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SMGIX vs VTSAX
SMGIX vs VTSAX Comparison
Open Charts SMGIX vs VTSAX
Columbia Contrarian Core Inst
Price$38.10
Change+$0.33 (+0.87%)
VolumeN/A
Net Assets15.27B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SMGIX vs VTSAX Comparison Chart in %
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SMGIX vs. VTSAX commentary
Jul 07, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SMGIX (15.3B). VTSAX pays higher dividends than SMGIX: VTSAX (1.21) vs SMGIX (0.52). 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: 51.00 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 : 13.89 vs. SMGIX (3.41). VTSAX return over 5 years is better than : 95.62 vs. SMGIX (45.01).
| 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 | 7.536 | 6.416 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 1.82T | 1% |
| Annual Yield % from dividends | 0.52 | 1.21 | 43% |
| Returns for 1 year | 3.41 | 13.89 | 25% |
| Returns for 3 years | 41.63 | 62.12 | 67% |
| Returns for 5 years | 45.01 | 95.62 | 47% |
| Returns for 10 years | 77.78 | 198.69 | 39% |
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