Interact to see
Advertisement
Advertisement
SMGIX vs VFINX
SMGIX vs VFINX Comparison
Open Charts SMGIX vs VFINX
Columbia Contrarian Core Inst
Price$41.56
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets16.29B
Vanguard 500 Index Investor
Price$632.96
Change+$0.42 (+0.07%)
VolumeN/A
Net Assets1.46T
SMGIX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMGIX vs. VFINX commentary
Nov 14, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. SMGIX (16.3B). VFINX pays higher dividends than SMGIX: VFINX (1.02) vs SMGIX (0.47). SMGIX was incepted earlier than VFINX: SMGIX (33 years) vs VFINX (49 years). SMGIX (0.74) is less costly to investors than VFINX (0.14). SMGIX is a more actively managed with annual turnover of: 51.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SMGIX: VFINX (0) vs SMGIX (2000). VFINX annual gain was more profitable for investors over the last year : 14.54 vs. SMGIX (6.47). VFINX return over 5 years is better than : 91.22 vs. SMGIX (36.89).
| SMGIX | VFINX | SMGIX / VFINX | |
| Total Expense Ratio | 0.74 | 0.14 | 529% |
| Annual Report Gross Expense Ratio | 0.74 | 0.14 | 529% |
| Fund Existence | 33 years | 49 years | - |
| Gain YTD | 17.302 | 16.640 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 1.46T | 1% |
| Annual Yield % from dividends | 0.47 | 1.02 | 46% |
| Returns for 1 year | 6.47 | 14.54 | 45% |
| Returns for 3 years | 49.51 | 71.72 | 69% |
| Returns for 5 years | 36.89 | 91.22 | 40% |
| Returns for 10 years | 97.19 | 238.83 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NULG | 99.74 | 0.58 | +0.58% |
| Nuveen ESG Large-Cap Growth ETF | |||
| FOF | 13.09 | 0.06 | +0.46% |
| Cohen & Steers Closed End Opportunity Fund | |||
| QQQG | 24.27 | N/A | N/A |
| Pacer Nasdaq 100 Top 50 Csh CwsGrLdrsETF | |||
| EVMT | 17.27 | N/A | N/A |
| Invesco Elctc vhcl Mtls Cmd StgyNoK-1ETF | |||
| MBSD | 20.90 | -0.02 | -0.10% |
| FlexShares Disciplined Duration MBS ETF | |||