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SMGIX vs VFINX
SMGIX vs VFINX Comparison
Open Charts SMGIX vs VFINX
Columbia Contrarian Core Inst
Price$38.56
Change-$2.25 (-5.51%)
VolumeN/A
Net Assets15.94B
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
SMGIX vs VFINX Comparison Chart in %
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SMGIX vs. VFINX commentary
Feb 04, 2026
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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. SMGIX (15.9B). VFINX pays higher dividends than SMGIX: VFINX (1.01) vs SMGIX (0.32). SMGIX was incepted earlier than VFINX: SMGIX (33 years) vs VFINX (49 years). SMGIX (0.73) is less costly to investors than VFINX (0.14). SMGIX is a more actively managed with annual turnover of: 48.00 vs. VFINX (2.00). SMGIX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 15.48 vs. SMGIX (6.51). VFINX return over 5 years is better than : 78.93 vs. SMGIX (24.80).
| SMGIX | VFINX | SMGIX / VFINX | |
| Total Expense Ratio | 0.73 | 0.14 | 521% |
| Annual Report Gross Expense Ratio | 0.73 | 0.14 | 521% |
| Fund Existence | 33 years | 49 years | - |
| Gain YTD | -0.387 | 1.131 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.48T | 1% |
| Annual Yield % from dividends | 0.32 | 1.01 | 32% |
| Returns for 1 year | 6.51 | 15.48 | 42% |
| Returns for 3 years | 46.57 | 67.54 | 69% |
| Returns for 5 years | 24.80 | 78.93 | 31% |
| Returns for 10 years | 107.98 | 268.63 | 40% |
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