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SMGIX vs VTSAX
SMGIX vs VTSAX Comparison
Open Charts SMGIX vs VTSAX
Columbia Contrarian Core Inst
Price$39.09
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets16.29B
Vanguard Total Stock Mkt Idx Adm
Price$165.43
Change+$0.52 (+0.32%)
VolumeN/A
Net Assets2.06T
SMGIX vs VTSAX Comparison Chart in %
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SMGIX vs. VTSAX commentary
Dec 26, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. SMGIX (16.3B). VTSAX pays higher dividends than SMGIX: VTSAX (1.11) vs SMGIX (0.47). SMGIX was incepted earlier than VTSAX: SMGIX (33 years) vs VTSAX (25 years). SMGIX (0.74) is less costly to investors than VTSAX (0.04). SMGIX is a more actively managed with annual turnover of: 48.00 vs. VTSAX (2.00). SMGIX has a lower initial minimum investment than VTSAX: SMGIX (2000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 14.43 vs. SMGIX (7.42). VTSAX return over 5 years is better than : 76.83 vs. SMGIX (32.39).
| SMGIX | VTSAX | SMGIX / VTSAX | |
| 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 | 17.379 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 2.06T | 1% |
| Annual Yield % from dividends | 0.47 | 1.11 | 43% |
| Returns for 1 year | 7.42 | 14.43 | 51% |
| Returns for 3 years | 61.08 | 78.05 | 78% |
| Returns for 5 years | 32.39 | 76.83 | 42% |
| Returns for 10 years | 92.03 | 235.67 | 39% |
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