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SMGIX vs VFIAX
SMGIX vs VFIAX Comparison
Open Charts SMGIX vs VFIAX
Columbia Contrarian Core Inst
Price$39.09
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets16.29B
Vanguard 500 Index Admiral
Price$639.70
Change+$2.05 (+0.32%)
VolumeN/A
Net Assets1.48T
SMGIX vs VFIAX Comparison Chart in %
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SMGIX vs. VFIAX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. SMGIX (16.3B). 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: 48.00 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 : 14.84 vs. SMGIX (7.42). VFIAX return over 5 years is better than : 87.51 vs. SMGIX (32.39).
| 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 | 10.330 | 17.903 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 1.48T | 1% |
| Annual Yield % from dividends | 0.47 | 1.11 | 43% |
| Returns for 1 year | 7.42 | 14.84 | 50% |
| Returns for 3 years | 61.08 | 80.67 | 76% |
| Returns for 5 years | 32.39 | 87.51 | 37% |
| Returns for 10 years | 92.03 | 237.23 | 39% |
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