 years | 54.59 | 19.22 | 284% |
| Returns for 5 years | 94.64 | 21.78 | 434% |
| Returns for 10 years | 203.61 | 54.46 | 374% |
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