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SMGIX vs VFIAX
SMGIX vs VFIAX Comparison
Open Charts SMGIX vs VFIAX
Columbia Contrarian Core Inst
Price$40.44
Change+$0.21 (+0.52%)
VolumeN/A
Net Assets15.92B
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
SMGIX vs VFIAX Comparison Chart in %
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SMGIX vs. VFIAX 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 SMGIX is a Buy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. SMGIX (15.9B). VFIAX pays higher dividends than SMGIX: VFIAX (1.14) vs SMGIX (0.48). 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 : 14.15 vs. SMGIX (5.82). VFIAX return over 5 years is better than : 91.55 vs. SMGIX (38.01).
| 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 | 14.141 | 13.413 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.41T | 1% |
| Annual Yield % from dividends | 0.48 | 1.14 | 42% |
| Returns for 1 year | 5.82 | 14.15 | 41% |
| Returns for 3 years | 54.92 | 79.39 | 69% |
| Returns for 5 years | 38.01 | 91.55 | 42% |
| Returns for 10 years | 91.87 | 228.70 | 40% |
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