FXAIX
Price
$231.56
Change
+$1.22 (+0.53%)
Updated
Oct 17 closing price
Net Assets
722.95B
SMGIX
Price
$40.44
Change
+$0.21 (+0.52%)
Updated
Oct 17 closing price
Net Assets
15.92B
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FXAIX vs SMGIX

Header iconFXAIX vs SMGIX Comparison
Open Charts FXAIX vs SMGIXBanner chart's image
Fidelity 500 Index
Price$231.56
Change+$1.22 (+0.53%)
VolumeN/A
Net Assets722.95B
Columbia Contrarian Core Inst
Price$40.44
Change+$0.21 (+0.52%)
VolumeN/A
Net Assets15.92B
FXAIX vs SMGIX Comparison Chart in %
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FXAIX vs. SMGIX commentary
Oct 19, 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 FXAIX is a Hold and SMGIX is a Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. SMGIX (15.9B). FXAIX pays higher dividends than SMGIX: FXAIX (1.12) vs SMGIX (0.48). FXAIX was incepted earlier than SMGIX: FXAIX (14 years) vs SMGIX (33 years). SMGIX (0.74) is less costly to investors than FXAIX (0.01). SMGIX is a more actively managed with annual turnover of: 51.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than SMGIX: FXAIX (0) vs SMGIX (2000). FXAIX annual gain was more profitable for investors over the last year : 15.54 vs. SMGIX (5.82). FXAIX return over 5 years is better than : 105.92 vs. SMGIX (38.01).
FXAIXSMGIXFXAIX / SMGIX
Total Expense Ratio0.010.742%
Annual Report Gross Expense Ratio0.010.742%
Fund Existence14 years33 years-
Gain YTD14.43514.141102%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets723B15.9B4,547%
Annual Yield % from dividends1.120.48233%
Returns for 1 year15.545.82267%
Returns for 3 years87.1654.92159%
Returns for 5 years105.9238.01279%
Returns for 10 years261.5291.87285%
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