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SMGIX vs VFIAX
SMGIX vs VFIAX Comparison
Open Charts SMGIX vs VFIAX
Columbia Contrarian Core Inst
Price$41.25
Change+$0.15 (+0.36%)
VolumeN/A
Net Assets16.13B
Vanguard 500 Index Admiral
Price$633.41
Change+$1.90 (+0.30%)
VolumeN/A
Net Assets1.46T
SMGIX vs VFIAX Comparison Chart in %
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SMGIX vs. VFIAX commentary
Dec 04, 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 VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. SMGIX (16.1B). VFIAX pays higher dividends than SMGIX: VFIAX (1.11) vs SMGIX (0.47). SMGIX was incepted earlier than VFIAX: SMGIX (33 years) vs VFIAX (25 years). SMGIX (0.74) is less costly to investors than VFIAX (0.04). SMGIX is a more actively managed with annual turnover of: 51.00 vs. VFIAX (2.00). SMGIX has a lower initial minimum investment than VFIAX: SMGIX (2000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 12.70 vs. SMGIX (4.02). VFIAX return over 5 years is better than : 85.88 vs. SMGIX (31.06).
| SMGIX | VFIAX | SMGIX / VFIAX | |
| Total Expense Ratio | 0.74 | 0.04 | 1,850% |
| Annual Report Gross Expense Ratio | 0.74 | 0.04 | 1,850% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 16.003 | 16.106 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.46T | 1% |
| Annual Yield % from dividends | 0.47 | 1.11 | 43% |
| Returns for 1 year | 4.02 | 12.70 | 32% |
| Returns for 3 years | 44.98 | 67.36 | 67% |
| Returns for 5 years | 31.06 | 85.88 | 36% |
| Returns for 10 years | 88.40 | 225.65 | 39% |
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